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GUT

Gabelli Utility Trust
GUT

43 hedge funds and large institutions have $12.7M invested in Gabelli Utility Trust in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $10.6M → $12.7M (+$2.08M)

2% more funds holding

Funds holding: 42 → 43 (+1)

0.08% more ownership

Funds ownership: 3.45% → 3.52% (+0.08%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$129K
2
AWA
Arete Wealth Advisors
Illinois
+$100K
3
LCM
Liberty Capital Management
Michigan
+$65.5K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$49.4K
5
UBS Group
UBS Group
Switzerland
+$46.1K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102K
2
IA
IFP Advisors
Florida
-$75.2K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$62K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$41.9K
5
CAM
Concorde Asset Management
Michigan
-$13.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$32K – – –
TA
27
TCG Advisors
Texas
$25K +$23.2K +3,638 New
Citigroup
28
Citigroup
New York
$12K – – –
CCM
29
Covington Capital Management
California
$10K +$217 +34 +2%
MRCM
30
M&R Capital Management
New Jersey
$9K – – –
IA
31
IFP Advisors
Florida
$7K -$75.2K -11,773 -92%
Deutsche Bank
32
Deutsche Bank
Germany
$6K – – –
FHB
33
First Hawaiian Bank
Hawaii
$6K – – –
KPW
34
Kore Private Wealth
New York
$5K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$3K – – –
NFG
36
Next Financial Group
Texas
$3K – – –
NFH
37
NEXT Financial Holdings
Texas
$3K +$3.28K +513 New
CHC
38
City Holding Co
West Virginia
$2K – – –
US Bancorp
39
US Bancorp
Minnesota
$1K -$13.1K -2,052 -94%
TFS
40
TrustCore Financial Services
Tennessee
$1K – – –
BCI
41
Brinker Capital Investments
Pennsylvania
$1K +$1.32K +206 New
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$473 – – –
GT
43
Glenmede Trust
Pennsylvania
$2 – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$62K -10,746 Closed
AF
45
Allworth Financial
California
– -$11K -1,922 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$9K -1,541 Closed
AF
47
Advisornet Financial
Minnesota
– -$1K -205 Closed
1
2

GUT Hedge Fund Activity: Q1 2019 in Review

43 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2019, worth a combined $12.7M — up 20% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GUT positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $129K. The largest seller was Royal Bank of Canada, cutting an estimated $102K.

  • 43 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2019, up from 42 in Q4 2018.
  • Funds reported $12.7M of Gabelli Utility Trust stock for Q1 2019, up 20% quarter-over-quarter.
  • 6 funds opened new Gabelli Utility Trust positions in Q1 2019 and 5 closed out, a net change of +1 holder.
  • The largest Gabelli Utility Trust buyer in Q1 2019 was Morgan Stanley, an estimated $129K added.
  • The largest Gabelli Utility Trust seller in Q1 2019 was Royal Bank of Canada, an estimated $102K sold.

Based on aggregated 13F filings for Q1 2019.