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GUT

Gabelli Utility Trust
GUT

64 hedge funds and large institutions have $35M invested in Gabelli Utility Trust in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

28% more funds holding

Funds holding: 50 → 64 (+14)

10% more capital invested

Capital invested by funds: $31.9M → $35M (+$3.07M)

0.18% more ownership

Funds ownership: 7.93% → 8.11% (+0.18%)

Holders
64
Holders Change
+14
Holders Change %
+28%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$430K
2
Osaic Holdings
Osaic Holdings
Arizona
+$365K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$339K
4
SRC
Sage Rhino Capital
California
+$302K
5
GLA
Good Life Advisors
Pennsylvania
+$160K

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$870K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$725K
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$96K
4
ECA
Elevated Capital Advisors
Utah
-$91.7K
5
KA
Kovack Advisors
Florida
-$47.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
RF
26
Rollins Financial
Georgia
$114K +$108K +14,364 New
KA
27
Kovack Advisors
Florida
$113K -$47.6K -6,310 -31%
UWM
28
Urban Wealth Management
California
$112K +$107K +14,208 New
WQ
29
Wealth Quarterback
New Jersey
$112K +$107K +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 +$93.6K +12,400 New
KPWS
34
Kestra Private Wealth Services
Texas
$97K +$936 +124 +1%
FWM
35
Frontier Wealth Management
Missouri
$90K – – –
RIG
36
Ramiah Investment Group
Wisconsin
$89.3K -$4.12K -545 -5%
CAN
37
Cetera Advisor Networks
California
$82K +$77.9K +10,311 New
LCM
38
Liberty Capital Management
Michigan
$81K +$77.5K +10,260 New
HR
39
Howe & Rusling
New York
$59K +$56.6K +7,498 New
NFSG
40
Newbridge Financial Services Group
Florida
$48K +$423 +56 +0.9%
RMC
41
Resources Management Corp
Connecticut
$26K +$7.17K +949 +40%
BCWM
42
Bartlett & Co Wealth Management
Ohio
$20.5K – – –
BC
43
Bartlett & Co
Ohio
$20K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$19K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.1K +2,397 New
MA
46
Montag & Associates
Georgia
$19K +$18.5K +2,450 New
CTB
47
Country Trust Bank
Illinois
$19K +$18.5K +2,455 New
GWM
48
Geneos Wealth Management
Colorado
$17K +$4.05K +536 +25%
AA
49
Addison Advisors
Vermont
$17K +$16.4K +2,172 New
CCM
50
Covington Capital Management
California
$14K +$257 +34 +2%
1
2
3

GUT Hedge Fund Activity: Q4 2020 in Review

64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2020, worth a combined $35M — up 9.6% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GUT positions and 5 closed out — a net gain of 15 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $430K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $870K sold.

  • 64 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2020, up from 50 in Q3 2020.
  • Funds reported $35M of Gabelli Utility Trust stock for Q4 2020, up 9.6% quarter-over-quarter.
  • 20 funds opened new Gabelli Utility Trust positions in Q4 2020 and 5 closed out, a net change of +15 holders.
  • The largest Gabelli Utility Trust buyer in Q4 2020 was Millennium Management, an estimated $430K added.
  • The largest Gabelli Utility Trust seller in Q4 2020 was J.W. Cole Advisors, an estimated $870K sold.

Based on aggregated 13F filings for Q4 2020.