GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

61 hedge funds and large institutions have $30.2M invested in Gabelli Utility Trust in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$1.89M
2
CS
2
Credit Suisse
Switzerland
$480K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.03M
4
ECA
4
Elevated Capital Advisors
Utah
$2.34M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.52M

Top Sellers

1
SRC
1
Sage Rhino Capital
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.12M
4
PCM
4
Piedmont Capital Management
Montana
$0
5
GI
5
GAMCO Investors
Connecticut
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
51
Clearview Wealth Advisors
Oregon
$8K +$166 +26 +2%
CFGS
52
Concourse Financial Group Securities
Alabama
$6K – – –
CB
53
Community Bank
New York
$6K – – –
SWM
54
Spire Wealth Management
Virginia
$5K +$5K +734 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$2K – – –
AIC
56
Ameritas Investment Company
Nebraska
$1.38K +$1.38K +205 New
US Bancorp
57
US Bancorp
Minnesota
$1K – – –
HI
58
Harbour Investments
Wisconsin
$1K +$1K +127 New
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$471 – – –
SRC
60
Sage Rhino Capital
California
– -$1.3M -164,515 Closed
Millennium Management
61
Millennium Management
New York
– -$451K -56,996 Closed
PCM
62
Piedmont Capital Management
Montana
– -$320K -40,416 Closed
KA
63
Kovack Advisors
Florida
– -$113K -14,315 Closed
WWM
64
Western Wealth Management
Colorado
– -$98K -12,322 Closed
BC
65
Bartlett & Co
Ohio
– -$20K -2,589 Closed
BCWM
66
Bartlett & Co Wealth Management
Ohio
– -$20.5K -2,589 Closed
CTB
67
Country Trust Bank
Illinois
– -$19K -2,455 Closed
MA
68
Montag & Associates
Georgia
– -$19K -2,450 Closed
ASN
69
Advisory Services Network
Georgia
– -$2K -290 Closed
SIAG
70
Safeguard Investment Advisory Group
California
– -$1K -215 Closed
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