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Gabelli Equity Trust

87 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

23% more funds holding

Funds holding: 7187 (+16)

21% more capital invested

Capital invested by funds: $99.3M → $120M (+$20.4M)

1.69% more ownership

Funds ownership: 8.93%10.62% (+1.7%)

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
29
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$41.1M +$8.09M +1,508,756 +23%
Cohen & Steers
2
Cohen & Steers
New York
$8.8M -$3.32K -619 -0%
FAAS
3
First Allied Advisory Services
California
$6.92M -$123K -22,859 -2%
LPL Financial
4
LPL Financial
California
$6.13M +$3.75M +699,202 +133%
GI
5
GAMCO Investors
Connecticut
$3.82M
Invesco
6
Invesco
Georgia
$3.55M +$228K +42,448 +7%
IH
7
IFC Holdings
Florida
$3.26M +$328K +61,139 +11%
Morgan Stanley
8
Morgan Stanley
New York
$3.02M +$959K +178,693 +44%
CCP
9
Clough Capital Partners
Massachusetts
$2.87M -$675K -125,806 -18%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$2.6M +$2.71M +505,680 New
SFS
11
Shaker Financial Services
Virginia
$2.44M -$530K -98,895 -17%
COLIM
12
City of London Investment Management
United Kingdom
$2.44M +$6.77K +1,262 +0.3%
YCM
13
Yakira Capital Management
Connecticut
$2.43M -$40.5K -7,542 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.39M +$126K +23,412 +5%
Wells Fargo
15
Wells Fargo
California
$1.71M -$7.37K -1,374 -0.4%
Bank of America
16
Bank of America
North Carolina
$1.69M +$760K +141,689 +76%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.51M +$303K +56,429 +24%
HCM
18
Hollencrest Capital Management
California
$1.49M +$10.5K +1,964 +0.7%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$1.34M +$1.38M +256,797 +25,705%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.33M +$744K +138,688 +115%
IA
21
IFP Advisors
Florida
$1.31M +$1.37M +255,056 New
CA
22
Cornerstone Advisors
North Carolina
$1.27M -$1.74M -323,999 -57%
GC
23
Guggenheim Capital
Illinois
$1.26M +$154K +28,712 +13%
AAM
24
Advisors Asset Management
Colorado
$1.19M -$148K -27,571 -11%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.01M +$86.7K +16,155 +9%