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Gabelli Equity Trust
GAB

Overview Fund Activity

155 hedge funds and large institutions have $141M invested in Gabelli Equity Trust in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
60
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$7.4M
2
HHGC
2
Hunting Hill Global Capital
New York
$4.16M
3
LPL Financial
3
LPL Financial
California
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.4M
5
CCP
5
Clough Capital Partners
Massachusetts
$1.95M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$159K
2
Barclays
2
Barclays
United Kingdom
$756K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.65M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$4.14M
5
PTP
5
Platform Technology Partners
New York
$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
126
Howe & Rusling
New York
$29K – – –
CWA
127
Clearview Wealth Advisors
Oregon
$23K +$2.51K +384 +12%
ADL
128
Asset Dedication LLC
California
$23K +$23K +3,468 New
SIC
129
Salem Investment Counselors
North Carolina
$22K – – –
CCM
130
Covington Capital Management
California
$22K +$478 +71 +2%
CHC
131
City Holding Co
West Virginia
$20K – – –
Bessemer Group
132
Bessemer Group
New Jersey
$20K – – –
CA
133
Centerpoint Advisors
Massachusetts
$17K – – –
SWM
134
Selective Wealth Management
Virginia
$16K -$6.31K -947 -28%
HI
135
Harbour Investments
Wisconsin
$15K – – –
HFS
136
Horizon Financial Services
North Carolina
$14K +$14K +2,095 New
VNA
137
Valley National Advisers
Pennsylvania
$13K – – –
NSIM
138
North Star Investment Management
Illinois
$11K – – –
APA
139
American Portfolios Advisors
New York
$10.5K – – –
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
CB
141
CNB Bank
Pennsylvania
$10K +$10K +1,480 New
PCG
142
Private Capital Group
Connecticut
$8K – – –
RCA
143
Ranch Capital Advisors
Florida
$8K +$8K +1,200 New
CB
144
Community Bank
New York
$7K – – –
SWA
145
SOA Wealth Advisors
New York
$7K – – –
MRCM
146
M&R Capital Management
New Jersey
$7K – – –
RCC
147
Red Cedar Capital
Nebraska
$6K – – –
GAM
148
Gemmer Asset Management
California
$5K – – –
AA
149
Addison Advisors
Vermont
$5K – – –
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.91K – – –
3 4 5
6
7