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GUT

Gabelli Utility Trust
GUT

72 hedge funds and large institutions have $46.1M invested in Gabelli Utility Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1% more funds holding

Funds holding: 71 → 72 (+1)

0.52% less ownership

Funds ownership: 11.25% → 10.73% (-0.52%)

1% less capital invested

Capital invested by funds: $46.8M → $46.1M (-$657K)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$1.26M
2
Morgan Stanley
Morgan Stanley
New York
+$462K
3
MA
MAS Advisors
Florida
+$460K
4
FIA
Foundations Investment Advisors
Arizona
+$314K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$264K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$6.04M
2
UBS Group
UBS Group
Switzerland
-$194K
3
NA
NewEdge Advisors
Louisiana
-$173K
4
AWA
Arete Wealth Advisors
Illinois
-$139K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$71K +$29 +4 +0%
LCM
52
Liberty Capital Management
Michigan
$69K – – –
GRP
53
Global Retirement Partners
California
$65K – – –
TWM
54
Tradition Wealth Management
Minnesota
$35K +$38K +5,160 New
HR
55
Howe & Rusling
New York
$21K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$17K – – –
CCM
57
Covington Capital Management
California
$14K +$295 +40 +2%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
MRCM
59
M&R Capital Management
New Jersey
$10K +$214 +29 +2%
CWA
60
Clearview Wealth Advisors
Oregon
$9K +$214 +29 +2%
IA
61
IFP Advisors
Florida
$6K – – –
LFG
62
Larson Financial Group
Missouri
$3K – – –
AWM
63
Avior Wealth Management
Nebraska
$3K +$3.62K +491 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$2K -$64.1K -8,689 -96%
CB
65
Community Bank
New York
$2K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$2K +$1.82K +247 +358%
EC
67
EdgeRock Capital
Colorado
$2K +$2.56K +347 New
CWC
68
Carolinas Wealth Consulting
North Carolina
$1K – – –
HI
69
Harbour Investments
Wisconsin
$1K – – –
US Bancorp
70
US Bancorp
Minnesota
$1K – – –
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$469 – – –
NA
72
NewEdge Advisors
Louisiana
– -$173K -26,178 Closed
AWA
73
Arete Wealth Advisors
Illinois
– -$139K -20,623 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$78K -11,695 Closed
AA
75
Addison Advisors
Vermont
– -$14K -2,172 Closed
1 2
3
4

GUT Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2022, worth a combined $46.1M — down 1.4% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GUT positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.26M. The largest seller was Sit Investment Associates, cutting an estimated $6.04M.

  • 72 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2022, up from 71 in Q2 2022.
  • Funds reported $46.1M of Gabelli Utility Trust stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 8 funds opened new Gabelli Utility Trust positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2022 was Hilltop Holdings, an estimated $1.26M added.
  • The largest Gabelli Utility Trust seller in Q3 2022 was Sit Investment Associates, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2022.