GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

72 hedge funds and large institutions have $34.7M invested in Gabelli Utility Trust in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.54M
2
Bank of America
2
Bank of America
North Carolina
$647K
3
CA
3
CoreCap Advisors
Michigan
$202K
4
LPL Financial
4
LPL Financial
California
$6.88M
5
KAS
5
Kestra Advisory Services
Texas
$326K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.96M
2
VF
2
Virtu Financial
New York
$0
3
PTP
3
Platform Technology Partners
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.48M
5
ACM
5
Anfield Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$10K -$4.67K -688 -32%
MRCM
52
M&R Capital Management
New Jersey
$10K +$167 +26 +2%
CWA
53
Clearview Wealth Advisors
Oregon
$9K +$113 +17 +1%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$8K -$304 -47 -4%
HA
55
Herold Advisors
New York
$7.14K +$7.14K +1,026 New
IA
56
IFP Advisors
Florida
$6K +$6K +1,026 New
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$5.8K – – –
SWM
58
Spire Wealth Management
Virginia
$5K -$90.8K -13,336 -95%
GAM
59
Gemmer Asset Management
California
$5K – – –
LFG
60
Larson Financial Group
Missouri
$4K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$4K +$4K +514 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CB
63
Community Bank
New York
$2K – – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$2K – – –
SL
65
Savior LLC
Massachusetts
$1K – – –
CWC
66
Carolinas Wealth Consulting
North Carolina
$1K – – –
US Bancorp
67
US Bancorp
Minnesota
$1K – – –
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$486 – – –
VF
69
Virtu Financial
New York
– -$127K -15,865 Closed
PTP
70
Platform Technology Partners
New York
– -$107K -13,336 Closed
ACM
71
Anfield Capital Management
California
– -$93K -11,519 Closed
CWS
72
Confluence Wealth Services
Pennsylvania
– -$19K -2,400 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– -$7K -921 Closed
SFM
74
Signet Financial Management
New Jersey
– -$3K -334 Closed
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