GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

83 hedge funds and large institutions have $39.4M invested in Gabelli Utility Trust in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-9
Holders Change %
-9.78%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
21
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$7.49M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.84M
3
SPIA
Steward Partners Investment Advisory
New York
$440K
4
Nomura Holdings
Nomura Holdings
Japan
$323K
5
GI
GAMCO Investors
Connecticut
$1.67M

Top Sellers

1
AGM
Alpine Global Management
New York
$0
2
BFM
Boothbay Fund Management
New York
$0
3
IAIM
International Assets Investment Management
Florida
$507K
4
Morgan Stanley
Morgan Stanley
New York
$3.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$218K -$17.4K -3,464 -7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$208K +$59.5K +11,826 +40%
WQ
28
Wealth Quarterback
New Jersey
$199K +$9.72K +1,932 +5%
KAS
29
Kestra Advisory Services
Texas
$191K -$5.42K -1,078 -3%
WS
30
Wedbush Securities
California
$178K +$178K +35,415 New
UBS Group
31
UBS Group
Switzerland
$177K +$14.8K +2,951 +9%
LFG
32
Leverty Financial Group
Wisconsin
$157K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$142K -$37.3K -7,409 -21%
HH
34
Hilltop Holdings
Texas
$140K -$9.99K -1,985 -7%
PCM
35
Piedmont Capital Management
Montana
$126K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$119K -$70.4K -14,000 -37%
PAG
37
Private Advisor Group
New Jersey
$106K +$35.6K +7,087 +51%
VFPW
38
Vantage Financial Partners (Wisconsin)
Wisconsin
$106K +$251 +50 +0.2%
GLA
39
Good Life Advisors
Pennsylvania
$102K -$142K -28,140 -58%
AG
40
AmeriFlex Group
Nevada
$97.3K +$97.3K +17,750 New
Bank of America
41
Bank of America
North Carolina
$95.9K -$270K -53,716 -74%
JWCA
42
J.W. Cole Advisors
Florida
$92.2K +$92.2K +18,328 New
EWS
43
Eagle Wealth Strategies
New Jersey
$91.2K – – –
CIG
44
Cascade Investment Group
Colorado
$90K +$4.03K +801 +5%
AWM
45
Accurate Wealth Management
Florida
$89.1K +$10.3K +1,900 +13%
DADC
46
D.A. Davidson & Co
Montana
$82.8K +$5.02K +997 +6%
SF
47
Synovus Financial
Georgia
$76.2K -$60.1K -11,954 -44%
EAM
48
Everstar Asset Management
North Carolina
$75.7K -$15.6K -3,100 -17%
SIMG
49
Sonora Investment Management Group
Arizona
$72.5K +$12.1K +2,404 +20%
RFA
50
Rollins Financial Advisors
New York
$70.4K – – –
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