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GUT

Gabelli Utility Trust

82 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $34.1M → $36.2M (+$2.12M)

0% more funds holding

Funds holding: 8282 (0)

1.54% less ownership

Funds ownership: 9.85%8.32% (-1.5%)

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
26
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$75K -$21.1K -3,720 -22%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$69.2K +$505 +89 +0.7%
SIMG
53
Sonora Investment Management Group
Arizona
$66.7K
PA
54
Pinnacle Associates
New York
$66.1K
TF
55
Trek Financial
Arizona
$65.5K
Fisher Asset Management
56
Fisher Asset Management
Washington
$60.7K +$59.8K +10,528 New
Citadel Advisors
57
Citadel Advisors
Florida
$59.2K +$58.3K +10,267 New
LCM
58
Liberty Capital Management
Michigan
$59.2K
Wells Fargo
59
Wells Fargo
California
$56.8K +$55.9K +9,847 +984,700%
GRP
60
Global Retirement Partners
California
$43.9K
M
61
MOTCO
Texas
$43.1K
FMII
62
Farmers & Merchants Investments Inc
Nebraska
$34.8K +$34.3K +6,035 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$34.7K +$29.3K +5,161 +601%
RFA
64
Register Financial Advisors
Georgia
$31.1K +$272 +48 +0.9%
RMC
65
Resources Management Corp
Connecticut
$20K
PFA
66
Pathway Financial Advisers
Indiana
$19.7K +$409 +72 +2%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$14.8K
PS
68
Principal Securities
Iowa
$10.9K +$284 +50 +3%
MRCM
69
M&R Capital Management
New Jersey
$10.6K -$45 -8 -0.4%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.81K +495 +40%
PBK
71
Peoples Bank (Kansas)
Kansas
$8.88K
BWAM
72
Boyd Watterson Asset Management
Ohio
$4.26K
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.18K +$2.15K +379 New
CB
74
Community Bank
New York
$1.95K
EC
75
EdgeRock Capital
Colorado
$1.9K +$1.87K +329 New

GUT Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2024, worth a combined $36.2M — up 6.2% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GUT positions and 8 closed out — a net gain of 3 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Aristides Capital, opening a new position worth an estimated $839K. The largest seller was Osaic Holdings, cutting an estimated $728K.

  • 82 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $36.2M of Gabelli Utility Trust stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 11 funds opened new Gabelli Utility Trust positions in Q2 2024 and 8 closed out, a net change of +3 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2024 was Aristides Capital, an estimated $839K added.
  • The largest Gabelli Utility Trust seller in Q2 2024 was Osaic Holdings, an estimated $728K sold.

Based on aggregated 13F filings for Q2 2024.