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Gabelli Equity Trust

163 hedge funds and large institutions have $115M invested in Gabelli Equity Trust in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+6
Holders Change %
+3.82%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
53
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WSC
126
Wellington Shields & Co
New York
$30K +$30K +5,428 New
AP
127
Atwood & Palmer
Missouri
$29K
AWM
128
Avior Wealth Management
Nebraska
$29K +$29K +5,306 New
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$25K
HR
130
Howe & Rusling
New York
$24K
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$22K -$15.9K -2,886 -42%
CWA
132
Clearview Wealth Advisors
Oregon
$21K +$525 +97 +3%
CCM
133
Covington Capital Management
California
$20K +$496 +89 +3%
IA
134
IFP Advisors
Florida
$19K
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$19K
SWM
136
Selective Wealth Management
Virginia
$18K
HNWAG
137
High Net Worth Advisory Group
Florida
$17K
CHC
138
City Holding Co
West Virginia
$17K
HSA
139
HBK Sorce Advisory
Pennsylvania
$16K +$16K +15,000 New
HI
140
Harbour Investments
Wisconsin
$14K
CA
141
Centerpoint Advisors
Massachusetts
$14K
EC
142
EdgeRock Capital
Colorado
$13K +$13K +2,403 New
BCMLT
143
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K
CFGS
144
Concourse Financial Group Securities
Alabama
$9K
NSIM
145
North Star Investment Management
Illinois
$9K
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$8K
TF
147
TimeScale Financial
Massachusetts
$8K +$200 +38 +3%
CWC
148
Carolinas Wealth Consulting
North Carolina
$7K
SWM
149
Spire Wealth Management
Virginia
$6K -$36.1K -6,014 -86%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$6K -$8.88K -1,725 -60%