GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

63 hedge funds and large institutions have $34.9M invested in Gabelli Utility Trust in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
17
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$451K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$995K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$356K
4
SRC
4
Sage Rhino Capital
California
$1.3M
5
GLA
5
Good Life Advisors
Pennsylvania
$166K

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.87M
3
ECA
3
Elevated Capital Advisors
Utah
$2.45M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$0
5
KA
5
Kovack Advisors
Florida
$113K
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
26
Rollins Financial
Georgia
$114K +$114K +14,364 New
KA
27
Kovack Advisors
Florida
$113K -$49.8K -6,310 -31%
WQ
28
Wealth Quarterback
New Jersey
$112K +$112K +14,208 New
UWM
29
Urban Wealth Management
California
$112K +$112K +14,208 New
SF
30
Synovus Financial
Georgia
$107K – – –
QAM
31
QCI Asset Management
New York
$102K – – –
WWM
32
Western Wealth Management
Colorado
$98K – – –
VF
33
Virtu Financial
New York
$98K +$98K +12,400 New
KPWS
34
Kestra Private Wealth Services
Texas
$97K +$976 +124 +1%
FWM
35
Frontier Wealth Management
Missouri
$90K – – –
CAN
36
Cetera Advisor Networks
California
$82K +$82K +10,311 New
LCM
37
Liberty Capital Management
Michigan
$81K +$81K +10,260 New
HR
38
Howe & Rusling
New York
$59K +$59K +7,498 New
NFSG
39
Newbridge Financial Services Group
Florida
$48K +$447 +56 +0.9%
RMC
40
Resources Management Corp
Connecticut
$26K +$7.46K +949 +40%
BCWM
41
Bartlett & Co Wealth Management
Ohio
$20.5K – – –
BC
42
Bartlett & Co
Ohio
$20K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$19K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$19K +$19K +2,397 New
MA
45
Montag & Associates
Georgia
$19K +$19K +2,450 New
CTB
46
Country Trust Bank
Illinois
$19K +$19K +2,455 New
GWM
47
Geneos Wealth Management
Colorado
$17K +$3.44K +536 +25%
AA
48
Addison Advisors
Vermont
$17K +$17K +2,172 New
CCM
49
Covington Capital Management
California
$14K +$269 +34 +2%
GAM
50
Gemmer Asset Management
California
$13K – – –
1
2
3