GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $37.3M invested in Gabelli Utility Trust in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.24M
2
KWA
2
Kellett Wealth Advisors
Ohio
$142K
3
AWS
3
Atria Wealth Solutions
New York
$840K
4
KAS
4
Kestra Advisory Services
Texas
$130K
5
WAM
5
Wolverine Asset Management
Illinois
$69.3K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.4K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.71M
3
Bank of America
3
Bank of America
North Carolina
$418K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$459K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M
51
MOTCO
Texas
$65.9K – – –
Mariner
52
Mariner
Kansas
$65.6K +$65.6K +12,424 New
SIMG
53
Sonora Investment Management Group
Arizona
$65.1K – – –
Stifel Financial
54
Stifel Financial
Missouri
$61.6K – – –
Nomura Holdings
55
Nomura Holdings
Japan
$61.2K +$61.2K +11,594 New
PA
56
Pinnacle Associates
New York
$60.5K – – –
TF
57
Trek Financial
Arizona
$59.9K -$20K -3,788 -25%
LCM
58
Liberty Capital Management
Michigan
$54.2K – – –
HCM
59
Highlander Capital Management
New Jersey
$48.6K +$9.21K +1,744 +23%
RMC
60
Resources Management Corp
Connecticut
$46K +$565 +108 +1%
GRP
61
Global Retirement Partners
California
$39.2K -$11K -2,142 -22%
NA
62
NewEdge Advisors
Louisiana
$17.6K – – –
PFA
63
Pathway Financial Advisers
Indiana
$17.3K +$364 +69 +2%
Wells Fargo
64
Wells Fargo
California
$16.4K -$607K -114,844 -97%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$13.6K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$13.4K -$2.45K -464 -15%
NRG
67
Nemes Rush Group
Michigan
$9.87K +$8.94K +1,691 +955%
PS
68
Principal Securities
Iowa
$9.47K +$9.47K +1,792 New
MRCM
69
M&R Capital Management
New Jersey
$9.47K +$222 +42 +2%
PBK
70
Peoples Bank (Kansas)
Kansas
$8.13K – – –
BWAM
71
Boyd Watterson Asset Management
Ohio
$3.9K – – –
HI
72
Harbour Investments
Wisconsin
$3.12K -$2.89K -546 -48%
LFG
73
Larson Financial Group
Missouri
$2.71K – – –
EC
74
EdgeRock Capital
Colorado
$1.81K +$1.81K +347 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$1.81K +$1.81K +342 New
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