GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

71 hedge funds and large institutions have $38.5M invested in Gabelli Utility Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.43M
2
BWM
2
BNC Wealth Management
Oregon
$180K
3
NA
3
NewEdge Advisors
Louisiana
$155K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.92M
5
UBS Group
5
UBS Group
Switzerland
$812K

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$0
2
LPL Financial
2
LPL Financial
California
$7.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VF
4
Virtu Financial
New York
$127K
5
ACM
5
Anfield Capital Management
California
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$155K – – –
NA
27
NewEdge Advisors
Louisiana
$155K +$155K +19,304 New
GLA
28
Good Life Advisors
Pennsylvania
$148K -$5.68K -707 -4%
VF
29
Virtu Financial
New York
$127K -$68.3K -8,534 -35%
SF
30
Synovus Financial
Georgia
$124K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$122K +$2.35K +292 +2%
RF
32
Rollins Financial
Georgia
$115K +$115K +14,364 New
SWM
33
Spire Wealth Management
Virginia
$113K +$107K +13,336 +1,817%
Creative Planning
34
Creative Planning
Kansas
$108K +$4.4K +547 +4%
PTP
35
Platform Technology Partners
New York
$107K – – –
KPWS
36
Kestra Private Wealth Services
Texas
$103K +$1.04K +129 +1%
CAN
37
Cetera Advisor Networks
California
$101K -$1.4K -174 -1%
M
38
MOTCO
Texas
$100K – – –
SIMG
39
Sonora Investment Management Group
Arizona
$99K +$99K +12,327 New
ACM
40
Anfield Capital Management
California
$93K -$9.93K -1,230 -10%
FWM
41
Frontier Wealth Management
Missouri
$91K – – –
RMC
42
Resources Management Corp
Connecticut
$91K +$3.3K +410 +4%
PAG
43
Private Advisor Group
New Jersey
$88K – – –
LCM
44
Liberty Capital Management
Michigan
$82K – – –
HR
45
Howe & Rusling
New York
$25K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$20K – – –
CWS
47
Confluence Wealth Services
Pennsylvania
$19K +$19K +2,400 New
AA
48
Addison Advisors
Vermont
$17K – – –
GWM
49
Geneos Wealth Management
Colorado
$17K +$71 +9 +0.4%
CCM
50
Covington Capital Management
California
$15K +$275 +35 +2%
1
2
3