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Gabelli Equity Trust
GAB

Overview Fund Activity

155 hedge funds and large institutions have $141M invested in Gabelli Equity Trust in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
60
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$7.4M
2
HHGC
2
Hunting Hill Global Capital
New York
$4.16M
3
LPL Financial
3
LPL Financial
California
$16.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.4M
5
CCP
5
Clough Capital Partners
Massachusetts
$1.95M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$159K
2
Barclays
2
Barclays
United Kingdom
$756K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.65M
4
BWM
4
BerganKDV Wealth Management
Minnesota
$4.14M
5
PTP
5
Platform Technology Partners
New York
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$16.9M 2,542,251 +373,073 +17%
Morgan Stanley
2
Morgan Stanley
New York
$14.4M 2,169,790 +308,396 +17%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.1M 1,367,944 +207,492 +18%
Bank of America
4
Bank of America
North Carolina
$8.66M 1,302,013 +268,609 +26%
Cohen & Steers
5
Cohen & Steers
New York
$7.4M 1,112,237 +1,034,690 +1,334%
PTC
6
Philadelphia Trust Company
Pennsylvania
$6.93M 1,042,324 -21,985 -2%
GI
7
GAMCO Investors
Connecticut
$5.76M 865,948 +80,943 +10%
Wells Fargo
8
Wells Fargo
California
$5.43M 815,826 +86,544 +12%
HHGC
9
Hunting Hill Global Capital
New York
$4.16M 624,836 +624,836 New
BWM
10
BerganKDV Wealth Management
Minnesota
$4.14M 622,514 -108,700 -15%
LOPW
11
Live Oak Private Wealth
North Carolina
$3.42M 514,176 +101,883 +25%
GSWM
12
Golden State Wealth Management
California
$3.12M 469,568 +71,594 +18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.04M 457,541 +31,912 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.65M 398,130 -138,923 -26%
UBS Group
15
UBS Group
Switzerland
$2.12M 318,505 +25,365 +9%
Ameriprise
16
Ameriprise
Minnesota
$2.06M 309,444 +24,034 +8%
CAN
17
Cetera Advisor Networks
California
$2.04M 307,082 +28,135 +10%
CCP
18
Clough Capital Partners
Massachusetts
$1.95M 293,362 +293,362 New
YCM
19
Yakira Capital Management
Connecticut
$1.58M 236,867 +236,867 New
MGWM
20
Marks Group Wealth Management
Minnesota
$1.57M 236,140 – –
SFS
21
Shaker Financial Services
Virginia
$1.48M 221,809 -66,362 -23%
SC
22
Scotia Capital
Ontario, Canada
$1.44M 217,069 +23,845 +12%
AWM
23
Accel Wealth Management
Iowa
$1.38M 207,566 +131,853 +174%
SWP
24
Stratos Wealth Partners
Ohio
$1.37M 205,319 -1,025 -0.5%
RJA
25
Raymond James & Associates
Florida
$1.33M 199,726 -6,107 -3%
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