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GLU

Gabelli Utility & Income Trust

21 hedge funds and large institutions have $16.3M invested in Gabelli Utility & Income Trust in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $15.5M → $16.3M (+$786K)

1.07% more ownership

Funds ownership: 20.36%21.43% (+1.1%)

5% less funds holding

Funds holding: 2221 (-1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$4.16M
Morgan Stanley
2
Morgan Stanley
New York
$3.49M -$3.97K -209 -0.1%
CL
3
CSS LLC
Illinois
$2.72M +$43.9K +2,312 +2%
1CP
4
1607 Capital Partners
Virginia
$1.45M +$961K +50,620 +173%
CA
5
Cornerstone Advisors
North Carolina
$1.15M +$209K +10,996 +21%
ICAS
6
Investors Capital Advisory Services
Massachusetts
$901K +$19.5K +1,025 +2%
YCM
7
Yakira Capital Management
Connecticut
$448K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$324K
UBS Group
9
UBS Group
Switzerland
$323K +$81K +4,267 +32%
DA
10
Doliver Advisors
Texas
$302K -$8.81K -464 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$285K -$38.3K -2,018 -11%
Bank of America
12
Bank of America
North Carolina
$229K -$11.4K -598 -5%
LCM
13
Landscape Capital Management
New Jersey
$226K +$236K +12,424 New
WAM
14
Wolverine Asset Management
Illinois
$137K -$314K -16,545 -69%
Wells Fargo
15
Wells Fargo
California
$117K +$23.9K +1,257 +24%
GFM
16
Gramercy Funds Management
Connecticut
$27K
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$26K
AIG
18
American International Group
New York
$9.09K
Citigroup
19
Citigroup
New York
$3K -$9.11K -480 -72%
MFS
20
MSI Financial Services
Massachusetts
$3K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2K
RJA
22
Raymond James & Associates
Florida
-$345K -18,589 Closed
Deutsche Bank
23
Deutsche Bank
Germany
-$27K -1,500 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$38 -2 -40%

GLU Hedge Fund Activity: Q2 2015 in Review

21 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q2 2015, worth a combined $16.3M — up 5.1% from $15.5M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of GLU and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was 1607 Capital Partners, adding an estimated $961K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $345K sold.

  • 21 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q2 2015, down from 22 in Q1 2015.
  • Funds reported $16.3M of Gabelli Utility & Income Trust stock for Q2 2015, up 5.1% quarter-over-quarter.
  • 1 fund opened new Gabelli Utility & Income Trust positions in Q2 2015 and 2 closed out, a net change of -1 holder.
  • The largest Gabelli Utility & Income Trust buyer in Q2 2015 was 1607 Capital Partners, an estimated $961K added.
  • The largest Gabelli Utility & Income Trust seller in Q2 2015 was Raymond James & Associates, an estimated $345K sold.

Based on aggregated 13F filings for Q2 2015.