We are live on ! Find out more
GUT

Gabelli Utility Trust
GUT

73 hedge funds and large institutions have $34.8M invested in Gabelli Utility Trust in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

1% more funds holding

Funds holding: 72 → 73 (+1)

0.88% less ownership

Funds ownership: 8.7% → 7.82% (-0.88%)

10% less capital invested

Capital invested by funds: $38.6M → $34.8M (-$3.76M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$353K
2
Bank of America
Bank of America
North Carolina
+$321K
3
CA
CoreCap Advisors
Michigan
+$224K
4
LPL Financial
LPL Financial
California
+$199K
5
KAS
Kestra Advisory Services
Texas
+$197K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$316K
2
VF
Virtu Financial
New York
-$127K
3
PTP
Platform Technology Partners
New York
-$107K
4
Morgan Stanley
Morgan Stanley
New York
-$106K
5
SWM
Spire Wealth Management
Virginia
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
Trek Financial
Arizona
$153K +$5.84K +758 +4%
BWM
27
BNC Wealth Management
Oregon
$152K -$5.04K -654 -3%
GLA
28
Good Life Advisors
Pennsylvania
$144K +$17.1K +2,215 +12%
DC
29
Davenport & Co
Virginia
$134K – – –
AWS
30
Atria Wealth Solutions
New York
$132K +$147K +19,032 New
SF
31
Synovus Financial
Georgia
$108K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$107K +$1.53K +198 +1%
RF
33
Rollins Financial
Georgia
$100K – – –
Creative Planning
34
Creative Planning
Kansas
$98K +$5.17K +670 +5%
Nomura Holdings
35
Nomura Holdings
Japan
$95K +$103K +13,338 New
KPWS
36
Kestra Private Wealth Services
Texas
$90K +$671 +87 +0.7%
CAN
37
Cetera Advisor Networks
California
$88K – – –
M
38
MOTCO
Texas
$87K – – –
SIMG
39
Sonora Investment Management Group
Arizona
$86K – – –
RMC
40
Resources Management Corp
Connecticut
$81K +$2.17K +282 +2%
FWM
41
Frontier Wealth Management
Missouri
$80K – – –
RIG
42
Ramiah Investment Group
Wisconsin
$79.3K -$5.16K -669 -6%
PAG
43
Private Advisor Group
New Jersey
$78K +$2.54K +329 +3%
MA
44
MAS Advisors
Florida
$78K +$86.5K +11,218 New
LCM
45
Liberty Capital Management
Michigan
$71K – – –
BFM
46
Boothbay Fund Management
New York
$71K +$79.1K +10,260 New
GRP
47
Global Retirement Partners
California
$66K +$75.2K +9,752 New
HR
48
Howe & Rusling
New York
$21K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$17K – – –
AA
50
Addison Advisors
Vermont
$15K – – –
1
2
3 4

GUT Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2022, worth a combined $34.8M — down 9.8% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GUT positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $353K. The largest seller was Royal Bank of Canada, cutting an estimated $316K.

  • 73 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2022, up from 72 in Q4 2021.
  • Funds reported $34.8M of Gabelli Utility Trust stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 10 funds opened new Gabelli Utility Trust positions in Q1 2022 and 7 closed out, a net change of +3 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2022 was Commonwealth Equity Services, an estimated $353K added.
  • The largest Gabelli Utility Trust seller in Q1 2022 was Royal Bank of Canada, an estimated $316K sold.

Based on aggregated 13F filings for Q1 2022.