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Gabelli Equity Trust
GAB

52 hedge funds and large institutions have $42M invested in Gabelli Equity Trust in 2013 Q2 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2.74% more ownership

Funds ownership: 0% → 2.74% (+2.7%)

Holders
52
Holders Change
+52
Holders Change %
–
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
52
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$9.56M – – –
Cohen & Steers
2
Cohen & Steers
New York
$8.76M +$8.75M +1,387,456 New
GI
3
GAMCO Investors
Connecticut
$4.2M +$4.2M +665,247 New
Invesco
4
Invesco
Georgia
$3.12M +$3.12M +494,016 New
Morgan Stanley
5
Morgan Stanley
New York
$2.04M +$2.04M +323,528 New
Wells Fargo
6
Wells Fargo
California
$2M +$2M +316,502 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.98M +$1.98M +313,869 New
IH
8
IFC Holdings
Florida
$1.37M +$1.37M +216,440 New
LPL Financial
9
LPL Financial
California
$1.31M +$1.3M +206,868 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.06M +$1.06M +167,768 New
RJA
11
Raymond James & Associates
Florida
$1M +$1M +158,711 New
AWA
12
AmeriServ Wealth Advisors
Pennsylvania
$582K +$581K +92,109 New
Bank of America
13
Bank of America
North Carolina
$560K +$559K +88,590 New
U
14
UBS
Switzerland
$470K +$469K +74,323 New
Ameriprise
15
Ameriprise
Minnesota
$327K +$327K +51,785 New
JWM
16
Jacobus Wealth Management
Wisconsin
$319K +$319K +50,530 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$286K +$286K +45,284 New
FNBT
18
FineMark National Bank & Trust
Florida
$248K +$248K +39,348 New
DADC
19
D.A. Davidson & Co
Montana
$237K +$238K +37,665 New
SB
20
Suntrust Banks
Georgia
$232K +$233K +36,952 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$205K +$205K +32,517 New
Creative Planning
22
Creative Planning
Kansas
$166K +$166K +26,362 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$163K +$163K +25,785 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$121K +$121K +19,120 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$116K +$116K +18,428 New
1
2 3

GAB Hedge Fund Activity: Q2 2013 in Review

52 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q2 2013, worth a combined $42M.

Buyers outnumbered sellers: 52 funds opened new GAB positions and 0 closed out — a net gain of 52 holders — while 0 added to existing stakes and 0 trimmed.

  • 52 institutional investors held Gabelli Equity Trust (GAB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $42M of Gabelli Equity Trust stock for Q2 2013.
  • 52 funds opened new Gabelli Equity Trust positions in Q2 2013 and 0 closed out, a net change of +52 holders.

Based on aggregated 13F filings for Q2 2013.