Gabelli Equity Trust
199 hedge funds and large institutions have $128M invested in Gabelli Equity Trust in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 13 closing their positions.
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
61% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 41
6% more funds holding
Funds holding: 187 → 199 (+12)
1% more capital invested
Capital invested by funds: $126M → $128M (+$1.27M)
0.24% more ownership
Funds ownership: 7.89% → 8.13% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.3M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.03M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$574K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$532K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$4.11M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.28M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$665K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$636K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$553K |
GAB Hedge Fund Activity: Q4 2024 in Review
199 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Gabelli Equity Trust (GAB) for Q4 2024, worth a combined $128M — up 1% from $126M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new GAB positions and 13 closed out — a net gain of 16 holders — while 66 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.3M. The largest seller was Cohen & Steers, cutting an estimated $4.11M.
- 199 institutional investors held Gabelli Equity Trust (GAB) as of Q4 2024, up from 187 in Q3 2024.
- Funds reported $128M of Gabelli Equity Trust stock for Q4 2024, up 1% quarter-over-quarter.
- 29 funds opened new Gabelli Equity Trust positions in Q4 2024 and 13 closed out, a net change of +16 holders.
- The largest Gabelli Equity Trust buyer in Q4 2024 was LPL Financial, an estimated $4.3M added.
- The largest Gabelli Equity Trust seller in Q4 2024 was Cohen & Steers, an estimated $4.11M sold.
Based on aggregated 13F filings for Q4 2024.