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Gabelli Equity Trust
GAB

Overview Fund Activity

170 hedge funds and large institutions have $146M invested in Gabelli Equity Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
57
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.9M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$876K
3
MGWM
3
Marks Group Wealth Management
Minnesota
$2.53M
4
Wells Fargo
4
Wells Fargo
California
$6.57M
5
AAM
5
Advisors Asset Management
Colorado
$1.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
HHGC
2
Hunting Hill Global Capital
New York
$0
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
YCM
4
Yakira Capital Management
Connecticut
$0
5
SFS
5
Shaker Financial Services
Virginia
$439K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16M 2,226,163 +56,373 +3%
LPL Financial
2
LPL Financial
California
$13.9M 1,932,466 -609,785 -24%
Bank of America
3
Bank of America
North Carolina
$10.9M 1,522,167 +220,154 +17%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.2M 1,419,886 +51,942 +4%
Cohen & Steers
5
Cohen & Steers
New York
$7.83M 1,088,608 -23,629 -2%
PTC
6
Philadelphia Trust Company
Pennsylvania
$7.62M 1,060,374 +18,050 +2%
Wells Fargo
7
Wells Fargo
California
$6.57M 913,618 +97,792 +12%
GI
8
GAMCO Investors
Connecticut
$6.23M 865,948 – –
BWM
9
BerganKDV Wealth Management
Minnesota
$4.48M 622,514 – –
LOPW
10
Live Oak Private Wealth
North Carolina
$3.7M 514,176 – –
GSWM
11
Golden State Wealth Management
California
$3.57M 497,124 +27,556 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.47M 481,819 +24,278 +5%
MGWM
13
Marks Group Wealth Management
Minnesota
$2.53M 351,955 +115,815 +49%
Ameriprise
14
Ameriprise
Minnesota
$2.43M 337,352 +27,908 +9%
UBS Group
15
UBS Group
Switzerland
$2.41M 334,964 +16,459 +5%
CAN
16
Cetera Advisor Networks
California
$2.3M 319,482 +12,400 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.29M 318,361 -79,769 -20%
AWM
18
Accel Wealth Management
Iowa
$2.1M 292,665 +85,099 +41%
SC
19
Scotia Capital
Ontario, Canada
$1.7M 236,768 +19,699 +9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.61M 224,470 +32,489 +17%
RJA
21
Raymond James & Associates
Florida
$1.57M 218,074 +18,348 +9%
AAM
22
Advisors Asset Management
Colorado
$1.4M 194,069 +90,726 +88%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.34M 186,088 +137 +0.1%
SWP
24
Stratos Wealth Partners
Ohio
$1.33M 184,546 -20,773 -10%
SPIA
25
Steward Partners Investment Advisory
New York
$959K 133,386 +32,103 +32%
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