GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

43 hedge funds and large institutions have $25.3M invested in Gabelli Utility Trust in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.22M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.69M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.01M
4
IAA
4
Independent Advisor Alliance
North Carolina
$299K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$156K

Top Sellers

1
GI
1
GAMCO Investors
Connecticut
$1.91M
2
GWM
2
Geneos Wealth Management
Colorado
$15K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.23M
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
CHC
5
City Holding Co
West Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
26
Liberty Capital Management
Michigan
$78K 10,000 – –
CL
27
CSS LLC
Illinois
$78K 10,000 – –
ASN
28
Advisory Services Network
Georgia
$70K 8,978 +8,978 New
BCWM
29
Bartlett & Co Wealth Management
Ohio
$19.6K 2,523 – –
Citigroup
30
Citigroup
New York
$17K 2,125 +400 +23%
GAM
31
Gemmer Asset Management
California
$16K 1,996 – –
GWM
32
Geneos Wealth Management
Colorado
$15K 2,030 -9,012 -82%
CCM
33
Covington Capital Management
California
$12K 1,589 +31 +2%
MRCM
34
M&R Capital Management
New Jersey
$10K 1,334 – –
WQ
35
Wealth Quarterback
New Jersey
$7.11K 915 +915 New
CFGS
36
Concourse Financial Group Securities
Alabama
$7K 898 – –
CB
37
Community Bank
New York
$7K 866 +856 +8,560%
NFG
38
Next Financial Group
Texas
$4K 500 – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$3K 419 – –
TFS
40
TrustCore Financial Services
Tennessee
$2K 205 – –
GT
41
Glenmede Trust
Pennsylvania
$2K 330 – –
US Bancorp
42
US Bancorp
Minnesota
$1K 138 – –
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$528 68 – –
Deutsche Bank
44
Deutsche Bank
Germany
– – -866 Closed
CHC
45
City Holding Co
West Virginia
– – -303 Closed
HNB
46
Huntington National Bank
Ohio
– – – –
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