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GUT

Gabelli Utility Trust
GUT

72 hedge funds and large institutions have $46.1M invested in Gabelli Utility Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1% more funds holding

Funds holding: 71 → 72 (+1)

0.52% less ownership

Funds ownership: 11.25% → 10.73% (-0.52%)

1% less capital invested

Capital invested by funds: $46.8M → $46.1M (-$657K)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$1.26M
2
Morgan Stanley
Morgan Stanley
New York
+$462K
3
MA
MAS Advisors
Florida
+$460K
4
FIA
Foundations Investment Advisors
Arizona
+$314K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$264K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$6.04M
2
UBS Group
UBS Group
Switzerland
-$194K
3
NA
NewEdge Advisors
Louisiana
-$173K
4
AWA
Arete Wealth Advisors
Illinois
-$139K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
26
Kovack Advisors
Florida
$219K +$8.32K +1,129 +4%
NFG
27
Nations Financial Group
Iowa
$219K +$85.1K +11,542 +55%
LFG
28
Leverty Financial Group
Wisconsin
$215K – – –
Goldman Sachs
29
Goldman Sachs
New York
$199K – – –
AWS
30
Atria Wealth Solutions
New York
$197K +$216K +29,269 New
CA
31
CoreCap Advisors
Michigan
$173K – – –
BWM
32
BNC Wealth Management
Oregon
$166K -$4.84K -656 -3%
GLA
33
Good Life Advisors
Pennsylvania
$154K +$3.55K +481 +2%
TF
34
Trek Financial
Arizona
$138K -$10.9K -1,485 -7%
CAN
35
Cetera Advisor Networks
California
$122K +$23.3K +3,163 +21%
MML Investors Services
36
MML Investors Services
Massachusetts
$119K +$2.51K +341 +2%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$117K +$128K +17,333 New
Stifel Financial
38
Stifel Financial
Missouri
$116K +$4.86K +659 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$111K +$124K +16,824 New
SF
40
Synovus Financial
Georgia
$104K – – –
DC
41
Davenport & Co
Virginia
$102K – – –
Creative Planning
42
Creative Planning
Kansas
$99K +$251 +34 +0.2%
RF
43
Rollins Financial
Georgia
$97K – – –
PAG
44
Private Advisor Group
New Jersey
$94K +$16.6K +2,253 +19%
KAS
45
Kestra Advisory Services
Texas
$92K -$199 -27 -0.2%
KPWS
46
Kestra Private Wealth Services
Texas
$89K +$1.11K +151 +1%
M
47
MOTCO
Texas
$84K – – –
SIMG
48
Sonora Investment Management Group
Arizona
$82K – – –
RIG
49
Ramiah Investment Group
Wisconsin
$77.8K -$310 -42 -0.4%
RMC
50
Resources Management Corp
Connecticut
$77K – – –
1
2
3 4

GUT Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2022, worth a combined $46.1M — down 1.4% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GUT positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.26M. The largest seller was Sit Investment Associates, cutting an estimated $6.04M.

  • 72 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2022, up from 71 in Q2 2022.
  • Funds reported $46.1M of Gabelli Utility Trust stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 8 funds opened new Gabelli Utility Trust positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2022 was Hilltop Holdings, an estimated $1.26M added.
  • The largest Gabelli Utility Trust seller in Q3 2022 was Sit Investment Associates, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2022.