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Gabelli Equity Trust

186 hedge funds and large institutions have $122M invested in Gabelli Equity Trust in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
56
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$17.8K
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$14.2K -$2.36K -465 -14%
CAS
153
Coppell Advisory Solutions
Texas
$13.4K +$2.32K +457 +21%
ACA
154
American Capital Advisory
Idaho
$12.8K +$12.8K +2,525 New
BWM
155
Baystate Wealth Management
Massachusetts
$11.5K +$11.5K +2,263 New
HI
156
Harbour Investments
Wisconsin
$11.5K
Comerica Bank
157
Comerica Bank
Texas
$9.01K
OLVIG
158
Oliver Lagore Vanvalin Investment Group
Michigan
$8.89K
GWM
159
Geneos Wealth Management
Colorado
$8.64K
CFGS
160
Concourse Financial Group Securities
Alabama
$8.64K
US Bancorp
161
US Bancorp
Minnesota
$8.4K
NSIM
162
North Star Investment Management
Illinois
$8.21K
GRP
163
Global Retirement Partners
California
$7.81K +$220 +44 +3%
HCM
164
Highlander Capital Management
New Jersey
$7.62K +$7.62K +1,500 New
HWA
165
HHM Wealth Advisors
Tennessee
$7.62K +$7.62K +1,500 New
TVAMP
166
Tennessee Valley Asset Management Partners
Tennessee
$7.55K +$7.55K +1,487 New
CWC
167
Carolinas Wealth Consulting
North Carolina
$6.45K
SWA
168
SOA Wealth Advisors
New York
$6.1K
MRCM
169
M&R Capital Management
New Jersey
$5.42K
CB
170
Community Bank
New York
$5.08K
AWM
171
Able Wealth Management
New Jersey
$5.08K +$5.08K +1,000 New
SWM
172
Spire Wealth Management
Virginia
$5.07K
TJHA
173
Thomas J. Herzfeld Advisors
Florida
$4.42K -$37K -7,275 -89%
EWA
174
EverSource Wealth Advisors
Alabama
$3.76K +$3.76K +741 New
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.75K