GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

40 hedge funds and large institutions have $18.4M invested in Gabelli Utility Trust in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
14
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.34M
2
LPL Financial
2
LPL Financial
California
$2.54M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$510K
4
SS
4
Sunbelt Securities
Texas
$231K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.38M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$0
4
CAM
4
Concorde Asset Management
Michigan
$0
5
HWM
5
Highwater Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
26
Bartlett & Co Wealth Management
Ohio
$18.7K – – –
GAM
27
Gemmer Asset Management
California
$15K – – –
Citigroup
28
Citigroup
New York
$13K – – –
CCM
29
Covington Capital Management
California
$12K +$248 +33 +2%
MRCM
30
M&R Capital Management
New Jersey
$9K – – –
CFGS
31
Concourse Financial Group Securities
Alabama
$7K – – –
Deutsche Bank
32
Deutsche Bank
Germany
$6K – – –
NFG
33
Next Financial Group
Texas
$4K – – –
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$3K – – –
TFS
35
TrustCore Financial Services
Tennessee
$2K – – –
CHC
36
City Holding Co
West Virginia
$2K – – –
US Bancorp
37
US Bancorp
Minnesota
$1K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$505 – – –
GT
39
Glenmede Trust
Pennsylvania
$2 – – –
AWA
40
Arete Wealth Advisors
Illinois
– -$115K -16,960 Closed
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
– -$104K -15,287 Closed
CAM
42
Concorde Asset Management
Michigan
– -$91K -13,406 Closed
HWM
43
Highwater Wealth Management
Colorado
– -$78K -11,388 Closed
CBT
44
Capital Bank & Trust
California
– -$67K -9,850 Closed
GWMIA
45
Global Wealth Management Investment Advisory
Florida
– -$10K -1,496 Closed
TA
46
TCG Advisors
Texas
– -$10K -1,468 Closed
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