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Gabelli Equity Trust

124 hedge funds and large institutions have $61.2M invested in Gabelli Equity Trust in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 122124 (+2)

0.49% less ownership

Funds ownership: 6.16%5.68% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

35% less capital invested

Capital invested by funds: $94M → $61.2M (-$32.8M)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.5M -$681K -123,651 -7%
Bank of America
2
Bank of America
North Carolina
$7.19M +$986K +178,948 +12%
PTC
3
Philadelphia Trust Company
Pennsylvania
$4.56M -$282K -51,180 -5%
Wells Fargo
4
Wells Fargo
California
$4.38M +$71.4K +12,963 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.03M +$197K +35,761 +4%
GI
6
GAMCO Investors
Connecticut
$3.37M
Osaic Holdings
7
Osaic Holdings
Arizona
$1.96M +$2.54M +461,063 New
LPL Financial
8
LPL Financial
California
$1.93M -$5.04M -915,717 -67%
JAM
9
Jolley Asset Management
North Carolina
$1.79M
UBS Group
10
UBS Group
Switzerland
$1.65M +$918K +166,644 +75%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.48M +$256K +46,490 +15%
Cohen & Steers
12
Cohen & Steers
New York
$1.36M -$522K -94,716 -23%
CAN
13
Cetera Advisor Networks
California
$1.18M +$90.9K +16,505 +6%
RJA
14
Raymond James & Associates
Florida
$1.15M +$69.8K +12,668 +5%
PC
15
Pecaut & Co
Iowa
$1.11M -$57.7K -10,483 -4%
SC
16
Scotia Capital
Ontario, Canada
$816K -$5.18K -940 -0.5%
HCM
17
Hollencrest Capital Management
California
$799K +$10.8K +1,953 +1%
SWP
18
Stratos Wealth Partners
Ohio
$793K -$53.4K -9,693 -5%
SBIA
19
Sheaff Brock Investment Advisors
Indiana
$784K -$56.3K -10,230 -5%
TA
20
Tiedemann Advisors
New York
$771K
AAM
21
Advisors Asset Management
Colorado
$674K -$1.02M -185,237 -54%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$674K +$873K +158,529 New
ASN
23
Advisory Services Network
Georgia
$620K -$83.1K -15,090 -9%
PAG
24
Private Advisor Group
New Jersey
$569K +$303K +55,091 +70%
FAAS
25
First Allied Advisory Services
California
$525K -$17.4K -3,156 -2%