GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

49 hedge funds and large institutions have $20.9M invested in Gabelli Utility Trust in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.22M
3
APW
3
Aurora Private Wealth
New Jersey
$412K
4
RJA
4
Raymond James & Associates
Florida
$417K
5
CS
5
Credit Suisse
Switzerland
$150K

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
SS
2
Sunbelt Securities
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$422K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Liberty Capital Management
Michigan
$59K – – –
CL
27
CSS LLC
Illinois
$58K – – –
ASN
28
Advisory Services Network
Georgia
$34K -$19.3K -3,335 -36%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$16K +$16K +2,873 New
BC
30
Bartlett & Co
Ohio
$15K +$15K +2,589 New
BCWM
31
Bartlett & Co Wealth Management
Ohio
$14.8K – – –
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$14K +$11.6K +2,032 +473%
GAM
33
Gemmer Asset Management
California
$12K – – –
Citigroup
34
Citigroup
New York
$12K – – –
GWM
35
Geneos Wealth Management
Colorado
$12K +$57 +10 +0.5%
CCM
36
Covington Capital Management
California
$9K +$184 +34 +2%
HNB
37
Huntington National Bank
Ohio
$7K – – –
MRCM
38
M&R Capital Management
New Jersey
$7K – – –
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$6K +$6K +1,024 New
WT
40
Washington Trust
Rhode Island
$6K +$6K +1,026 New
WQ
41
Wealth Quarterback
New Jersey
$5.35K – – –
CB
42
Community Bank
New York
$5K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$5K – – –
GT
44
Glenmede Trust
Pennsylvania
$2K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$2K +$2K +374 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2K +$2K +405 New
TFS
47
TrustCore Financial Services
Tennessee
$1K – – –
US Bancorp
48
US Bancorp
Minnesota
$1K – – –
AIC
49
Ameritas Investment Company
Nebraska
$1K +$1K +205 New
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$398 – – –
1
2
3