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Gabelli Equity Trust

170 hedge funds and large institutions have $146M invested in Gabelli Equity Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
57
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
151
Private Capital Group
Connecticut
$9K
CWC
152
Carolinas Wealth Consulting
North Carolina
$9K +$9K +1,270 New
SWA
153
SOA Wealth Advisors
New York
$8K
CB
154
Community Bank
New York
$7K
MRCM
155
M&R Capital Management
New Jersey
$7K
MTIC
156
Missouri Trust & Investment Company
Missouri
$7K +$7K +1,000 New
GAM
157
Gemmer Asset Management
California
$6K
AA
158
Addison Advisors
Vermont
$6K
RCC
159
Red Cedar Capital
Nebraska
$6K
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.31K
FF
161
FourThought Financial
Florida
$4K
PP
162
PFS Partners
New Jersey
$3.13K +$3.13K +436 New
GWMIA
163
Global Wealth Management Investment Advisory
Florida
$3K
CFRPA
164
Castle Financial & Retirement Planning Associates
New Jersey
$3K +$3K +400 New
SL
165
Savior LLC
Massachusetts
$2K
PWMG
166
Prestige Wealth Management Group
New Jersey
$2K
SFM
167
Signet Financial Management
New Jersey
$2K +$2K +330 New
KFI
168
Key Financial Inc
Pennsylvania
$1K
AW
169
Avion Wealth
Texas
$1K +$1K +100 New
FFG
170
Ford Financial Group
California
$28 +$28 +4,000 New
HHGC
171
Hunting Hill Global Capital
New York
-$4.16M -624,836 Closed
CCP
172
Clough Capital Partners
Massachusetts
-$1.95M -293,362 Closed
YCM
173
Yakira Capital Management
Connecticut
-$1.58M -236,867 Closed
Barclays
174
Barclays
United Kingdom
-$756K -121,173 Closed
TWA
175
TCI Wealth Advisors
Arizona
-$171K -25,657 Closed