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Gabelli Equity Trust

83 hedge funds and large institutions have $105M invested in Gabelli Equity Trust in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $94.4M → $105M (+$10.9M)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0.87% more ownership

Funds ownership: 7.83%8.7% (+0.87%)

0% more funds holding

Funds holding: 8383 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$15.7M +$3.84M +609,100 +32%
Cohen & Steers
2
Cohen & Steers
New York
$10.1M +$1.62M +256,573 +19%
FAAS
3
First Allied Advisory Services
California
$8.3M +$454K +72,043 +6%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$5.5M +$2.34M +371,281 +74%
CA
5
Cornerstone Advisors
North Carolina
$4.78M +$4.3M +683,054 +909%
Morgan Stanley
6
Morgan Stanley
New York
$4.77M -$338K -53,701 -7%
CCP
7
Clough Capital Partners
Massachusetts
$4.68M +$4.34M +689,450 +1,293%
GI
8
GAMCO Investors
Connecticut
$4.67M
COLIM
9
City of London Investment Management
United Kingdom
$4.1M +$914K +145,003 +29%
IH
10
IFC Holdings
Florida
$3.63M -$9.45K -1,499 -0.3%
YCM
11
Yakira Capital Management
Connecticut
$3.61M
LPL Financial
12
LPL Financial
California
$3.58M +$232K +36,859 +7%
SFS
13
Shaker Financial Services
Virginia
$3.25M +$548K +86,956 +20%
Invesco
14
Invesco
Georgia
$2.95M +$134K +21,294 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.88M +$83.6K +13,261 +3%
RJA
16
Raymond James & Associates
Florida
$2.31M +$219K +34,737 +10%
Wells Fargo
17
Wells Fargo
California
$2.18M -$183K -29,008 -8%
JWM
18
Jacobus Wealth Management
Wisconsin
$2.06M -$60.6K -9,623 -3%
HCM
19
Hollencrest Capital Management
California
$1.91M +$7.4K +1,175 +0.4%
Bank of America
20
Bank of America
North Carolina
$1.28M +$475K +75,458 +59%
AAM
21
Advisors Asset Management
Colorado
$1.18M +$1.18M +187,813 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$748K +$292K +46,403 +64%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$737K
AIG
24
American International Group
New York
$736K +$79.2K +12,567 +12%
GC
25
Guggenheim Capital
Illinois
$678K +$209K +33,234 +45%