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Gabelli Equity Trust
GAB

Overview Fund Activity

64 hedge funds and large institutions have $43.9M invested in Gabelli Equity Trust in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$4.27M
2
IH
2
IFC Holdings
Florida
$3.56M
3
IMS
3
Index Management Solutions
Pennsylvania
$1.31M
4
JWM
4
Jacobus Wealth Management
Wisconsin
$1.84M
5
LPL Financial
5
LPL Financial
California
$3.24M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Invesco
4
Invesco
Georgia
$3.98M
5
Jane Street
5
Jane Street
New York
$159K
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
GAMCO Investors
Connecticut
$4.88M 630,625 – –
U
2
UBS
Switzerland
$4.27M 551,793 +486,292 +742%
Invesco
3
Invesco
Georgia
$3.98M 514,468 -151,596 -23%
IH
4
IFC Holdings
Florida
$3.56M 463,098 +188,229 +68%
LPL Financial
5
LPL Financial
California
$3.24M 419,002 +83,852 +25%
Morgan Stanley
6
Morgan Stanley
New York
$2.35M 303,139 +1,121 +0.4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.2M 283,595 +25,581 +10%
HCM
8
Hollencrest Capital Management
California
$2.12M 273,701 +891 +0.3%
Wells Fargo
9
Wells Fargo
California
$1.96M 252,746 -49,549 -16%
JWM
10
Jacobus Wealth Management
Wisconsin
$1.84M 237,430 +102,745 +76%
RJA
11
Raymond James & Associates
Florida
$1.42M 183,187 +39,548 +28%
IMS
12
Index Management Solutions
Pennsylvania
$1.31M 168,932 +168,932 New
Bank of America
13
Bank of America
North Carolina
$1.14M 146,851 -37,714 -20%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$888K 114,719 +200 +0.2%
Ameriprise
15
Ameriprise
Minnesota
$794K 102,648 +18,131 +21%
AWA
16
AmeriServ Wealth Advisors
Pennsylvania
$793K 102,419 +4,700 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$570K 73,609 – –
Creative Planning
18
Creative Planning
Kansas
$568K 73,378 +2,604 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$531K 68,560 +11,116 +19%
FNBT
20
FineMark National Bank & Trust
Florida
$484K 62,500 – –
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$393K 50,825 +5,000 +11%
NPC
22
National Planning Corporation
California
$363K 47,000 -24,150 -34%
GC
23
Guggenheim Capital
Illinois
$360K 46,567 +13,790 +42%
FAAS
24
First Allied Advisory Services
California
$266K 34,241 +34,241 New
SB
25
Suntrust Banks
Georgia
$249K 32,277 -1,385 -4%
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