GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

63 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.73M
2
PCM
2
Piedmont Capital Management
Montana
$310K
3
RIL
3
Rothschild Investment LLC
Illinois
$411K
4
Morgan Stanley
4
Morgan Stanley
New York
$5.95M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.69M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$0
3
AC
3
Aristides Capital
Kentucky
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$153K +$153K +20,005 New
DC
27
Davenport & Co
Virginia
$148K +$148K +19,289 New
GLA
28
Good Life Advisors
Pennsylvania
$147K -$1.69K -220 -1%
KAS
29
Kestra Advisory Services
Texas
$134K +$375 +49 +0.3%
SF
30
Synovus Financial
Georgia
$119K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$114K +$114K +14,873 New
QAM
32
QCI Asset Management
New York
$112K – – –
PTP
33
Platform Technology Partners
New York
$102K – – –
Creative Planning
34
Creative Planning
Kansas
$99K +$184 +24 +0.2%
ACM
35
Anfield Capital Management
California
$99K +$12.6K +1,617 +15%
CAN
36
Cetera Advisor Networks
California
$98K +$4.33K +564 +5%
KPWS
37
Kestra Private Wealth Services
Texas
$97K +$969 +127 +1%
M
38
MOTCO
Texas
$96K +$96K +12,475 New
SIM
39
Sonora Investment Management
Arizona
$94K +$94K +12,327 New
FWM
40
Frontier Wealth Management
Missouri
$87K – – –
PAG
41
Private Advisor Group
New Jersey
$84K +$84K +10,901 New
RMC
42
Resources Management Corp
Connecticut
$83K +$21.7K +2,845 +35%
LCM
43
Liberty Capital Management
Michigan
$79K – – –
HR
44
Howe & Rusling
New York
$23K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$19K – – –
AA
46
Addison Advisors
Vermont
$17K – – –
GWM
47
Geneos Wealth Management
Colorado
$16K +$82 +11 +0.5%
CCM
48
Covington Capital Management
California
$14K +$247 +33 +2%
MRCM
49
M&R Capital Management
New Jersey
$11K +$183 +25 +2%
CWA
50
Clearview Wealth Advisors
Oregon
$10K +$191 +25 +2%
1
2
3