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GLU

Gabelli Utility & Income Trust

24 hedge funds and large institutions have $18.8M invested in Gabelli Utility & Income Trust in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less capital invested

Capital invested by funds: $19.1M → $18.8M (-$319K)

1.39% less ownership

Funds ownership: 25.93%24.53% (-1.4%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.44M -$70.7K -3,953 -2%
GCIA
2
Gabelli & Co Investment Advisers
New York
$4.27M +$22.6K +1,265 +0.6%
CL
3
CSS LLC
Illinois
$2.99M +$47.9K +2,679 +2%
1CP
4
1607 Capital Partners
Virginia
$1.41M +$74.2K +4,147 +6%
CA
5
Cornerstone Advisors
North Carolina
$1.31M -$136K -7,617 -10%
MC
6
Matisse Capital
Oregon
$782K -$452K -25,300 -38%
ICAS
7
Investors Capital Advisory Services
Massachusetts
$742K -$44K -2,460 -6%
FIMG
8
Financial & Investment Management Group
Michigan
$487K -$9.39K -525 -2%
PFS
9
Prospera Financial Services
Texas
$358K
LCM
10
Landscape Capital Management
New Jersey
$342K -$324K -18,101 -50%
UBS Group
11
UBS Group
Switzerland
$340K +$52.8K +2,953 +19%
Bank of America
12
Bank of America
North Carolina
$325K +$3.33K +186 +1%
HighTower Advisors
13
HighTower Advisors
Illinois
$224K +$215K +12,009 New
ICOA
14
Investment Centers of America
North Dakota
$210K +$201K +11,253 New
HPC
15
HM Payson & Co
Maine
$186K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$129K -$66.4K -3,714 -35%
Wells Fargo
17
Wells Fargo
California
$103K -$1.81K -101 -2%
GWM
18
Geneos Wealth Management
Colorado
$28K +$5.37K +300 +25%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$27K
Citigroup
20
Citigroup
New York
$13K -$102K -5,722 -89%
AG
21
Advisor Group
Arizona
$9K +$8.94K +500 New
MFS
22
MSI Financial Services
Massachusetts
$8K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$5K -$1.97K -110 -31%
TRCT
24
Tower Research Capital (TRC)
New York
$4K +$3K +168 +305%
LPL Financial
25
LPL Financial
California
-$217K -12,413 Closed

GLU Hedge Fund Activity: Q2 2016 in Review

24 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q2 2016, worth a combined $18.8M — down 1.7% from $19.1M a quarter earlier.

Fund positioning in GLU was balanced in Q2 2016: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 10 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $215K. The largest seller was Matisse Capital, cutting an estimated $452K.

  • 24 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $18.8M of Gabelli Utility & Income Trust stock for Q2 2016, down 1.7% quarter-over-quarter.
  • 3 funds opened new Gabelli Utility & Income Trust positions in Q2 2016 and 3 closed out, a net change of 0 holders.
  • The largest Gabelli Utility & Income Trust buyer in Q2 2016 was HighTower Advisors, an estimated $215K added.
  • The largest Gabelli Utility & Income Trust seller in Q2 2016 was Matisse Capital, an estimated $452K sold.

Based on aggregated 13F filings for Q2 2016.