Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net new
positions 		New positions Closed positions Return since
30 Jun ‘14
2001
2 4 2 57.5%
2002
2 14 12 86.1%
2003
2 9 7 39.2%
CRT
2004
Cross Timbers Royalty Trust
CRT
$49.6M
2 7 5 75%
2005
2 2 0 65.5%
2006
2 7 5 2.47%
2007
2 3 1 19.7%
2008
2 5 3 25.1%
2009
2 6 4 24.3%
2010
2 4 2 199%
GUT
2011
Gabelli Utility Trust
GUT
$545M
2 3 1 14.1%
2012
2 5 3 5.63%
2013
2 6 4 7.01%
2014
2 3 1 84.7%
2015
2 8 6 221%
2016
2 7 5 67.5%
2017
2 5 3 86.8%
2018
2 10 8 82.7%
2019
2 6 4 172%
2020
2 8 6 5.83%
2021
2 6 4 104%
2022
2 5 3 83%
2023
2 4 2 180%
2024
2 5 3 62.9%
2025
2 8 6 81%
79 80
81
82 83