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Gabelli Equity Trust
GAB

Overview Fund Activity

83 hedge funds and large institutions have $120M invested in Gabelli Equity Trust in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$46.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$2.09M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.48M
4
Cohen & Steers
4
Cohen & Steers
New York
$9.75M
5
Bank of America
5
Bank of America
North Carolina
$2.2M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$985K
3
IA
3
IFP Advisors
Florida
$19K
4
LPL Financial
4
LPL Financial
California
$4.88M
5
CA
5
Cornerstone Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$46.4M 8,538,344 +804,955 +10%
Cohen & Steers
2
Cohen & Steers
New York
$9.75M 1,795,941 +138,677 +8%
FAAS
3
First Allied Advisory Services
California
$6.71M 1,237,164 -62,993 -5%
LPL Financial
4
LPL Financial
California
$4.88M 935,693 -250,812 -21%
GI
5
GAMCO Investors
Connecticut
$3.9M 718,986 – –
IH
6
IFC Holdings
Florida
$3.32M 612,449 -2,200 -0.4%
Invesco
7
Invesco
Georgia
$3.29M 606,319 -61,958 -9%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$2.47M 453,969 -36,419 -7%
Morgan Stanley
9
Morgan Stanley
New York
$2.32M 426,624 -142,788 -25%
YCM
10
Yakira Capital Management
Connecticut
$2.28M 420,354 -37,500 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.28M 420,303 -29,901 -7%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$2.27M 250,000 – –
Bank of America
13
Bank of America
North Carolina
$2.2M 404,415 +87,009 +27%
State of Wisconsin Investment Board
14
State of Wisconsin Investment Board
Wisconsin
$2.09M 384,600 +384,600 New
COLIM
15
City of London Investment Management
United Kingdom
$1.8M 332,282 -137,023 -29%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.79M 329,643 +44,733 +16%
Wells Fargo
17
Wells Fargo
California
$1.71M 315,376 -6,255 -2%
HCM
18
Hollencrest Capital Management
California
$1.55M 285,499 +4,043 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.48M 271,911 +214,476 +373%
GC
20
Guggenheim Capital
Illinois
$1.39M 256,543 +19,550 +8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.33M 245,572 -5,585 -2%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$1.11M 203,800 +13,000 +7%
AAM
23
Advisors Asset Management
Colorado
$1.1M 202,149 -21,766 -10%
CCP
24
Clough Capital Partners
Massachusetts
$985K 181,387 -359,911 -66%
RJA
25
Raymond James & Associates
Florida
$765K 140,944 -4,269 -3%
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