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Gabelli Equity Trust

129 hedge funds and large institutions have $103M invested in Gabelli Equity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
126
Global Wealth Management Investment Advisory
Florida
$3K
PWMG
127
Prestige Wealth Management Group
New Jersey
$2K
KFI
128
Key Financial Inc
Pennsylvania
$1K
JPLA
129
Joseph P. Lucia & Associates
New York
$1K +$1K +153 New
Cohen & Steers
130
Cohen & Steers
New York
-$1.96M -319,516 Closed
LWM
131
Laidlaw Wealth Management
New York
-$353K -57,655 Closed
AAM
132
Advisors Asset Management
Colorado
-$243K -39,684 Closed
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
-$181K -29,589 Closed
SS
134
Simplicity Solutions
Minnesota
-$161K -26,319 Closed
CFG
135
Cooper Financial Group
California
-$150K -24,448 Closed
AWM
136
Aries Wealth Management
Maine
-$91K -14,706 Closed
MA
137
Montag & Associates
Georgia
-$86K -14,051 Closed
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
-$84K -13,758 Closed
FSCM
139
Front Street Capital Management
Montana
-$63K -10,338 Closed
WWA
140
WC Walker & Associates
California
-$65K -10,310 Closed
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
-$24K -3,905 Closed
BBHBI
142
B, B, H, & B Inc
Alabama
-$18K -3,074 Closed
AWG
143
Altus Wealth Group
Colorado
-$10K -1,604 Closed
ICP
144
Interchange Capital Partners
Pennsylvania
-$1K -257 Closed