GAB icon

Gabelli Equity Trust
GAB

Overview Fund Activity

129 hedge funds and large institutions have $103M invested in Gabelli Equity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.1M
2
Ameriprise
Ameriprise
Minnesota
$1.9M
3
SPIA
Steward Partners Investment Advisory
New York
$591K
4
Citadel Advisors
Citadel Advisors
Florida
$352K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.67M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.02M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
PAG
Private Advisor Group
New Jersey
$330K
4
LWM
Laidlaw Wealth Management
New York
$0
5
AAM
Advisors Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$14.4M +$291K +43,632 +2%
Morgan Stanley
2
Morgan Stanley
New York
$12.1M +$1.31M +196,373 +12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.67M +$323K +48,453 +4%
PTC
4
Philadelphia Trust Company
Pennsylvania
$7.26M -$18.8K -2,818 -0.3%
Bank of America
5
Bank of America
North Carolina
$7.02M -$3M -450,373 -30%
GI
6
GAMCO Investors
Connecticut
$5.39M -$1.71K -257 -0%
Wells Fargo
7
Wells Fargo
California
$5.04M -$138K -20,772 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.93M -$208K -31,225 -7%
LOPW
9
Live Oak Private Wealth
North Carolina
$2.81M – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.69M +$221K +33,122 +9%
GSWM
11
Golden State Wealth Management
California
$2.65M +$78.5K +11,781 +3%
Ameriprise
12
Ameriprise
Minnesota
$1.9M +$1.07M +160,792 +129%
CAN
13
Cetera Advisor Networks
California
$1.75M -$61.4K -9,207 -3%
UBS Group
14
UBS Group
Switzerland
$1.7M -$24.9K -3,738 -1%
MGWM
15
Marks Group Wealth Management
Minnesota
$1.61M – – –
SWP
16
Stratos Wealth Partners
Ohio
$1.41M +$126K +18,933 +10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.27M -$3.12K -468 -0.2%
RJA
18
Raymond James & Associates
Florida
$1.21M +$54K +8,097 +5%
SC
19
Scotia Capital
Ontario, Canada
$1.21M -$57K -8,548 -5%
PC
20
Pecaut & Co
Iowa
$1.04M -$156K -23,482 -13%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.03M +$60.9K +9,143 +6%
TA
22
Tiedemann Advisors
New York
$985K – – –
HCM
23
Hollencrest Capital Management
California
$878K -$68.2K -10,230 -7%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$821K -$120K -18,048 -13%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$603K -$24.8K -3,711 -4%
1
2 3 4 5