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GUT

Gabelli Utility Trust
GUT

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

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

0% more funds holding

Funds holding: 82 → 82 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1.19% less ownership

Funds ownership: 11.04% → 9.85% (-1.2%)

9% less capital invested

Capital invested by funds: $37.3M → $34.1M (-$3.23M)

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
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
Virtue Capital Management
Tennessee
+$1.15M
2
CA
Cetera Advisors
Colorado
+$264K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$224K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$206K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$160K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.6M
2
SWP
Significant Wealth Partners
Illinois
-$886K
3
LPL Financial
LPL Financial
California
-$781K
4
RTC
Riverview Trust Company
Washington
-$276K
5
VF
Virtu Financial
New York
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$76.7K +$491 +93 +0.7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$69.4K +$67.7K +12,824 New
SIMG
53
Sonora Investment Management Group
Arizona
$66.7K – – –
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$64.4K -$92.9K -17,585 -60%
Stifel Financial
55
Stifel Financial
Missouri
$63.7K +$539 +102 +0.9%
PA
56
Pinnacle Associates
New York
$62K – – –
TF
57
Trek Financial
Arizona
$61.4K – – –
VF
58
Virtu Financial
New York
$61K -$128K -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 -$26.4K -5,009 -40%
RFA
63
Register Financial Advisors
Georgia
$28.9K +$28.2K +5,340 New
RMC
64
Resources Management Corp
Connecticut
$19K -$27.9K -5,290 -60%
PFA
65
Pathway Financial Advisers
Indiana
$18.1K +$391 +74 +2%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$13.9K – – –
PS
67
Principal Securities
Iowa
$9.98K +$280 +53 +3%
MRCM
68
M&R Capital Management
New Jersey
$9.95K +$253 +48 +3%
PBK
69
Peoples Bank (Kansas)
Kansas
$8.32K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.61K +1,252 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$4.65K -$8.91K -1,687 -66%
BWAM
72
Boyd Watterson Asset Management
Ohio
$4K – – –
LFG
73
Larson Financial Group
Missouri
$2.85K +$74 +14 +3%
CB
74
Community Bank
New York
$1.83K – – –
AF
75
Allworth Financial
California
$1.11K +$1.08K +205 New
1 2
3
4

GUT Hedge Fund Activity: Q1 2024 in Review

82 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2024, worth a combined $34.1M — down 8.7% from $37.3M a quarter earlier.

Fund positioning in GUT was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 29 added to existing stakes and 18 trimmed.

The largest buyer was Virtue Capital Management, opening a new position worth an estimated $1.15M. The largest seller was Morgan Stanley, cutting an estimated $4.6M.

  • 82 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $34.1M of Gabelli Utility Trust stock for Q1 2024, down 8.7% quarter-over-quarter.
  • 11 funds opened new Gabelli Utility Trust positions in Q1 2024 and 11 closed out, a net change of 0 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2024 was Virtue Capital Management, an estimated $1.15M added.
  • The largest Gabelli Utility Trust seller in Q1 2024 was Morgan Stanley, an estimated $4.6M sold.

Based on aggregated 13F filings for Q1 2024.