GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

82 hedge funds and large institutions have $34.1M invested in Gabelli Utility Trust in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$1.17M
2
CA
2
Cetera Advisors
Colorado
$271K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.05M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$551K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$164K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.75M
2
SWP
2
Significant Wealth Partners
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$5.46M
4
RTC
4
Riverview Trust Company
Washington
$0
5
VF
5
Virtu Financial
New York
$61K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$76.7K +$503 +93 +0.7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$69.4K +$69.4K +12,824 New
SIMG
53
Sonora Investment Management Group
Arizona
$66.7K – – –
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$64.4K -$95.1K -17,585 -60%
Stifel Financial
55
Stifel Financial
Missouri
$63.7K +$552 +102 +0.9%
PA
56
Pinnacle Associates
New York
$62K – – –
TF
57
Trek Financial
Arizona
$61.4K – – –
VF
58
Virtu Financial
New York
$61K -$131K -24,161 -68%
LCM
59
Liberty Capital Management
Michigan
$55.5K – – –
HCM
60
Highlander Capital Management
New Jersey
$49.8K – – –
GRP
61
Global Retirement Partners
California
$41.2K – – –
M
62
MOTCO
Texas
$40.4K -$27.1K -5,009 -40%
RFA
63
Register Financial Advisors
Georgia
$28.9K +$28.9K +5,340 New
RMC
64
Resources Management Corp
Connecticut
$19K -$28.6K -5,290 -60%
PFA
65
Pathway Financial Advisers
Indiana
$18.1K +$400 +74 +2%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$13.9K – – –
PS
67
Principal Securities
Iowa
$9.98K +$287 +53 +3%
MRCM
68
M&R Capital Management
New Jersey
$9.95K +$260 +48 +3%
PBK
69
Peoples Bank (Kansas)
Kansas
$8.33K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +1,252 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$4.65K -$9.13K -1,687 -66%
BWAM
72
Boyd Watterson Asset Management
Ohio
$4K – – –
LFG
73
Larson Financial Group
Missouri
$2.85K +$76 +14 +3%
CB
74
Community Bank
New York
$1.83K – – –
AF
75
Allworth Financial
California
$1.11K +$1.11K +205 New
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