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Gabelli Equity Trust
GAB

Overview Fund Activity

120 hedge funds and large institutions have $85.3M invested in Gabelli Equity Trust in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 22 closing their positions.

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
31
Reduced
32
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFWM
1
Institute for Wealth Management
Colorado
$596K
2
SB
2
Suntrust Banks
Georgia
$400K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$698K
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$308K
5
AIP
5
Ahrens Investment Partners
Louisiana
$304K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$258K
2
Wells Fargo
2
Wells Fargo
California
$4.38M
3
Morgan Stanley
3
Morgan Stanley
New York
$9.23M
4
SFS
4
Shaker Financial Services
Virginia
$321K
5
FAAS
5
First Allied Advisory Services
California
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
1
Cohen & Steers
New York
$10.1M 1,976,977 -178,242 -8%
Morgan Stanley
2
Morgan Stanley
New York
$9.23M 1,810,168 -318,457 -15%
FAAS
3
First Allied Advisory Services
California
$6.26M 1,231,781 -223,871 -15%
AAM
4
Advisors Asset Management
Colorado
$5.71M 1,120,175 -131,122 -10%
LPL Financial
5
LPL Financial
California
$5.38M 1,054,681 +59,170 +6%
GI
6
GAMCO Investors
Connecticut
$4.41M 864,075 +1,525 +0.2%
Wells Fargo
7
Wells Fargo
California
$4.38M 859,086 -401,374 -32%
PTC
8
Philadelphia Trust Company
Pennsylvania
$4.2M 823,454 -43,050 -5%
Bank of America
9
Bank of America
North Carolina
$4.07M 797,799 +57,996 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.85M 755,154 +18,739 +3%
PC
11
Pecaut & Co
Iowa
$1.5M 294,802 +3,287 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.47M 287,507 -8,298 -3%
AG
13
Advisor Group
Arizona
$1.43M 280,134 +3,440 +1%
SWP
14
Stratos Wealth Partners
Ohio
$1.06M 207,361 +1,814 +0.9%
HCM
15
Hollencrest Capital Management
California
$1.02M 200,715 -2,691 -1%
UBS Group
16
UBS Group
Switzerland
$986K 193,391 +32,956 +21%
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$894K 175,252 +15,000 +9%
RJA
18
Raymond James & Associates
Florida
$859K 168,501 -102,393 -38%
SC
19
Scotia Capital
Ontario, Canada
$842K 165,077 +13,998 +9%
CAN
20
Cetera Advisor Networks
California
$817K 160,578 +9,021 +6%
CL
21
CSS LLC
Illinois
$711K 139,316 – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$698K 136,930 +74,687 +120%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$682K 133,809 -2,096 -2%
Citigroup
24
Citigroup
New York
$653K 128,056 +652 +0.5%
IFWM
25
Institute for Wealth Management
Colorado
$596K 23,531 +23,531 New
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