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Gabelli Equity Trust
GAB

Overview Fund Activity

72 hedge funds and large institutions have $61.2M invested in Gabelli Equity Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
24
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DMAM
1
Del Mar Asset Management
New York
$2.85M
2
YCM
2
Yakira Capital Management
Connecticut
$2.65M
3
KIM
3
Karpus Investment Management
New York
$2.5M
4
CS
4
Credit Suisse
Switzerland
$2.48M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.26M

Top Sellers

1
AWA
1
AmeriServ Wealth Advisors
Pennsylvania
$0
2
JWM
2
Jacobus Wealth Management
Wisconsin
$1.35M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$369K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Invesco
5
Invesco
Georgia
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$12.3M 1,929,321 +324,654 +20%
GI
2
GAMCO Investors
Connecticut
$4.02M 630,625 – –
LPL Financial
3
LPL Financial
California
$3.58M 568,435 +23,372 +4%
IH
4
IFC Holdings
Florida
$3M 469,735 -9,643 -2%
DMAM
5
Del Mar Asset Management
New York
$2.85M 446,200 +446,200 New
YCM
6
Yakira Capital Management
Connecticut
$2.65M 415,252 +415,252 New
IMS
7
Index Management Solutions
Pennsylvania
$2.5M 392,462 +62,438 +19%
KIM
8
Karpus Investment Management
New York
$2.5M 391,543 +391,543 New
CS
9
Credit Suisse
Switzerland
$2.48M 388,751 +388,751 New
Cohen & Steers
10
Cohen & Steers
New York
$2.26M 353,578 +353,578 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.05M 320,880 +1,354 +0.4%
Morgan Stanley
12
Morgan Stanley
New York
$1.96M 306,498 +69,831 +30%
Invesco
13
Invesco
Georgia
$1.89M 295,963 -11,700 -4%
Wells Fargo
14
Wells Fargo
California
$1.74M 272,262 +28,519 +12%
HCM
15
Hollencrest Capital Management
California
$1.68M 263,432 -8,421 -3%
JWM
16
Jacobus Wealth Management
Wisconsin
$1.35M 211,350 -23,455 -10%
RJA
17
Raymond James & Associates
Florida
$1.23M 192,734 -3,420 -2%
Bank of America
18
Bank of America
North Carolina
$1.1M 172,545 +1,310 +0.8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$719K 112,719 – –
Ameriprise
20
Ameriprise
Minnesota
$639K 100,115 -3,099 -3%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$638K 99,994 +94,100 +1,597%
BI
22
Bulldog Investors
New Jersey
$518K 81,148 +81,148 New
SIA
23
Sit Investment Associates
Minnesota
$489K 76,717 +76,717 New
Creative Planning
24
Creative Planning
Kansas
$455K 71,343 +5,055 +8%
FAAS
25
First Allied Advisory Services
California
$438K 69,154 +5,064 +8%
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