GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

50 hedge funds and large institutions have $13.5M invested in Gabelli Utility Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$1.15M
2
CS
2
Credit Suisse
Switzerland
$1M
3
YCM
3
Yakira Capital Management
Connecticut
$600K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$208K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$786K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$851K
3
GWM
3
Geneos Wealth Management
Colorado
$54K
4
CA
4
Calton & Associates
Florida
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
26
Rehmann Capital Advisory Group
Michigan
$53K 8,521 +8,521 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$31K 4,953 +2,125 +75%
FMTCOCP
28
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29.9K 4,800 – –
SPIA
29
Steward Partners Investment Advisory
New York
$23K 3,780 – –
SEI Investments
30
SEI Investments
Pennsylvania
$21K 3,350 +3,350 New
MBT
31
Monroe Bank & Trust
Michigan
$19K 3,000 – –
MFT
32
Moisand Fitzgerald Tamayo
Florida
$14K 2,260 +2,260 New
US Bancorp
33
US Bancorp
Minnesota
$13K 2,138 – –
AF
34
Allworth Financial
California
$12K 1,873 – –
CCM
35
Covington Capital Management
California
$6K 885 +19 +2%
SFSIG
36
San Francisco Sentry Investment Group
California
– – – –
Deutsche Bank
37
Deutsche Bank
Germany
$5K 866 – –
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K 500 – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$3K 419 +419 New
GT
40
Glenmede Trust
Pennsylvania
$2K 330 – –
CHC
41
City Holding Co
West Virginia
$2K 303 – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2K 302 – –
SFM
43
Signet Financial Management
New Jersey
$2K 374 +374 New
Citigroup
44
Citigroup
New York
$1K 200 – –
TFS
45
TrustCore Financial Services
Tennessee
$1K 203 +4 +2%
IWM
46
IHT Wealth Management
Illinois
$1K 140 +140 New
RWA
47
Ropes Wealth Advisors
Massachusetts
$1K 178 +178 New
AF
48
Advisornet Financial
Minnesota
$1K 200 +200 New
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$424 68 – –
CA
50
Calton & Associates
Florida
– – -2,000 Closed
1
2
3