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Gabelli Equity Trust
GAB

Overview Fund Activity

169 hedge funds and large institutions have $145M invested in Gabelli Equity Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$5.11M
2
Bank of America
2
Bank of America
North Carolina
$12.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.6M
5
CAN
5
Cetera Advisor Networks
California
$2.59M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.68M
2
TA
2
Tiedemann Advisors
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$318K
4
SWM
4
Spire Wealth Management
Virginia
$103K
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$48K -$7.35K -1,055 -13%
TJHA
127
Thomas J. Herzfeld Advisors
Florida
$48K +$989 +144 +2%
SIC
128
Salem Investment Counselors
North Carolina
$40K +$17.8K +2,588 +80%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$38K – – –
AP
130
Atwood & Palmer
Missouri
$37K – – –
BFEC
131
Benjamin F. Edwards & Company
Missouri
$34K – – –
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$139 -20 -0.4%
HR
133
Howe & Rusling
New York
$31K – – –
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$31K – – –
AIP
135
Ahrens Investment Partners
Louisiana
$26K – – –
CWA
136
Clearview Wealth Advisors
Oregon
$26K +$536 +76 +2%
CCM
137
Covington Capital Management
California
$24K +$492 +70 +2%
SWM
138
Selective Wealth Management
Virginia
$23K -$1.13K -162 -5%
CHC
139
City Holding Co
West Virginia
$21K – – –
HNWAG
140
High Net Worth Advisory Group
Florida
$21K – – –
Bessemer Group
141
Bessemer Group
New Jersey
$21K – – –
IA
142
IFP Advisors
Florida
$19K +$19K +3,000 New
CA
143
Centerpoint Advisors
Massachusetts
$18K – – –
APA
144
American Portfolios Advisors
New York
$14K – – –
CFGS
145
Concourse Financial Group Securities
Alabama
$12K +$12K +1,700 New
NSIM
146
North Star Investment Management
Illinois
$11K – – –
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K +$11K +1,612 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$10K -$11.5K -1,665 -53%
TF
149
TimeScale Financial
Massachusetts
$10K +$207 +30 +2%
TFA
150
Toth Financial Advisory
Virginia
$10K +$10K +1,500 New
4 5
6
7 8