GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

92 hedge funds and large institutions have $36.7M invested in Gabelli Utility Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 58 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
58
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
1
Alpine Global Management
New York
$2.27M
2
BFM
2
Boothbay Fund Management
New York
$2.21M
3
WAM
3
Wolverine Asset Management
Illinois
$378K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$311K
5
ACM
5
Arlington Capital Management
Illinois
$286K

Top Sellers

1
AC
1
Aristides Capital
Kentucky
$0
2
LPL Financial
2
LPL Financial
California
$5.06M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$808K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.44M
5
Bank of America
5
Bank of America
North Carolina
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
26
Good Life Advisors
Pennsylvania
$252K +$127K +24,476 +102%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$244K -$39K -7,490 -14%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$238K -$5.69K -1,094 -2%
RIL
29
Rothschild Investment LLC
Illinois
$224K -$12.1K -2,329 -5%
KAS
30
Kestra Advisory Services
Texas
$203K +$73.4K +14,110 +57%
WQ
31
Wealth Quarterback
New Jersey
$196K -$12.9K -2,489 -6%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$196K -$6.69K -1,287 -3%
MML Investors Services
33
MML Investors Services
Massachusetts
$185K +$2.79K +538 +2%
UBS Group
34
UBS Group
Switzerland
$167K -$957 -184 -0.6%
LFG
35
Leverty Financial Group
Wisconsin
$163K -$4.23K -813 -3%
HH
36
Hilltop Holdings
Texas
$155K -$374 -72 -0.2%
BCM
37
Brookstone Capital Management
Illinois
$154K -$23.4K -4,499 -13%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$153K +$153K +29,497 New
SF
39
Synovus Financial
Georgia
$141K +$60.5K +11,634 +75%
PCM
40
Piedmont Capital Management
Montana
$127K -$81K -15,706 -39%
Stifel Financial
41
Stifel Financial
Missouri
$114K +$21.3K +4,090 +23%
VFPW
42
Vantage Financial Partners (Wisconsin)
Wisconsin
$109K -$2.61K -501 -2%
IAIM
43
International Assets Investment Management
Florida
$99.2K +$79.6K +414,046 +407%
EAM
44
Everstar Asset Management
North Carolina
$94.4K +$94.4K +18,150 New
EWS
45
Eagle Wealth Strategies
New Jersey
$94.3K -$2.45K -472 -3%
NA
46
NewEdge Advisors
Louisiana
$90.5K -$10.3K -1,973 -10%
KWA
47
Kellett Wealth Advisors
Ohio
$89K -$6.05K -1,163 -6%
CIG
48
Cascade Investment Group
Colorado
$88.9K -$5.67K -1,090 -6%
WAM
49
Weiss Asset Management
Massachusetts
$84.2K +$84.2K +16,188 New
DADC
50
D.A. Davidson & Co
Montana
$80.4K -$2.05K -395 -2%
1
2
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