GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

49 hedge funds and large institutions have $20.9M invested in Gabelli Utility Trust in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.22M
3
APW
3
Aurora Private Wealth
New Jersey
$412K
4
RJA
4
Raymond James & Associates
Florida
$417K
5
CS
5
Credit Suisse
Switzerland
$150K

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
SS
2
Sunbelt Securities
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$422K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
51
Independent Advisor Alliance
North Carolina
– -$299K -39,546 Closed
SS
52
Sunbelt Securities
Texas
– -$249K -32,939 Closed
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
– -$152K -20,016 Closed
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
– -$152K -20,016 Closed
CA
55
Calton & Associates
Florida
– -$82K -10,794 Closed
NFG
56
Next Financial Group
Texas
– -$4K -513 Closed
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