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Gabelli Equity Trust
GAB

Overview Fund Activity

71 hedge funds and large institutions have $99.3M invested in Gabelli Equity Trust in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$32.7M
2
CCP
2
Clough Capital Partners
Massachusetts
$3.46M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$609K
4
SFS
4
Shaker Financial Services
Virginia
$2.9M
5
FAAS
5
First Allied Advisory Services
California
$6.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.07M
2
RJA
2
Raymond James & Associates
Florida
$691K
3
CA
3
Cornerstone Advisors
North Carolina
$2.89M
4
YCM
4
Yakira Capital Management
Connecticut
$2.43M
5
LPL Financial
5
LPL Financial
California
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$32.7M 6,270,259 +3,216,787 +105%
Cohen & Steers
2
Cohen & Steers
New York
$8.65M 1,657,864 +33,020 +2%
FAAS
3
First Allied Advisory Services
California
$6.9M 1,322,325 +73,470 +6%
GI
4
GAMCO Investors
Connecticut
$3.75M 718,986 – –
CCP
5
Clough Capital Partners
Massachusetts
$3.46M 663,300 +237,400 +56%
Invesco
6
Invesco
Georgia
$3.27M 627,113 +51,967 +9%
IH
7
IFC Holdings
Florida
$2.95M 555,359 -4,800 -0.9%
SFS
8
Shaker Financial Services
Virginia
$2.9M 555,421 +98,861 +22%
CA
9
Cornerstone Advisors
North Carolina
$2.89M 553,597 -147,104 -21%
LPL Financial
10
LPL Financial
California
$2.78M 508,448 -80,716 -14%
COLIM
11
City of London Investment Management
United Kingdom
$2.45M 468,081 +32,683 +8%
YCM
12
Yakira Capital Management
Connecticut
$2.43M 465,168 -90,000 -16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.23M 427,500 -33,215 -7%
Morgan Stanley
14
Morgan Stanley
New York
$2.07M 396,123 -367,370 -48%
JWM
15
Jacobus Wealth Management
Wisconsin
$1.88M 360,863 -7,389 -2%
Wells Fargo
16
Wells Fargo
California
$1.69M 322,964 -50,828 -14%
HCM
17
Hollencrest Capital Management
California
$1.46M 279,551 -6,041 -2%
AAM
18
Advisors Asset Management
Colorado
$1.31M 250,653 -4,432 -2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.2M 230,188 +68,026 +42%
GC
20
Guggenheim Capital
Illinois
$1.09M 209,149 +20,861 +11%
Bank of America
21
Bank of America
North Carolina
$939K 180,002 -76,973 -30%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$914K 175,134 +30,134 +21%
UBS Group
23
UBS Group
Switzerland
$794K 152,080 +26,000 +21%
RJA
24
Raymond James & Associates
Florida
$691K 132,413 -159,468 -55%
AIG
25
American International Group
New York
$651K 124,530 +10,825 +10%
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