We are live on ! Find out more
GUT

Gabelli Utility Trust
GUT

35 hedge funds and large institutions have $9.14M invested in Gabelli Utility Trust in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $8.59M → $9.14M (+$549K)

0.06% less ownership

Funds ownership: 3.66% → 3.6% (-0.06%)

3% less funds holding

Funds holding: 36 → 35 (-1)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$281K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$164K
3
RJA
Raymond James & Associates
Florida
+$122K
4
GS
Girard Securities
California
+$69.5K
5
Morgan Stanley
Morgan Stanley
New York
+$62.6K

Top Sellers

1
IA
IFP Advisors
Florida
-$237K
2
VKH
Virtu KCG Holdings
New York
-$148K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$125K
4
SG Americas Securities
SG Americas Securities
New York
-$115K
5
AWM
Arbor Wealth Management
Florida
-$79K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$16K – – –
WEC
27
Winslow Evans & Crocker
Massachusetts
$10.9K -$2.49K -431 -19%
IA
28
IFP Advisors
Florida
$7K -$237K -41,034 -98%
GT
29
Glenmede Trust
Pennsylvania
$7K – – –
US Bancorp
30
US Bancorp
Minnesota
$5K -$989 -171 -17%
Deutsche Bank
31
Deutsche Bank
Germany
$5K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$3K +$2.96K +511 New
CHC
33
City Holding Co
West Virginia
$2K – – –
Citigroup
34
Citigroup
New York
$1K – – –
VKH
35
Virtu KCG Holdings
New York
– -$148K -26,626 Closed
SG Americas Securities
36
SG Americas Securities
New York
– -$115K -20,641 Closed
AWM
37
Arbor Wealth Management
Florida
– -$79K -14,035 Closed
CA
38
Cetera Advisors
Colorado
– -$69K -12,246 Closed
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
– -$57K -10,345 Closed
CCS
40
Crosspoint Capital Strategies
California
– -$25K -3,488 Closed
DOA
41
D'Orazio & Associates
Virginia
– -$4.45K -769 -92%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
– -$3K -472 Closed
1
2

GUT Hedge Fund Activity: Q1 2016 in Review

35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2016, worth a combined $9.14M — up 6.4% from $8.59M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GUT and 7 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $281K. The largest seller was IFP Advisors, cutting an estimated $237K.

  • 35 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2016, down from 36 in Q4 2015.
  • Funds reported $9.14M of Gabelli Utility Trust stock for Q1 2016, up 6.4% quarter-over-quarter.
  • 7 funds opened new Gabelli Utility Trust positions in Q1 2016 and 8 closed out, a net change of -1 holder.
  • The largest Gabelli Utility Trust buyer in Q1 2016 was Susquehanna International Group, an estimated $281K added.
  • The largest Gabelli Utility Trust seller in Q1 2016 was IFP Advisors, an estimated $237K sold.

Based on aggregated 13F filings for Q1 2016.