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GUT

Gabelli Utility Trust
GUT

73 hedge funds and large institutions have $34.8M invested in Gabelli Utility Trust in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

1% more funds holding

Funds holding: 72 → 73 (+1)

0.88% less ownership

Funds ownership: 8.7% → 7.82% (-0.88%)

10% less capital invested

Capital invested by funds: $38.6M → $34.8M (-$3.76M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$353K
2
Bank of America
Bank of America
North Carolina
+$321K
3
CA
CoreCap Advisors
Michigan
+$224K
4
LPL Financial
LPL Financial
California
+$199K
5
KAS
Kestra Advisory Services
Texas
+$197K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$316K
2
VF
Virtu Financial
New York
-$127K
3
PTP
Platform Technology Partners
New York
-$107K
4
Morgan Stanley
Morgan Stanley
New York
-$106K
5
SWM
Spire Wealth Management
Virginia
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Covington Capital Management
California
$14K +$285 +37 +2%
GWM
52
Geneos Wealth Management
Colorado
$10K -$5.3K -688 -32%
MRCM
53
M&R Capital Management
New Jersey
$10K +$200 +26 +2%
CWA
54
Clearview Wealth Advisors
Oregon
$9K +$131 +17 +1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$8K -$362 -47 -4%
HA
56
Herold Advisors
New York
$7.14K +$7.91K +1,026 New
IA
57
IFP Advisors
Florida
$6K +$7.91K +1,026 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$5.8K – – –
SWM
59
Spire Wealth Management
Virginia
$5K -$103K -13,336 -95%
GAM
60
Gemmer Asset Management
California
$5K – – –
LFG
61
Larson Financial Group
Missouri
$4K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$4K +$3.96K +514 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CB
64
Community Bank
New York
$2K – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$2K – – –
CWC
66
Carolinas Wealth Consulting
North Carolina
$1K – – –
SL
67
Savior LLC
Massachusetts
$1K – – –
US Bancorp
68
US Bancorp
Minnesota
$1K – – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$486 – – –
VF
70
Virtu Financial
New York
– -$127K -15,865 Closed
PTP
71
Platform Technology Partners
New York
– -$107K -13,336 Closed
ACM
72
Anfield Capital Management
California
– -$93K -11,519 Closed
CWS
73
Confluence Wealth Services
Pennsylvania
– -$19K -2,400 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– -$7.1K -921 Closed
SFM
75
Signet Financial Management
New Jersey
– -$3K -334 Closed
1 2
3
4

GUT Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2022, worth a combined $34.8M — down 9.8% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GUT positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $353K. The largest seller was Royal Bank of Canada, cutting an estimated $316K.

  • 73 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2022, up from 72 in Q4 2021.
  • Funds reported $34.8M of Gabelli Utility Trust stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 10 funds opened new Gabelli Utility Trust positions in Q1 2022 and 7 closed out, a net change of +3 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2022 was Commonwealth Equity Services, an estimated $353K added.
  • The largest Gabelli Utility Trust seller in Q1 2022 was Royal Bank of Canada, an estimated $316K sold.

Based on aggregated 13F filings for Q1 2022.