We are live on ! Find out more
GUT

Gabelli Utility Trust
GUT

71 hedge funds and large institutions have $46.8M invested in Gabelli Utility Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

34% more capital invested

Capital invested by funds: $34.8M → $46.8M (+$12M)

3.42% more ownership

Funds ownership: 7.82% → 11.25% (+3.4%)

3% less funds holding

Funds holding: 73 → 71 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$9.28M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.35M
3
LPL Financial
LPL Financial
California
+$1.21M
4
FIA
Foundations Investment Advisors
Arizona
+$665K
5
MA
MAS Advisors
Florida
+$508K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$228K
2
AWS
Atria Wealth Solutions
New York
-$132K
3
Wells Fargo
Wells Fargo
California
-$106K
4
Nomura Holdings
Nomura Holdings
Japan
-$95K
5
BFM
Boothbay Fund Management
New York
-$71K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
51
Global Retirement Partners
California
$65K – – –
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$60K +$59.6K +8,689 +2,145%
HR
53
Howe & Rusling
New York
$20K – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$16K – – –
AA
55
Addison Advisors
Vermont
$14K – – –
CCM
56
Covington Capital Management
California
$13K +$288 +42 +2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$11K +$2.99K +436 +35%
GWM
58
Geneos Wealth Management
Colorado
$10K +$89 +13 +0.9%
MRCM
59
M&R Capital Management
New Jersey
$10K +$219 +32 +2%
CWA
60
Clearview Wealth Advisors
Oregon
$9K -$96 -14 -1%
IA
61
IFP Advisors
Florida
$6K – – –
SWM
62
Spire Wealth Management
Virginia
$5K – – –
LFG
63
Larson Financial Group
Missouri
$3K – – –
CB
64
Community Bank
New York
$2K +$302 +44 +15%
CWC
65
Carolinas Wealth Consulting
North Carolina
$1K – – –
US Bancorp
66
US Bancorp
Minnesota
$1K – – –
HI
67
Harbour Investments
Wisconsin
$1K +$871 +127 New
IAIM
68
International Assets Investment Management
Florida
$960 +$93.6K +13,644 +10%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$462 – – –
AWS
70
Atria Wealth Solutions
New York
– -$132K -19,032 Closed
Nomura Holdings
71
Nomura Holdings
Japan
– -$95K -13,338 Closed
BFM
72
Boothbay Fund Management
New York
– -$71K -10,260 Closed
HA
73
Herold Advisors
New York
– -$7.14K -1,026 Closed
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
– -$5.8K -833 Closed
GAM
75
Gemmer Asset Management
California
– -$5K -729 Closed
1 2
3
4

GUT Hedge Fund Activity: Q2 2022 in Review

71 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2022, worth a combined $46.8M — up 34% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GUT and 9 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 32 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $9.28M. The largest seller was Kestra Advisory Services, cutting an estimated $228K.

  • 71 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2022, down from 73 in Q1 2022.
  • Funds reported $46.8M of Gabelli Utility Trust stock for Q2 2022, up 34% quarter-over-quarter.
  • 9 funds opened new Gabelli Utility Trust positions in Q2 2022 and 11 closed out, a net change of -2 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2022 was Sit Investment Associates, an estimated $9.28M added.
  • The largest Gabelli Utility Trust seller in Q2 2022 was Kestra Advisory Services, an estimated $228K sold.

Based on aggregated 13F filings for Q2 2022.