Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GABELLI EQUITY TR INC (GAB)

203 + Investors. Track Smart Money conviction in GAB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — GAB

Based on 203 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added GAB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
203 hedge funds hold GAB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

103 buying61 selling
Last quarter: 103 funds were net buyers (37 opened a brand new position + 66 added to an existing one). Only 61 were sellers (38 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new GAB position: 20 → 15 → 26 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
120 out of 203 hedge funds have held GAB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +8%, value -10%

Value
-10%
Shares
+7%
Last quarter: funds added +8% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

16 → 20 → 15 → 26 → 37 new funds/Q
New funds entering each quarter: 20 → 15 → 26 → 37. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 15% 1-2yr ■ 26% new
Of 203 current holders: 121 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
14 of 203 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GAB

In 2026 Q1, 103 hedge funds were net buyers of GAB (37 opened a new position, 66 added to an existing one), while 61 reduced or exited (38 trimmed, 23 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 39% of total institutional value in GAB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 203.

Hedge Fund Ownership: GAB

How many hedge funds hold GAB — quarterly history vs. share price
Quarterly hedge fund ownership of GAB vs. share price

Market Analysis: GAB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GAB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy GABELLI EQUITY TR INC (GAB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GAB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
GAB
+8.2%
XLF
+5.2%

GAB outperformed XLF by +3.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
GAB
-0.7%
XLF
+1.6%

Since the filing became public, GAB outperformed XLF by -2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: GAB
203 + Investors

Track Smart Money conviction in GAB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 203 189 7.41%
13F Shares 27M 25M 7.63%
Total Value $141M $157M -10.34%
New Positions 37 26 +11
Increased Positions 66 60 +6
Closed Positions 23 16 +7
Reduced Positions 38 37 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GAB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

203 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GAB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of GAB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ursa Fund Management, LLC 1.92% 367,924 $2.1M
2 PMG Family Office LLC 0.90% 144,361 $808K
3 Advisory Advocates, LLC 0.60% 97,438 $601K
4 Yakira Capital Management, Inc. 0.59% 362,409 $2.0M
5 Valley Brook Capital Group, Inc. 0.50% 133,960 $750K
6 Accel Wealth Management 0.50% 343,642 $1.9M
7 PHILADELPHIA TRUST CO 0.40% 1,023,419 $6K
8 Live Oak Private Wealth LLC 0.40% 514,176 $2.9M
9 Zinnia Wealth Advisory, LLC 0.40% 63,505 $356K
10 Cable Car Capital, LP 0.39% 200,000 $1.1M
11 LEIGH BALDWIN & CO., LLC 0.31% 86,084 $482K
12 Alpine Global Management, LLC 0.28% 336,337 $1.9M
13 Quarry LP 0.19% 189,452 $1.1M
14 Golden State Wealth Management, LLC 0.18% 287,296 $1.6M
15 Coquina Private Wealth LLC 0.17% 38,306 $215K
16 Darden Wealth Group Inc 0.16% 57,000 $319K
17 FLYNN ZITO CAPITAL MANAGEMENT, LLC 0.16% 89,280 $500K
18 Kingstone Capital Partners Texas, LLC 0.15% 43,060 $241K
19 Marks Group Wealth Management, Inc 0.12% 227,710 $1.3M
20 Symphony Financial Services, Inc. 0.09% 31,904 $179K
21 Kapstone Financial Advisors LLC 0.09% 31,350 $176K
22 INDEPENDENT FINANCIAL GROUP, LLC 0.08% 499,966 $2.8M
23 Chancellor Financial Group WB LP 0.08% 19,965 $112K
24 Ascentis Independent Advisors 0.08% 181,816 $1.0M
25 Kera Capital Partners, Inc. 0.07% 105,780 $592K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — GABELLI EQUITY TR INC (GAB)

What does the Smart Money Trend signal show for GAB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added GAB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GAB?

More buyers than sellers — 63% buying: Last quarter: 103 funds were net buyers (37 opened a brand new position + 66 added to an existing one). Only 61 were sellers (38 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GAB holders?

Strong quality — 39% AUM from major funds: 14 of 203 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GAB?

59% of holders stayed for 2+ years: 120 out of 203 hedge funds have held GAB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy GABELLI EQUITY TR INC (GAB) following the 2026 Q1 hedge fund 13F filings?

As of today, GAB has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), GAB has gained +8.2% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →