Gabelli Equity Trust
199 hedge funds and large institutions have $252M invested in Gabelli Equity Trust in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 13 closing their positions.
131% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 13
103% more capital invested
Capital invested by funds: $124M → $252M (+$128M)
59% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 41
7% more funds holding
Funds holding: 186 → 199 (+13)
0.37% less ownership
Funds ownership: 8.5% → 8.13% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.3M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.03M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$574K |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$539K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$10.4M |
| 2 |
Cohen & Steers
New York
|
-$4.11M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.28M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$665K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$636K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
201
Pure Financial Advisors
San Diego,
California
| – | -$285K | -51,834 | Closed |
|
|
PA
202
Pinnacle Associates
New York
| – | -$146K | -28,642 | Closed |
|
203
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$92.6K | -16,874 | Closed |
|
|
CWM
204
Comprehensive Wealth Management
Lynnwood,
Washington
| – | -$85.4K | -15,549 | Closed |
|
|
DJYG
205
David J. Yvars Group
University Park,
Florida
| – | -$80.8K | -14,716 | Closed |
|
|
AL
206
Aspiriant LLC
Los Angeles,
California
| – | -$58.6K | -10,676 | Closed |
|
|
CB
207
CNB Bank
Clearfield,
Pennsylvania
| – | -$37.7K | -6,869 | Closed |
|
|
GJWM
208
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$22K | -4,000 | Closed |
|
|
S
209
SignatureFD
Atlanta,
Georgia
| – | -$6.59K | -1,200 | Closed |
|
|
FFA
210
Farther Finance Advisors
San Francisco,
California
| – | -$1.09K | -198 | Closed |
|
|
TRCT
211
Tower Research Capital (TRC)
New York
| – | -$154 | -28 | Closed |
|
212
Fidelity Investments
Boston,
Massachusetts
| – | -$16 | -3 | Closed |
|
GAB Hedge Fund Activity: Q4 2024 in Review
199 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q4 2024, worth a combined $252M — up 103% from $124M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new GAB positions and 13 closed out — a net gain of 17 holders — while 65 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.3M. The largest seller was International Assets Investment Management, cutting an estimated $10.4M.
- 199 institutional investors held Gabelli Equity Trust (GAB) as of Q4 2024, up from 186 in Q3 2024.
- Funds reported $252M of Gabelli Equity Trust stock for Q4 2024, up 103% quarter-over-quarter.
- 30 funds opened new Gabelli Equity Trust positions in Q4 2024 and 13 closed out, a net change of +17 holders.
- The largest Gabelli Equity Trust buyer in Q4 2024 was LPL Financial, an estimated $4.3M added.
- The largest Gabelli Equity Trust seller in Q4 2024 was International Assets Investment Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2024.