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GUT

Gabelli Utility Trust
GUT

73 hedge funds and large institutions have $49.3M invested in Gabelli Utility Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $46.1M → $49.3M (+$3.23M)

1% more funds holding

Funds holding: 72 → 73 (+1)

0.15% less ownership

Funds ownership: 10.73% → 10.57% (-0.15%)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.47M
2
FIA
Foundations Investment Advisors
Arizona
+$509K
3
AWS
Atria Wealth Solutions
New York
+$353K
4
Creative Planning
Creative Planning
Kansas
+$236K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$216K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.59M
2
Morgan Stanley
Morgan Stanley
New York
-$405K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$254K
4
UBS Group
UBS Group
Switzerland
-$163K
5
LPL Financial
LPL Financial
California
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
51
Liberty Capital Management
Michigan
$75.1K – – –
GRP
52
Global Retirement Partners
California
$71.4K – – –
RFA
53
Register Financial Advisors
Georgia
$37.6K +$35.3K +5,138 New
PFA
54
Pathway Financial Advisers
Indiana
$22.2K +$20.8K +3,035 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$18.8K +$707 +103 +4%
MRCM
56
M&R Capital Management
New Jersey
$12.1K +$220 +32 +2%
CWA
57
Clearview Wealth Advisors
Oregon
$10.2K +$206 +30 +2%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$9.06K -$2.99K -436 -26%
TWM
59
Tradition Wealth Management
Minnesota
$7K -$29K -4,226 -82%
BTI
60
Blue Trust Inc
Georgia
$7K +$6.76K +985 New
IA
61
IFP Advisors
Florida
$6K – – –
BWAM
62
Boyd Watterson Asset Management
Ohio
$5.41K +$5.07K +739 New
LFG
63
Larson Financial Group
Missouri
$3.75K – – –
AWM
64
Avior Wealth Management
Nebraska
$3.6K – – –
CB
65
Community Bank
New York
$2.48K – – –
ASN
66
Advisory Services Network
Georgia
$2.13K +$1.99K +290 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$2K – – –
US Bancorp
68
US Bancorp
Minnesota
$1.04K – – –
CWC
69
Carolinas Wealth Consulting
North Carolina
$946 – – –
SWA
70
SOA Wealth Advisors
New York
$901 – – –
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$511 – – –
HNB
72
Huntington National Bank
Ohio
$278 – – –
PAG
73
Private Advisor Group
New Jersey
$125 +$21.2K +3,088 +22%
NA
74
NewEdge Advisors
Louisiana
$24 +$22.9K +3,335 New
SIA
75
Sit Investment Associates
Minnesota
– -$3.59M -534,067 Closed
1 2
3
4

GUT Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2022, worth a combined $49.3M — up 7% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GUT positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.47M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.59M sold.

  • 73 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $49.3M of Gabelli Utility Trust stock for Q4 2022, up 7% quarter-over-quarter.
  • 10 funds opened new Gabelli Utility Trust positions in Q4 2022 and 8 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q4 2022 was International Assets Investment Management, an estimated $1.47M added.
  • The largest Gabelli Utility Trust seller in Q4 2022 was Sit Investment Associates, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2022.