GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

71 hedge funds and large institutions have $46M invested in Gabelli Utility Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
1
Hilltop Holdings
Texas
$1.15M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.9M
3
MA
3
MAS Advisors
Florida
$993K
4
FIA
4
Foundations Investment Advisors
Arizona
$1.33M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.88M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$3.59M
2
UBS Group
2
UBS Group
Switzerland
$580K
3
NA
3
NewEdge Advisors
Louisiana
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
Liberty Capital Management
Michigan
$69K – – –
GRP
52
Global Retirement Partners
California
$65K – – –
TWM
53
Tradition Wealth Management
Minnesota
$35K +$35K +5,160 New
HR
54
Howe & Rusling
New York
$21K – – –
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$17K – – –
CCM
56
Covington Capital Management
California
$14K +$276 +40 +2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
MRCM
58
M&R Capital Management
New Jersey
$10K +$179 +29 +2%
CWA
59
Clearview Wealth Advisors
Oregon
$9K +$191 +29 +2%
IA
60
IFP Advisors
Florida
$6K – – –
LFG
61
Larson Financial Group
Missouri
$3K – – –
AWM
62
Avior Wealth Management
Nebraska
$3K +$3K +491 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2K -$42.9K -8,689 -96%
CB
64
Community Bank
New York
$2K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$2K +$1.56K +247 +358%
EC
66
EdgeRock Capital
Colorado
$2K +$2K +347 New
US Bancorp
67
US Bancorp
Minnesota
$1K – – –
HI
68
Harbour Investments
Wisconsin
$1K – – –
CWC
69
Carolinas Wealth Consulting
North Carolina
$1K – – –
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$469 – – –
NA
71
NewEdge Advisors
Louisiana
– -$173K -26,178 Closed
AWA
72
Arete Wealth Advisors
Illinois
– -$139K -20,623 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$78K -11,695 Closed
AA
74
Addison Advisors
Vermont
– -$14K -2,172 Closed
GWM
75
Geneos Wealth Management
Colorado
– -$10K -1,486 Closed
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3
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