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GUT

Gabelli Utility Trust
GUT

80 hedge funds and large institutions have $38.8M invested in Gabelli Utility Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

10% more funds holding

Funds holding: 73 → 80 (+7)

0.02% less ownership

Funds ownership: 10.57% → 10.56% (-0.02%)

21% less capital invested

Capital invested by funds: $49.3M → $38.8M (-$10.6M)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
+$552K
2
Osaic Holdings
Osaic Holdings
Arizona
+$334K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$303K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$205K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$188K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$1.68M
2
HH
Hilltop Holdings
Texas
-$327K
3
Goldman Sachs
Goldman Sachs
New York
-$148K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$112K
5
UBS Group
UBS Group
Switzerland
-$110K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Pinnacle Associates
New York
$79.8K +$81.2K +11,454 New
VFPW
52
Vantage Financial Partners (Wisconsin)
Wisconsin
$78.1K +$79.5K +11,203 New
KAS
53
Kestra Advisory Services
Texas
$76.8K -$3.21K -453 -4%
DADC
54
D.A. Davidson & Co
Montana
$71.6K -$22.5K -3,166 -24%
LCM
55
Liberty Capital Management
Michigan
$71.5K – – –
GRP
56
Global Retirement Partners
California
$65.6K – – –
RFA
57
Register Financial Advisors
Georgia
$36K +$241 +34 +0.7%
SS
58
Sunbelt Securities
Texas
$31.6K +$32.5K +4,580 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$27K +$27.7K +3,899 New
NA
60
NewEdge Advisors
Louisiana
$23.2K – – –
PFA
61
Pathway Financial Advisers
Indiana
$21.5K +$362 +51 +2%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$17.9K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$15K +$15.3K +2,154 New
MRCM
64
M&R Capital Management
New Jersey
$11.7K +$220 +31 +2%
CWA
65
Clearview Wealth Advisors
Oregon
$9.95K +$227 +32 +2%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$8.63K – – –
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$8.52K +$205K +28,904 +2%
HI
68
Harbour Investments
Wisconsin
$7.56K +$7.7K +1,086 New
TWM
69
Tradition Wealth Management
Minnesota
$7K +$43 +6 +0.6%
BWAM
70
Boyd Watterson Asset Management
Ohio
$5.15K – – –
LFG
71
Larson Financial Group
Missouri
$3.58K – – –
AWM
72
Avior Wealth Management
Nebraska
$3.42K – – –
CB
73
Community Bank
New York
$2.36K – – –
ASN
74
Advisory Services Network
Georgia
$2.02K – – –
AAS
75
Ameritas Advisory Services
Nebraska
$1.41K +$1.45K +205 New
1 2
3
4

GUT Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2023, worth a combined $38.8M — down 21% from $49.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GUT positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $552K. The largest seller was International Assets Investment Management, cutting an estimated $1.68M.

  • 80 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2023, up from 73 in Q4 2022.
  • Funds reported $38.8M of Gabelli Utility Trust stock for Q1 2023, down 21% quarter-over-quarter.
  • 12 funds opened new Gabelli Utility Trust positions in Q1 2023 and 4 closed out, a net change of +8 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2023 was Atria Wealth Solutions, an estimated $552K added.
  • The largest Gabelli Utility Trust seller in Q1 2023 was International Assets Investment Management, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2023.