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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
GCIA
1
Gabelli & Co Investment Advisers
New York
$9.32M
Morgan Stanley
2
Morgan Stanley
New York
$3.39M +$256K +12,694 +8%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.8M -$51.5K -2,548 -3%
UBS Group
4
UBS Group
Switzerland
$1.78M +$78.4K +3,883 +4%
PAG
5
Private Advisor Group
New Jersey
$1.48M +$15.7K +777 +1%
AP
6
Advisortrust Partners
North Carolina
$1.28M +$517K +25,618 +62%
LPL Financial
7
LPL Financial
California
$762K -$92.4K -4,576 -10%
Wells Fargo
8
Wells Fargo
California
$665K -$12.3K -609 -2%
LOPW
9
Live Oak Private Wealth
North Carolina
$370K
BCA
10
Bay Colony Advisors
Massachusetts
$361K +$13.2K +651 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$331K -$13.3K -660 -4%
SPC
12
Sigma Planning Corp
Michigan
$273K +$1.84K +91 +0.6%
SWM
13
SeaCrest Wealth Management
New York
$193K +$204K +10,075 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$192K -$25.9K -1,283 -11%
IAIM
15
International Assets Investment Management
Florida
$53.7K +$606 +30 +1%
WAM
16
Wolverine Asset Management
Illinois
$48.5K +$51.1K +2,532 New
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$43.7K +$46.1K +2,280 New
US Bancorp
18
US Bancorp
Minnesota
$38.3K
CFD
19
Creative Financial Designs
Indiana
$10.2K
AA
20
Ancora Advisors
Ohio
$7.66K +$8.08K +400 New
HWP
21
Highline Wealth Partners
California
$2.87K +$3.03K +150 New
PFS
22
Prospera Financial Services
Texas
-$541K -28,072 Closed
Corient Private Wealth
23
Corient Private Wealth
Florida
-$14.5K -14,451 Closed
Bank of America
24
Bank of America
North Carolina
-$68.1K -3,534 Closed
GAFA
25
Garton & Associates Financial Advisors
Kentucky
-$55.6K -2,887 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.