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GUT

Gabelli Utility Trust
GUT

71 hedge funds and large institutions have $46.8M invested in Gabelli Utility Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

34% more capital invested

Capital invested by funds: $34.8M → $46.8M (+$12M)

3.42% more ownership

Funds ownership: 7.82% → 11.25% (+3.4%)

3% less funds holding

Funds holding: 73 → 71 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$9.28M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.35M
3
LPL Financial
LPL Financial
California
+$1.21M
4
FIA
Foundations Investment Advisors
Arizona
+$665K
5
MA
MAS Advisors
Florida
+$508K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$228K
2
AWS
Atria Wealth Solutions
New York
-$132K
3
Wells Fargo
Wells Fargo
California
-$106K
4
Nomura Holdings
Nomura Holdings
Japan
-$95K
5
BFM
Boothbay Fund Management
New York
-$71K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$173K +$24.6K +3,591 +16%
CA
27
CoreCap Advisors
Michigan
$170K -$22.8K -3,324 -11%
BWM
28
BNC Wealth Management
Oregon
$168K +$24.5K +3,569 +16%
GLA
29
Good Life Advisors
Pennsylvania
$148K +$11.8K +1,722 +8%
TF
30
Trek Financial
Arizona
$146K – – –
NFG
31
Nations Financial Group
Iowa
$140K +$144K +21,063 New
AWA
32
Arete Wealth Advisors
Illinois
$139K +$141K +20,623 New
MML Investors Services
33
MML Investors Services
Massachusetts
$115K +$13.7K +2,004 +13%
Stifel Financial
34
Stifel Financial
Missouri
$110K +$114K +16,560 New
SF
35
Synovus Financial
Georgia
$103K – – –
DC
36
Davenport & Co
Virginia
$101K -$28.1K -4,104 -21%
CAN
37
Cetera Advisor Networks
California
$99K +$16.2K +2,362 +19%
Creative Planning
38
Creative Planning
Kansas
$97K +$4.18K +610 +4%
RF
39
Rollins Financial
Georgia
$95K – – –
KAS
40
Kestra Advisory Services
Texas
$90K -$228K -33,187 -71%
KPWS
41
Kestra Private Wealth Services
Texas
$87K +$1.41K +205 +2%
M
42
MOTCO
Texas
$83K – – –
SIMG
43
Sonora Investment Management Group
Arizona
$82K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$78K +$80.2K +11,695 New
PAG
45
Private Advisor Group
New Jersey
$77K +$3.17K +462 +4%
RIG
46
Ramiah Investment Group
Wisconsin
$77K +$1.52K +222 +2%
RMC
47
Resources Management Corp
Connecticut
$76K -$693 -101 -0.9%
FWM
48
Frontier Wealth Management
Missouri
$75K – – –
DADC
49
D.A. Davidson & Co
Montana
$70K +$72.8K +10,609 New
LCM
50
Liberty Capital Management
Michigan
$68K – – –
1
2
3 4

GUT Hedge Fund Activity: Q2 2022 in Review

71 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2022, worth a combined $46.8M — up 34% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GUT and 9 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 32 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $9.28M. The largest seller was Kestra Advisory Services, cutting an estimated $228K.

  • 71 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2022, down from 73 in Q1 2022.
  • Funds reported $46.8M of Gabelli Utility Trust stock for Q2 2022, up 34% quarter-over-quarter.
  • 9 funds opened new Gabelli Utility Trust positions in Q2 2022 and 11 closed out, a net change of -2 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2022 was Sit Investment Associates, an estimated $9.28M added.
  • The largest Gabelli Utility Trust seller in Q2 2022 was Kestra Advisory Services, an estimated $228K sold.

Based on aggregated 13F filings for Q2 2022.