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GLU

Gabelli Utility & Income Trust

21 hedge funds and large institutions have $22.4M invested in Gabelli Utility & Income Trust in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0% more capital invested

Capital invested by funds: $22.4M → $22.4M (+$21.7K)

0.14% less ownership

Funds ownership: 19.66%19.52% (-0.14%)

13% less funds holding

Funds holding: 2421 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
-$42.7K -2,215 Closed
LC
27
Luminist Capital
Michigan
-$6.71K -348 Closed

GLU Hedge Fund Activity: Q1 2026 in Review

21 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q1 2026, worth a combined $22.4M — up 0.1% from $22.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GLU and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.

The largest buyer was Advisortrust Partners, adding an estimated $517K. The largest seller was Prospera Financial Services, exiting entirely with an estimated $541K sold.

  • 21 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q1 2026, down from 24 in Q4 2025.
  • Funds reported $22.4M of Gabelli Utility & Income Trust stock for Q1 2026, up 0.1% quarter-over-quarter.
  • 5 funds opened new Gabelli Utility & Income Trust positions in Q1 2026 and 6 closed out, a net change of -1 holder.
  • The largest Gabelli Utility & Income Trust buyer in Q1 2026 was Advisortrust Partners, an estimated $517K added.
  • The largest Gabelli Utility & Income Trust seller in Q1 2026 was Prospera Financial Services, an estimated $541K sold.

Based on aggregated 13F filings for Q1 2026.