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Gabelli Equity Trust
GAB

Overview Fund Activity

141 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
44
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
BerganKDV Wealth Management
Minnesota
$5.05M
2
SFS
2
Shaker Financial Services
Virginia
$1.99M
3
Barclays
3
Barclays
United Kingdom
$2M
4
COLIM
4
City of London Investment Management
United Kingdom
$1.44M
5
PTP
5
Platform Technology Partners
New York
$1.1M

Top Sellers

1
SDAM
1
Shulman DeMeo Asset Management
New York
$0
2
CWM
2
Connecticut Wealth Management
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AIC
4
Ameritas Investment Company
Nebraska
$353K
5
EP
5
Eudaimonia Partners
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
– – -1,568 Closed
CB
152
CNB Bank
Pennsylvania
– – -678 Closed
PWMG
153
Prestige Wealth Management Group
New Jersey
– – -343 Closed
JPLA
154
Joseph P. Lucia & Associates
New York
– – -150 Closed
CFGS
155
Concourse Financial Group Securities
Alabama
– – – –
3 4 5 6
7