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GLU

Gabelli Utility & Income Trust

21 hedge funds and large institutions have $14.8M invested in Gabelli Utility & Income Trust in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 21.43%22.01% (+0.57%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

9% less capital invested

Capital invested by funds: $16.3M → $14.8M (-$1.52M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
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
$3.68M
Morgan Stanley
2
Morgan Stanley
New York
$3.3M +$225K +12,868 +7%
CL
3
CSS LLC
Illinois
$2.45M +$46.2K +2,643 +2%
1CP
4
1607 Capital Partners
Virginia
$1.28M -$803 -46 -0.1%
CA
5
Cornerstone Advisors
North Carolina
$1.21M +$212K +12,136 +19%
ICAS
6
Investors Capital Advisory Services
Massachusetts
$822K +$25.8K +1,475 +3%
YCM
7
Yakira Capital Management
Connecticut
$394K -$3.49K -200 -0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$248K -$5.07K -290 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$243K
LCM
10
Landscape Capital Management
New Jersey
$226K +$27.9K +1,596 +13%
UBS Group
11
UBS Group
Switzerland
$220K -$71.5K -4,094 -23%
Bank of America
12
Bank of America
North Carolina
$189K -$15.9K -912 -7%
DA
13
Doliver Advisors
Texas
$174K -$102K -5,818 -35%
HPC
14
HM Payson & Co
Maine
$161K +$175K +10,000 New
Wells Fargo
15
Wells Fargo
California
$102K -$1.75K -100 -2%
GFM
16
Gramercy Funds Management
Connecticut
$24K
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$24K
WCM
18
Windsor Capital Management
Arizona
$16K +$17.5K +1,000 New
Citigroup
19
Citigroup
New York
$15K +$13K +745 +405%
AIG
20
American International Group
New York
$8K
MFS
21
MSI Financial Services
Massachusetts
$5K +$3.49K +200 +143%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2K
WAM
23
Wolverine Asset Management
Illinois
-$137K -7,586 Closed

GLU Hedge Fund Activity: Q3 2015 in Review

21 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q3 2015, worth a combined $14.8M — down 9.3% from $16.3M a quarter earlier.

Fund positioning in GLU was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $225K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $137K sold.

  • 21 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $14.8M of Gabelli Utility & Income Trust stock for Q3 2015, down 9.3% quarter-over-quarter.
  • 2 funds opened new Gabelli Utility & Income Trust positions in Q3 2015 and 2 closed out, a net change of 0 holders.
  • The largest Gabelli Utility & Income Trust buyer in Q3 2015 was Morgan Stanley, an estimated $225K added.
  • The largest Gabelli Utility & Income Trust seller in Q3 2015 was Wolverine Asset Management, an estimated $137K sold.

Based on aggregated 13F filings for Q3 2015.