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Gabelli Equity Trust
GAB

Overview Fund Activity

123 hedge funds and large institutions have $61.1M invested in Gabelli Equity Trust in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.96M
2
Bank of America
2
Bank of America
North Carolina
$7.19M
3
UBS Group
3
UBS Group
Switzerland
$1.65M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$674K
5
CWP
5
Capital Wealth Planning
Florida
$272K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.93M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
AAM
4
Advisors Asset Management
Colorado
$674K
5
Citigroup
5
Citigroup
New York
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.5M 1,722,983 -120,871 -7%
Bank of America
2
Bank of America
North Carolina
$7.19M 1,652,138 +174,925 +12%
PTC
3
Philadelphia Trust Company
Pennsylvania
$4.56M 1,049,244 -50,030 -5%
Wells Fargo
4
Wells Fargo
California
$4.38M 1,005,679 +12,671 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.03M 925,802 +34,957 +4%
GI
6
GAMCO Investors
Connecticut
$3.37M 775,256 – –
Osaic Holdings
7
Osaic Holdings
Arizona
$1.96M 450,697 +450,697 New
LPL Financial
8
LPL Financial
California
$1.93M 443,605 -895,129 -67%
JAM
9
Jolley Asset Management
North Carolina
$1.79M 412,293 – –
UBS Group
10
UBS Group
Switzerland
$1.65M 380,273 +162,898 +75%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.48M 339,214 +45,445 +15%
Cohen & Steers
12
Cohen & Steers
New York
$1.36M 312,332 -92,587 -23%
CAN
13
Cetera Advisor Networks
California
$1.18M 270,632 +16,133 +6%
RJA
14
Raymond James & Associates
Florida
$1.15M 264,707 +12,383 +5%
PC
15
Pecaut & Co
Iowa
$1.11M 254,574 -10,247 -4%
SC
16
Scotia Capital
Ontario, Canada
$816K 187,481 -919 -0.5%
HCM
17
Hollencrest Capital Management
California
$799K 183,614 +1,909 +1%
SWP
18
Stratos Wealth Partners
Ohio
$793K 182,310 -9,475 -5%
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$784K 180,252 -10,000 -5%
TA
20
Tiedemann Advisors
New York
$771K 177,192 – –
AAM
21
Advisors Asset Management
Colorado
$674K 154,975 -181,072 -54%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$674K 154,965 +154,965 New
ASN
23
Advisory Services Network
Georgia
$620K 142,562 -14,751 -9%
PAG
24
Private Advisor Group
New Jersey
$569K 130,791 +53,853 +70%
FAAS
25
First Allied Advisory Services
California
$525K 120,680 -3,085 -2%
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