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Gabelli Equity Trust
GAB

Overview Fund Activity

63 hedge funds and large institutions have $144M invested in Gabelli Equity Trust in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$12.1M
2
IMS
2
Index Management Solutions
Pennsylvania
$2.49M
3
LPL Financial
3
LPL Financial
California
$4.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.41M
5
FAAS
5
First Allied Advisory Services
California
$481K

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.78M
3
HTC
3
Haverford Trust Company
Pennsylvania
$0
4
NPC
4
National Planning Corporation
California
$180K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAC
1
Smith Affiliated Capital
New York
– – – –
U
2
UBS
Switzerland
$12.1M 1,604,667 +1,052,874 +191%
GI
3
GAMCO Investors
Connecticut
$4.75M 630,625 – –
LPL Financial
4
LPL Financial
California
$4.1M 545,063 +126,061 +30%
IH
5
IFC Holdings
Florida
$3.59M 479,378 +16,280 +4%
IMS
6
Index Management Solutions
Pennsylvania
$2.49M 330,024 +161,092 +95%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.41M 319,526 +35,931 +13%
Invesco
8
Invesco
Georgia
$2.32M 307,663 -206,805 -40%
HCM
9
Hollencrest Capital Management
California
$2.05M 271,853 -1,848 -0.7%
Wells Fargo
10
Wells Fargo
California
$1.84M 243,743 -9,003 -4%
Morgan Stanley
11
Morgan Stanley
New York
$1.78M 236,667 -66,472 -22%
JWM
12
Jacobus Wealth Management
Wisconsin
$1.77M 234,805 -2,625 -1%
RJA
13
Raymond James & Associates
Florida
$1.48M 196,154 +12,967 +7%
Bank of America
14
Bank of America
North Carolina
$1.29M 171,235 +24,384 +17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$849K 112,719 -2,000 -2%
AWA
16
AmeriServ Wealth Advisors
Pennsylvania
$780K 103,519 +1,100 +1%
Ameriprise
17
Ameriprise
Minnesota
$777K 103,214 +566 +0.6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$600K 79,665 +11,105 +16%
HighTower Advisors
19
HighTower Advisors
Illinois
$554K 73,609 – –
Creative Planning
20
Creative Planning
Kansas
$499K 66,288 -7,090 -10%
FAAS
21
First Allied Advisory Services
California
$481K 64,090 +29,849 +87%
FNBT
22
FineMark National Bank & Trust
Florida
$471K 62,500 – –
GC
23
Guggenheim Capital
Illinois
$332K 44,078 -2,489 -5%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$326K 43,325 -7,500 -15%
SB
25
Suntrust Banks
Georgia
$265K 35,321 +3,044 +9%
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