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GUT

Gabelli Utility Trust

82 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $34.1M → $36.2M (+$2.12M)

0% more funds holding

Funds holding: 8282 (0)

1.54% less ownership

Funds ownership: 9.85%8.32% (-1.5%)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$225K
PCMM
27
Piedmont Capital Management (Montana)
Montana
$218K
BCM
28
Brookstone Capital Management
Illinois
$204K +$18.5K +3,262 +11%
MML Investors Services
29
MML Investors Services
Massachusetts
$203K +$61.7K +10,862 +45%
UBS Group
30
UBS Group
Switzerland
$187K -$11.7K -2,063 -6%
LFG
31
Leverty Financial Group
Wisconsin
$185K
HH
32
Hilltop Holdings
Texas
$173K +$21.7K +3,823 +15%
KAS
33
Kestra Advisory Services
Texas
$143K -$5.06K -892 -3%
GLA
34
Good Life Advisors
Pennsylvania
$138K +$4.02K +708 +3%
VFPW
35
Vantage Financial Partners (Wisconsin)
Wisconsin
$124K +$250 +44 +0.2%
NA
36
NewEdge Advisors
Louisiana
$112K -$13.9K -2,446 -11%
EWS
37
Eagle Wealth Strategies
New Jersey
$107K
KWA
38
Kellett Wealth Advisors
Ohio
$105K -$29.1K -5,130 -22%
CIG
39
Cascade Investment Group
Colorado
$105K
Stifel Financial
40
Stifel Financial
Missouri
$103K +$34.9K +6,156 +52%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$91.5K +$86.8K +15,298 New
DADC
42
D.A. Davidson & Co
Montana
$91.5K +$3.94K +695 +5%
SF
43
Synovus Financial
Georgia
$89.3K
AWM
44
Accurate Wealth Management
Florida
$88.5K
KPWS
45
Kestra Private Wealth Services
Texas
$84.4K +$1.28K +225 +2%
BWM
46
BNC Wealth Management
Oregon
$84K -$13.5K -2,370 -14%
RFA
47
Rollins Financial Advisors
New York
$82.9K
PAG
48
Private Advisor Group
New Jersey
$82.4K +$511 +90 +0.6%
SWP
49
Stratos Wealth Partners
Ohio
$77.5K +$76.3K +13,435 New
HF
50
HRT Financial
New York
$77K +$76.6K +13,489 New

GUT Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2024, worth a combined $36.2M — up 6.2% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GUT positions and 8 closed out — a net gain of 3 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Aristides Capital, opening a new position worth an estimated $839K. The largest seller was Osaic Holdings, cutting an estimated $728K.

  • 82 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $36.2M of Gabelli Utility Trust stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 11 funds opened new Gabelli Utility Trust positions in Q2 2024 and 8 closed out, a net change of +3 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2024 was Aristides Capital, an estimated $839K added.
  • The largest Gabelli Utility Trust seller in Q2 2024 was Osaic Holdings, an estimated $728K sold.

Based on aggregated 13F filings for Q2 2024.