GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

49 hedge funds and large institutions have $31.8M invested in Gabelli Utility Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$870K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.44M
3
SRC
3
Sage Rhino Capital
California
$918K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$570K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$317K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.95M
2
FIA
2
Foundations Investment Advisors
Arizona
$113K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
26
Gerber Kawasaki Wealth & Investment Management
California
$96K -$3.03K -411 -3%
QAM
27
QCI Asset Management
New York
$95K – – –
WWM
28
Western Wealth Management
Colorado
$91K +$91K +12,322 New
KPWS
29
Kestra Private Wealth Services
Texas
$90K +$90K +12,198 New
FWM
30
Frontier Wealth Management
Missouri
$84K – – –
NFSG
31
Newbridge Financial Services Group
Florida
$44K +$44K +5,955 New
NFG
32
Next Financial Group
Texas
$32K +$32K +4,409 New
BCWM
33
Bartlett & Co Wealth Management
Ohio
$19.1K – – –
BC
34
Bartlett & Co
Ohio
$19K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$18K – – –
RMC
36
Resources Management Corp
Connecticut
$17K – – –
GWM
37
Geneos Wealth Management
Colorado
$15K +$71 +10 +0.5%
CCM
38
Covington Capital Management
California
$13K +$248 +33 +2%
GAM
39
Gemmer Asset Management
California
$12K -$2.99K -408 -20%
MRCM
40
M&R Capital Management
New Jersey
$10K +$108 +15 +1%
ASN
41
Advisory Services Network
Georgia
$10K +$10K +1,307 New
Citigroup
42
Citigroup
New York
$9K -$6.63K -928 -42%
JWM
43
Jeppson Wealth Management
California
$9K +$9K +1,283 New
CB
44
Community Bank
New York
$7K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$7K – – –
GT
46
Glenmede Trust
Pennsylvania
$2K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$2K – – –
US Bancorp
48
US Bancorp
Minnesota
$1K – – –
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$514 – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– -$144K -20,547 Closed
1
2
3