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Gabelli Equity Trust
GAB

Overview Fund Activity

120 hedge funds and large institutions have $148M invested in Gabelli Equity Trust in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 23 closing their positions.

Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
34
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.1M
2
1CP
2
1607 Capital Partners
Virginia
$3.88M
3
KIM
3
Karpus Investment Management
New York
$29.5M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$2.55M
5
PTC
5
Philadelphia Trust Company
Pennsylvania
$4.03M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$2.84M
2
Wells Fargo
2
Wells Fargo
California
$3.96M
3
RCM
3
Rivernorth Capital Management
Florida
$1.07M
4
OFG
4
OTA Financial Group
New York
$0
5
WAM
5
Weiss Asset Management
Massachusetts
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$29.5M 4,827,025 +606,899 +14%
Cohen & Steers
2
Cohen & Steers
New York
$14.4M 2,345,930 +84,674 +4%
FAAS
3
First Allied Advisory Services
California
$11.2M 1,843,706 -46,158 -2%
Morgan Stanley
4
Morgan Stanley
New York
$10.7M 1,745,963 +224,261 +15%
AAM
5
Advisors Asset Management
Colorado
$6.95M 1,104,203 +176,382 +19%
GI
6
GAMCO Investors
Connecticut
$5.19M 848,545 -1,143 -0.1%
LPL Financial
7
LPL Financial
California
$5.1M 833,986 +729,325 +697%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.42M 722,370 +21,874 +3%
PTC
9
Philadelphia Trust Company
Pennsylvania
$4.03M 658,969 +362,384 +122%
Wells Fargo
10
Wells Fargo
California
$3.96M 646,807 -1,308,999 -67%
1CP
11
1607 Capital Partners
Virginia
$3.88M 633,105 +633,105 New
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$3.69M 600,000 +200,000 +50%
Bank of America
13
Bank of America
North Carolina
$3.55M 579,546 -81,655 -12%
COLIM
14
City of London Investment Management
United Kingdom
$2.84M 463,504 -1,358,224 -75%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$2.55M 415,893 +415,893 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.91M 312,516 +5,332 +2%
PC
17
Pecaut & Co
Iowa
$1.77M 289,193 +26,122 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.65M 268,916 +37,206 +16%
RJA
19
Raymond James & Associates
Florida
$1.45M 237,297 +7,245 +3%
Invesco
20
Invesco
Georgia
$1.45M 236,812 -13,264 -5%
BC
21
Brinker Capital
Pennsylvania
$1.42M 231,506 +37,164 +19%
CRC
22
Curi RMB Capital
Illinois
$1.27M 207,919 +104,029 +100%
AG
23
Advisor Group
Arizona
$1.26M 206,391 +1,921 +0.9%
SWP
24
Stratos Wealth Partners
Ohio
$1.26M 205,606 +68,591 +50%
HCM
25
Hollencrest Capital Management
California
$1.18M 192,307 -23,505 -11%
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