We are live on ! Find out more
GUT

Gabelli Utility Trust
GUT

63 hedge funds and large institutions have $36.5M invested in Gabelli Utility Trust in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $30.3M → $36.5M (+$6.21M)

2% more funds holding

Funds holding: 62 → 63 (+1)

0.42% more ownership

Funds ownership: 8.1% → 8.52% (+0.42%)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
31
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.17M
2
LPL Financial
LPL Financial
California
+$1.23M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$918K
4
Osaic Holdings
Osaic Holdings
Arizona
+$396K
5
GI
GAMCO Investors
Connecticut
+$224K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$906K
2
CS
Credit Suisse
Switzerland
-$480K
3
VF
Virtu Financial
New York
-$142K
4
Morgan Stanley
Morgan Stanley
New York
-$122K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$136K +$32.9K +4,571 +35%
SF
27
Synovus Financial
Georgia
$120K +$13.9K +1,934 +14%
QAM
28
QCI Asset Management
New York
$114K +$13.2K +1,833 +14%
RF
29
Rollins Financial
Georgia
$111K – – –
AC
30
Aristides Capital
Kentucky
$110K +$28.7K +3,977 +39%
RIL
31
Rothschild Investment LLC
Illinois
$106K +$12.3K +1,707 +14%
PTP
32
Platform Technology Partners
New York
$103K +$96.1K +13,336 New
Creative Planning
33
Creative Planning
Kansas
$100K +$1.74K +241 +2%
KPWS
34
Kestra Private Wealth Services
Texas
$98K +$973 +135 +1%
CAN
35
Cetera Advisor Networks
California
$95K +$13.6K +1,885 +18%
Citadel Advisors
36
Citadel Advisors
Florida
$92K -$8.52K -1,182 -9%
FWM
37
Frontier Wealth Management
Missouri
$88K – – –
RIG
38
Ramiah Investment Group
Wisconsin
$87K +$238 +33 +0.3%
ACM
39
Anfield Capital Management
California
$86K +$3.62K +503 +5%
LCM
40
Liberty Capital Management
Michigan
$80K – – –
RMC
41
Resources Management Corp
Connecticut
$62K +$9.31K +1,292 +19%
Citigroup
42
Citigroup
New York
$38K +$25.9K +3,588 +276%
HR
43
Howe & Rusling
New York
$24K – – –
NFSG
44
Newbridge Financial Services Group
Florida
$22K -$17.1K -2,367 -46%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$19K – – –
AA
46
Addison Advisors
Vermont
$17K +$15.7K +2,172 New
GWM
47
Geneos Wealth Management
Colorado
$16K +$43 +6 +0.3%
CCM
48
Covington Capital Management
California
$14K +$267 +37 +2%
MRCM
49
M&R Capital Management
New Jersey
$11K +$339 +47 +3%
CWA
50
Clearview Wealth Advisors
Oregon
$10K +$202 +28 +2%
1
2
3

GUT Hedge Fund Activity: Q2 2021 in Review

63 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2021, worth a combined $36.5M — up 20% from $30.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GUT positions and 5 closed out — a net gain of 2 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.17M. The largest seller was International Assets Investment Management, cutting an estimated $906K.

  • 63 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2021, up from 62 in Q1 2021.
  • Funds reported $36.5M of Gabelli Utility Trust stock for Q2 2021, up 20% quarter-over-quarter.
  • 7 funds opened new Gabelli Utility Trust positions in Q2 2021 and 5 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2021 was Sit Investment Associates, an estimated $2.17M added.
  • The largest Gabelli Utility Trust seller in Q2 2021 was International Assets Investment Management, an estimated $906K sold.

Based on aggregated 13F filings for Q2 2021.