GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

70 hedge funds and large institutions have $46.7M invested in Gabelli Utility Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.97M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.53M
3
LPL Financial
3
LPL Financial
California
$7.73M
4
FIA
4
Foundations Investment Advisors
Arizona
$1.07M
5
MA
5
MAS Advisors
Florida
$564K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$90K
2
AWS
2
Atria Wealth Solutions
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$505K
4
Nomura Holdings
4
Nomura Holdings
Japan
$0
5
BFM
5
Boothbay Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$173K +$23.7K +3,591 +16%
CA
27
CoreCap Advisors
Michigan
$170K -$22K -3,324 -11%
BWM
28
BNC Wealth Management
Oregon
$168K +$23.6K +3,569 +16%
GLA
29
Good Life Advisors
Pennsylvania
$148K +$11.4K +1,722 +8%
TF
30
Trek Financial
Arizona
$146K – – –
NFG
31
Nations Financial Group
Iowa
$140K +$140K +21,063 New
AWA
32
Arete Wealth Advisors
Illinois
$139K +$139K +20,623 New
MML Investors Services
33
MML Investors Services
Massachusetts
$115K +$13.3K +2,004 +13%
Stifel Financial
34
Stifel Financial
Missouri
$110K +$110K +16,560 New
SF
35
Synovus Financial
Georgia
$103K – – –
DC
36
Davenport & Co
Virginia
$101K -$27.3K -4,104 -21%
CAN
37
Cetera Advisor Networks
California
$99K +$15.6K +2,362 +19%
Creative Planning
38
Creative Planning
Kansas
$97K +$4.02K +610 +4%
RF
39
Rollins Financial
Georgia
$95K – – –
KAS
40
Kestra Advisory Services
Texas
$90K -$219K -33,187 -71%
KPWS
41
Kestra Private Wealth Services
Texas
$87K +$1.36K +205 +2%
M
42
MOTCO
Texas
$83K – – –
SIMG
43
Sonora Investment Management Group
Arizona
$82K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$78K +$78K +11,695 New
PAG
45
Private Advisor Group
New Jersey
$77K +$3.04K +462 +4%
RMC
46
Resources Management Corp
Connecticut
$76K -$669 -101 -0.9%
FWM
47
Frontier Wealth Management
Missouri
$75K – – –
DADC
48
D.A. Davidson & Co
Montana
$70K +$70K +10,609 New
LCM
49
Liberty Capital Management
Michigan
$68K – – –
GRP
50
Global Retirement Partners
California
$65K – – –
1
2
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