Gabelli Equity Trust
171 hedge funds and large institutions have $147M invested in Gabelli Equity Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 20 reducing their positions, and 12 closing their positions.
190% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 20
175% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 12
10% more funds holding
Funds holding: 156 → 171 (+15)
4% more capital invested
Capital invested by funds: $141M → $147M (+$5.22M)
0.32% less ownership
Funds ownership: 8.12% → 7.8% (-0.32%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.54M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$855K |
| 3 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
+$813K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$686K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.28M |
| 2 |
HHGC
Hunting Hill Global Capital
New York
|
-$4.16M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.95M |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$1.57M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.13M |
GAB Hedge Fund Activity: Q4 2021 in Review
171 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q4 2021, worth a combined $147M — up 3.7% from $141M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new GAB positions and 12 closed out — a net gain of 21 holders — while 58 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $1.54M. The largest seller was LPL Financial, cutting an estimated $4.28M.
- 171 institutional investors held Gabelli Equity Trust (GAB) as of Q4 2021, up from 156 in Q3 2021.
- Funds reported $147M of Gabelli Equity Trust stock for Q4 2021, up 3.7% quarter-over-quarter.
- 33 funds opened new Gabelli Equity Trust positions in Q4 2021 and 12 closed out, a net change of +21 holders.
- The largest Gabelli Equity Trust buyer in Q4 2021 was Bank of America, an estimated $1.54M added.
- The largest Gabelli Equity Trust seller in Q4 2021 was LPL Financial, an estimated $4.28M sold.
Based on aggregated 13F filings for Q4 2021.