GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

71 hedge funds and large institutions have $38.5M invested in Gabelli Utility Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.43M
2
BWM
2
BNC Wealth Management
Oregon
$180K
3
NA
3
NewEdge Advisors
Louisiana
$155K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.92M
5
UBS Group
5
UBS Group
Switzerland
$812K

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$0
2
LPL Financial
2
LPL Financial
California
$7.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VF
4
Virtu Financial
New York
$127K
5
ACM
5
Anfield Capital Management
California
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
51
M&R Capital Management
New Jersey
$12K +$196 +25 +2%
CWA
52
Clearview Wealth Advisors
Oregon
$11K +$206 +25 +2%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$11K +$1.32K +154 +14%
CFGS
54
Concourse Financial Group Securities
Alabama
$7K – – –
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$6.69K – – –
GAM
56
Gemmer Asset Management
California
$6K – – –
LFG
57
Larson Financial Group
Missouri
$4K +$4K +513 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$3K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +313 New
SFM
60
Signet Financial Management
New Jersey
$3K +$3K +334 New
CB
61
Community Bank
New York
$2K -$4.03K -594 -67%
SL
62
Savior LLC
Massachusetts
$2K – – –
US Bancorp
63
US Bancorp
Minnesota
$1K – – –
HI
64
Harbour Investments
Wisconsin
$1K – – –
CWC
65
Carolinas Wealth Consulting
North Carolina
$1K +$1K +129 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$560 – – –
APW
67
Aurora Private Wealth
New Jersey
– -$425K -55,486 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$153K -20,005 Closed
HA
69
Herold Advisors
New York
– -$7K -1,026 Closed
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