GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

70 hedge funds and large institutions have $46.7M invested in Gabelli Utility Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.97M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.53M
3
LPL Financial
3
LPL Financial
California
$7.73M
4
FIA
4
Foundations Investment Advisors
Arizona
$1.07M
5
MA
5
MAS Advisors
Florida
$564K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$90K
2
AWS
2
Atria Wealth Solutions
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$505K
4
Nomura Holdings
4
Nomura Holdings
Japan
$0
5
BFM
5
Boothbay Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$60K +$57.3K +8,689 +2,145%
HR
52
Howe & Rusling
New York
$20K – – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$16K – – –
AA
54
Addison Advisors
Vermont
$14K – – –
CCM
55
Covington Capital Management
California
$13K +$275 +42 +2%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$11K +$2.87K +436 +35%
GWM
57
Geneos Wealth Management
Colorado
$10K +$87 +13 +0.9%
MRCM
58
M&R Capital Management
New Jersey
$10K +$201 +32 +2%
CWA
59
Clearview Wealth Advisors
Oregon
$9K -$94 -14 -1%
IA
60
IFP Advisors
Florida
$6K – – –
SWM
61
Spire Wealth Management
Virginia
$5K – – –
LFG
62
Larson Financial Group
Missouri
$3K – – –
CB
63
Community Bank
New York
$2K +$260 +44 +15%
CWC
64
Carolinas Wealth Consulting
North Carolina
$1K – – –
US Bancorp
65
US Bancorp
Minnesota
$1K – – –
HI
66
Harbour Investments
Wisconsin
$1K +$1K +127 New
IAIM
67
International Assets Investment Management
Florida
$960 +$90 +13,644 +10%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$462 – – –
AWS
69
Atria Wealth Solutions
New York
– -$132K -19,032 Closed
Nomura Holdings
70
Nomura Holdings
Japan
– -$95K -13,338 Closed
BFM
71
Boothbay Fund Management
New York
– -$71K -10,260 Closed
HA
72
Herold Advisors
New York
– -$7.14K -1,026 Closed
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
– -$5.8K -833 Closed
GAM
74
Gemmer Asset Management
California
– -$5K -729 Closed
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
– -$2K -313 Closed
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