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Gabelli Equity Trust

157 hedge funds and large institutions have $119M invested in Gabelli Equity Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-12
Holders Change %
-7.1%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
49
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
151
Global Wealth Management Investment Advisory
Florida
$3K
PP
152
PFS Partners
New Jersey
$2.79K +$73 +12 +3%
HNB
153
Huntington National Bank
Ohio
$2K -$199K
PWMG
154
Prestige Wealth Management Group
New Jersey
$2K
KFI
155
Key Financial Inc
Pennsylvania
$1K
AW
156
Avion Wealth
Texas
$1K +$29 +3 +3%
PA
157
Parallel Advisors
California
$1K +$1K +169 New
BRWM
158
B. Riley Wealth Management
Tennessee
$195 -$270 -44,326 -58%
SLWA
159
San Luis Wealth Advisors
California
-$372K -51,760 Closed
AWA
160
AmeriServ Wealth Advisors
Pennsylvania
-$221K -31,931 Closed
Mariner
161
Mariner
Kansas
-$204K -29,376 Closed
FZCM
162
Flynn Zito Capital Management
New York
-$175K -25,252 Closed
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
-$167K -24,157 Closed
LWP
164
Lumature Wealth Partners
Georgia
-$140K -20,184 Closed
AF
165
Affiance Financial
Minnesota
-$140K -20,132 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
-$130K -18,767 Closed
CWM
167
Cornerstone Wealth Management
Missouri
-$83K -12,002 Closed
VF
168
Virtu Financial
New York
-$78K -11,307 Closed
LNC
169
Lincoln National Corp
Pennsylvania
-$78K -11,268 Closed
IA
170
Insight Advisors
Pennsylvania
-$75K -10,800 Closed
SMC
171
Smith, Moore & Co
Missouri
-$74K -10,700 Closed
TFA
172
Toth Financial Advisory
Virginia
-$10K -1,500 Closed
PCG
173
Private Capital Group
Connecticut
-$8K -1,196 Closed
CSIA
174
Conrad Siegel Investment Advisors
Pennsylvania
-$6K -844 Closed
GAM
175
Gemmer Asset Management
California
-$5K -774 Closed