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Gabelli Equity Trust
GAB

Overview Fund Activity

122 hedge funds and large institutions have $95.5M invested in Gabelli Equity Trust in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
32
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.1M
2
IP
Isthmus Partners
Wisconsin
+$798K
3
PTC
Philadelphia Trust Company
Pennsylvania
+$695K
4
SDAM
Shulman DeMeo Asset Management
New York
+$495K
5
ASN
Advisory Services Network
Georgia
+$468K

Top Sellers

1
FAAS
First Allied Advisory Services
California
-$6.73M
2
AAM
Advisors Asset Management
Colorado
-$1.62M
3
Cohen & Steers
Cohen & Steers
New York
-$1.08M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$667K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$460K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.2M +$66.6K +11,084 +0.6%
Cohen & Steers
2
Cohen & Steers
New York
$11.1M -$1.08M -179,015 -9%
Bank of America
3
Bank of America
North Carolina
$7.01M +$2.1M +349,987 +43%
LPL Financial
4
LPL Financial
California
$6.85M +$365K +60,662 +6%
PTC
5
Philadelphia Trust Company
Pennsylvania
$5.76M +$695K +115,599 +14%
GI
6
GAMCO Investors
Connecticut
$5.28M -$37.8K -6,281 -0.7%
AAM
7
Advisors Asset Management
Colorado
$5.27M -$1.62M -269,787 -24%
Wells Fargo
8
Wells Fargo
California
$5.24M -$48.3K -8,038 -0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.05M +$401K +66,755 +9%
AG
10
Advisor Group
Arizona
$1.99M +$262K +43,648 +15%
PC
11
Pecaut & Co
Iowa
$1.81M -$7.59K -1,262 -0.4%
RJA
12
Raymond James & Associates
Florida
$1.49M +$451K +75,051 +44%
HCM
13
Hollencrest Capital Management
California
$1.25M +$16.6K +2,753 +1%
SWP
14
Stratos Wealth Partners
Ohio
$1.25M -$25.2K -4,193 -2%
CAN
15
Cetera Advisor Networks
California
$1.23M +$243K +40,304 +25%
UBS Group
16
UBS Group
Switzerland
$1.14M -$51.4K -8,544 -4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.1M -$667K -110,976 -38%
SBIA
18
Sheaff Brock Investment Advisors
Indiana
$1.08M – – –
SC
19
Scotia Capital
Ontario, Canada
$1.03M +$10.8K +1,797 +1%
ASN
20
Advisory Services Network
Georgia
$926K +$468K +77,787 +102%
FAAS
21
First Allied Advisory Services
California
$863K -$6.73M -1,116,905 -89%
CL
22
CSS LLC
Illinois
$857K – – –
Baird Financial Group
23
Baird Financial Group
Wisconsin
$854K +$30.7K +5,106 +4%
Citigroup
24
Citigroup
New York
$839K +$51.1K +8,500 +6%
IP
25
Isthmus Partners
Wisconsin
$798K +$798K +67,163 New
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