GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

62 hedge funds and large institutions have $36.4M invested in Gabelli Utility Trust in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.42M
2
LPL Financial
2
LPL Financial
California
$7.61M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.51M
5
GI
5
GAMCO Investors
Connecticut
$1.93M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.02M
2
CS
2
Credit Suisse
Switzerland
$0
3
VF
3
Virtu Financial
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.75M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$136K +$35.6K +4,571 +35%
SF
27
Synovus Financial
Georgia
$120K +$15K +1,934 +14%
QAM
28
QCI Asset Management
New York
$114K +$14.3K +1,833 +14%
RF
29
Rollins Financial
Georgia
$111K – – –
AC
30
Aristides Capital
Kentucky
$110K +$30.7K +3,977 +39%
RIL
31
Rothschild Investment LLC
Illinois
$106K +$13.3K +1,707 +14%
PTP
32
Platform Technology Partners
New York
$103K +$103K +13,336 New
Creative Planning
33
Creative Planning
Kansas
$100K +$1.87K +241 +2%
KPWS
34
Kestra Private Wealth Services
Texas
$98K +$1.05K +135 +1%
CAN
35
Cetera Advisor Networks
California
$95K +$14.7K +1,885 +18%
Citadel Advisors
36
Citadel Advisors
Florida
$92K -$9.22K -1,182 -9%
FWM
37
Frontier Wealth Management
Missouri
$88K – – –
ACM
38
Anfield Capital Management
California
$86K +$3.89K +503 +5%
LCM
39
Liberty Capital Management
Michigan
$80K – – –
RMC
40
Resources Management Corp
Connecticut
$62K +$9.97K +1,292 +19%
Citigroup
41
Citigroup
New York
$38K +$27.9K +3,588 +276%
HR
42
Howe & Rusling
New York
$24K – – –
NFSG
43
Newbridge Financial Services Group
Florida
$22K -$18.4K -2,367 -46%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$19K – – –
AA
45
Addison Advisors
Vermont
$17K +$17K +2,172 New
GWM
46
Geneos Wealth Management
Colorado
$16K +$45 +6 +0.3%
CCM
47
Covington Capital Management
California
$14K +$282 +37 +2%
MRCM
48
M&R Capital Management
New Jersey
$11K +$349 +47 +3%
CWA
49
Clearview Wealth Advisors
Oregon
$10K +$218 +28 +2%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$9K -$8.03K -1,009 -47%
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