Gabelli Utility & Income Trust
GLU
21 hedge funds and large institutions have $16.4M invested in Gabelli Utility & Income Trust in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
65% more capital invested
Capital invested by funds: $9.96M → $16.4M (+$6.47M)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8.23% more ownership
Funds ownership: 10.12% → 18.35% (+8.2%)
0% more funds holding
Funds holding: 21 → 21 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
+$7.87M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$287K |
| 3 |
Morgan Stanley
New York
|
+$192K |
| 4 |
LPL Financial
San Diego,
California
|
+$58.8K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$43.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$490K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$43.7K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.4K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$11.3K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$7.19K |
GLU Hedge Fund Activity: Q4 2024 in Review
21 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q4 2024, worth a combined $16.4M — up 65% from $9.96M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GLU positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Gabelli & Co Investment Advisers, opening a new position worth an estimated $7.87M. The largest seller was Osaic Holdings, cutting an estimated $490K.
- 21 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $16.4M of Gabelli Utility & Income Trust stock for Q4 2024, up 65% quarter-over-quarter.
- 3 funds opened new Gabelli Utility & Income Trust positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest Gabelli Utility & Income Trust buyer in Q4 2024 was Gabelli & Co Investment Advisers, an estimated $7.87M added.
- The largest Gabelli Utility & Income Trust seller in Q4 2024 was Osaic Holdings, an estimated $490K sold.
Based on aggregated 13F filings for Q4 2024.