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Gabelli Equity Trust
GAB

Overview Fund Activity

122 hedge funds and large institutions have $94M invested in Gabelli Equity Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
38
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jolley Asset Management
North Carolina
$2.51M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.79M
3
IAA
3
Independent Advisor Alliance
North Carolina
$1.43M
4
LPL Financial
4
LPL Financial
California
$8.15M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$588K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.47M
2
AAM
2
Advisors Asset Management
Colorado
$2.05M
3
Wells Fargo
3
Wells Fargo
California
$6.05M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
NWP
5
Northstar Wealth Partners
Connecticut
$247K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.2M 1,843,854 +4,663 +0.3%
Bank of America
2
Bank of America
North Carolina
$9M 1,477,213 -34,218 -2%
LPL Financial
3
LPL Financial
California
$8.15M 1,338,734 +97,380 +8%
PTC
4
Philadelphia Trust Company
Pennsylvania
$6.7M 1,099,274 +80,095 +8%
Wells Fargo
5
Wells Fargo
California
$6.05M 993,008 -70,498 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.43M 890,845 +28,551 +3%
GI
7
GAMCO Investors
Connecticut
$4.72M 775,256 – –
JAM
8
Jolley Asset Management
North Carolina
$2.51M 412,293 +412,293 New
Cohen & Steers
9
Cohen & Steers
New York
$2.47M 404,919 -195,849 -33%
AG
10
Advisor Group
Arizona
$2.17M 355,630 +13,595 +4%
AAM
11
Advisors Asset Management
Colorado
$2.05M 336,047 -160,820 -32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.79M 293,769 +238,438 +431%
PC
13
Pecaut & Co
Iowa
$1.61M 264,821 -391 -0.1%
CAN
14
Cetera Advisor Networks
California
$1.55M 254,499 +22,731 +10%
RJA
15
Raymond James & Associates
Florida
$1.54M 252,324 +1,853 +0.7%
IAA
16
Independent Advisor Alliance
North Carolina
$1.43M 234,455 +234,455 New
UBS Group
17
UBS Group
Switzerland
$1.32M 217,375 +18,010 +9%
Citigroup
18
Citigroup
New York
$1.27M 208,495 +42,437 +26%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.19M 195,834 -13,188 -6%
SWP
20
Stratos Wealth Partners
Ohio
$1.17M 191,785 -2,859 -1%
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$1.16M 190,252 – –
SC
22
Scotia Capital
Ontario, Canada
$1.15M 188,400 -830 -0.4%
HCM
23
Hollencrest Capital Management
California
$1.11M 181,705 -24,680 -12%
TA
24
Tiedemann Advisors
New York
$1.08M 177,192 – –
ASN
25
Advisory Services Network
Georgia
$958K 157,313 -2,125 -1%
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