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GUT

Gabelli Utility Trust
GUT

72 hedge funds and large institutions have $38.6M invested in Gabelli Utility Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

13% more funds holding

Funds holding: 64 → 72 (+8)

6% more capital invested

Capital invested by funds: $36.2M → $38.6M (+$2.32M)

0.13% more ownership

Funds ownership: 8.57% → 8.7% (+0.13%)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$191K
2
BWM
BNC Wealth Management
Oregon
+$177K
3
NA
NewEdge Advisors
Louisiana
+$152K
4
Osaic Holdings
Osaic Holdings
Arizona
+$145K
5
UBS Group
UBS Group
Switzerland
+$132K

Top Sellers

1
APW
Aurora Private Wealth
New Jersey
-$425K
2
LPL Financial
LPL Financial
California
-$172K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$153K
4
VF
Virtu Financial
New York
-$67.2K
5
ACM
Anfield Capital Management
California
-$9.68K
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
Davenport & Co
Virginia
$155K – – –
NA
27
NewEdge Advisors
Louisiana
$155K +$152K +19,304 New
GLA
28
Good Life Advisors
Pennsylvania
$148K -$5.57K -707 -4%
VF
29
Virtu Financial
New York
$127K -$67.2K -8,534 -35%
SF
30
Synovus Financial
Georgia
$124K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$122K +$2.3K +292 +2%
RF
32
Rollins Financial
Georgia
$115K +$113K +14,364 New
SWM
33
Spire Wealth Management
Virginia
$113K +$105K +13,336 +1,817%
Creative Planning
34
Creative Planning
Kansas
$108K +$4.31K +547 +4%
PTP
35
Platform Technology Partners
New York
$107K – – –
KPWS
36
Kestra Private Wealth Services
Texas
$103K +$1.01K +129 +1%
CAN
37
Cetera Advisor Networks
California
$101K -$1.37K -174 -1%
M
38
MOTCO
Texas
$100K – – –
SIMG
39
Sonora Investment Management Group
Arizona
$99K +$97K +12,327 New
RIG
40
Ramiah Investment Group
Wisconsin
$96.9K -$1.59K -202 -2%
ACM
41
Anfield Capital Management
California
$93K -$9.68K -1,230 -10%
FWM
42
Frontier Wealth Management
Missouri
$91K – – –
RMC
43
Resources Management Corp
Connecticut
$91K +$3.23K +410 +4%
PAG
44
Private Advisor Group
New Jersey
$88K – – –
LCM
45
Liberty Capital Management
Michigan
$82K – – –
HR
46
Howe & Rusling
New York
$25K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$20K – – –
CWS
48
Confluence Wealth Services
Pennsylvania
$19K +$18.9K +2,400 New
AA
49
Addison Advisors
Vermont
$17K – – –
GWM
50
Geneos Wealth Management
Colorado
$17K +$71 +9 +0.4%
1
2
3

GUT Hedge Fund Activity: Q4 2021 in Review

72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2021, worth a combined $38.6M — up 6.4% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GUT positions and 3 closed out — a net gain of 12 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $191K. The largest seller was Aurora Private Wealth, exiting entirely with an estimated $425K sold.

  • 72 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2021, up from 64 in Q3 2021.
  • Funds reported $38.6M of Gabelli Utility Trust stock for Q4 2021, up 6.4% quarter-over-quarter.
  • 15 funds opened new Gabelli Utility Trust positions in Q4 2021 and 3 closed out, a net change of +12 holders.
  • The largest Gabelli Utility Trust buyer in Q4 2021 was Morgan Stanley, an estimated $191K added.
  • The largest Gabelli Utility Trust seller in Q4 2021 was Aurora Private Wealth, an estimated $425K sold.

Based on aggregated 13F filings for Q4 2021.