GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

63 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.73M
2
PCM
2
Piedmont Capital Management
Montana
$310K
3
RIL
3
Rothschild Investment LLC
Illinois
$411K
4
Morgan Stanley
4
Morgan Stanley
New York
$5.95M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.69M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$0
3
AC
3
Aristides Capital
Kentucky
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
CB
52
Community Bank
New York
$7K – – –
CFGS
53
Concourse Financial Group Securities
Alabama
$7K – – –
HA
54
Herold Advisors
New York
$7K +$7K +1,026 New
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$6.39K +$6.39K +833 New
GAM
56
Gemmer Asset Management
California
$6K – – –
SWM
57
Spire Wealth Management
Virginia
$6K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$3K – – –
SL
59
Savior LLC
Massachusetts
$2K – – –
US Bancorp
60
US Bancorp
Minnesota
$1K – – –
HI
61
Harbour Investments
Wisconsin
$1K – – –
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$535 – – –
SIA
63
Sit Investment Associates
Minnesota
– -$2.42M -311,329 Closed
BWM
64
BerganKDV Wealth Management
Minnesota
– -$231K -29,786 Closed
AC
65
Aristides Capital
Kentucky
– -$110K -14,237 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$92K -11,796 Closed
Citigroup
67
Citigroup
New York
– -$38K -4,888 Closed
NFSG
68
Newbridge Financial Services Group
Florida
– -$22K -2,831 Closed
ASN
69
Advisory Services Network
Georgia
– -$2K -290 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
– -$1K -80 Closed
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