We are live on ! Find out more
GUT

Gabelli Utility Trust
GUT

72 hedge funds and large institutions have $38.6M invested in Gabelli Utility Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

13% more funds holding

Funds holding: 64 → 72 (+8)

6% more capital invested

Capital invested by funds: $36.2M → $38.6M (+$2.32M)

0.13% more ownership

Funds ownership: 8.57% → 8.7% (+0.13%)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$191K
2
BWM
BNC Wealth Management
Oregon
+$177K
3
NA
NewEdge Advisors
Louisiana
+$152K
4
Osaic Holdings
Osaic Holdings
Arizona
+$145K
5
UBS Group
UBS Group
Switzerland
+$132K

Top Sellers

1
APW
Aurora Private Wealth
New Jersey
-$425K
2
LPL Financial
LPL Financial
California
-$172K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$153K
4
VF
Virtu Financial
New York
-$67.2K
5
ACM
Anfield Capital Management
California
-$9.68K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Covington Capital Management
California
$15K +$276 +35 +2%
MRCM
52
M&R Capital Management
New Jersey
$12K +$197 +25 +2%
CWA
53
Clearview Wealth Advisors
Oregon
$11K +$197 +25 +2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$11K +$1.21K +154 +14%
CFGS
55
Concourse Financial Group Securities
Alabama
$7K – – –
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$6.69K – – –
GAM
57
Gemmer Asset Management
California
$6K – – –
LFG
58
Larson Financial Group
Missouri
$4K +$4.04K +513 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$3K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.46K +313 New
SFM
61
Signet Financial Management
New Jersey
$3K +$2.63K +334 New
CB
62
Community Bank
New York
$2K -$4.68K -594 -67%
SL
63
Savior LLC
Massachusetts
$2K – – –
HI
64
Harbour Investments
Wisconsin
$1K – – –
US Bancorp
65
US Bancorp
Minnesota
$1K – – –
CWC
66
Carolinas Wealth Consulting
North Carolina
$1K +$1.01K +129 New
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$560 – – –
APW
68
Aurora Private Wealth
New Jersey
– -$425K -55,486 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$153K -20,005 Closed
HA
70
Herold Advisors
New York
– -$7K -1,026 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– +$55 +7 New
FAG
72
Fortitude Advisory Group
Washington
– +$315 +40 New
CFRPA
73
Castle Financial & Retirement Planning Associates
New Jersey
– +$323 +41 New
AWM
74
Avior Wealth Management
Nebraska
– +$756 +96 New
1 2
3

GUT Hedge Fund Activity: Q4 2021 in Review

72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2021, worth a combined $38.6M — up 6.4% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GUT positions and 3 closed out — a net gain of 12 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $191K. The largest seller was Aurora Private Wealth, exiting entirely with an estimated $425K sold.

  • 72 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2021, up from 64 in Q3 2021.
  • Funds reported $38.6M of Gabelli Utility Trust stock for Q4 2021, up 6.4% quarter-over-quarter.
  • 15 funds opened new Gabelli Utility Trust positions in Q4 2021 and 3 closed out, a net change of +12 holders.
  • The largest Gabelli Utility Trust buyer in Q4 2021 was Morgan Stanley, an estimated $191K added.
  • The largest Gabelli Utility Trust seller in Q4 2021 was Aurora Private Wealth, an estimated $425K sold.

Based on aggregated 13F filings for Q4 2021.