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Gabelli Equity Trust
GAB

Overview Fund Activity

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.

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
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$41.1M
2
LPL Financial
2
LPL Financial
California
$6.13M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$2.6M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$1.34M
5
IA
5
IFP Advisors
Florida
$1.31M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$1.27M
2
JWM
2
Jacobus Wealth Management
Wisconsin
$676K
3
CCP
3
Clough Capital Partners
Massachusetts
$2.87M
4
SFS
4
Shaker Financial Services
Virginia
$2.44M
5
AAM
5
Advisors Asset Management
Colorado
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$41.1M 7,733,389 +1,463,130 +23%
Cohen & Steers
2
Cohen & Steers
New York
$8.8M 1,657,264 -600 -0%
FAAS
3
First Allied Advisory Services
California
$6.92M 1,300,157 -22,168 -2%
LPL Financial
4
LPL Financial
California
$6.13M 1,186,505 +678,057 +133%
GI
5
GAMCO Investors
Connecticut
$3.82M 718,986 – –
Invesco
6
Invesco
Georgia
$3.55M 668,277 +41,164 +7%
IH
7
IFC Holdings
Florida
$3.26M 614,649 +59,290 +11%
Morgan Stanley
8
Morgan Stanley
New York
$3.02M 569,412 +173,289 +44%
CCP
9
Clough Capital Partners
Massachusetts
$2.87M 541,298 -122,002 -18%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$2.6M 490,388 +490,388 New
SFS
11
Shaker Financial Services
Virginia
$2.44M 459,516 -95,905 -17%
COLIM
12
City of London Investment Management
United Kingdom
$2.44M 469,305 +1,224 +0.3%
YCM
13
Yakira Capital Management
Connecticut
$2.43M 457,854 -7,314 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.39M 450,204 +22,704 +5%
Wells Fargo
15
Wells Fargo
California
$1.71M 321,631 -1,333 -0.4%
Bank of America
16
Bank of America
North Carolina
$1.69M 317,406 +137,404 +76%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.51M 284,910 +54,722 +24%
HCM
18
Hollencrest Capital Management
California
$1.49M 281,456 +1,905 +0.7%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$1.34M 250,000 +249,031 +25,700%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.33M 251,157 +134,494 +115%
IA
21
IFP Advisors
Florida
$1.31M 247,343 +247,343 New
CA
22
Cornerstone Advisors
North Carolina
$1.27M 239,396 -314,201 -57%
GC
23
Guggenheim Capital
Illinois
$1.26M 236,993 +27,844 +13%
AAM
24
Advisors Asset Management
Colorado
$1.19M 223,915 -26,738 -11%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$1.01M 190,800 +15,666 +9%
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