GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

92 hedge funds and large institutions have $36.7M invested in Gabelli Utility Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 58 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
17
Reduced
58
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
1
Alpine Global Management
New York
$2.27M
2
BFM
2
Boothbay Fund Management
New York
$2.21M
3
WAM
3
Wolverine Asset Management
Illinois
$378K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$311K
5
ACM
5
Arlington Capital Management
Illinois
$286K

Top Sellers

1
AC
1
Aristides Capital
Kentucky
$0
2
LPL Financial
2
LPL Financial
California
$5.06M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$808K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.44M
5
Bank of America
5
Bank of America
North Carolina
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$77.5K -$2.02K -388 -3%
PFA
52
Pure Financial Advisors
California
$77.5K +$77.5K +14,909 New
KPWS
53
Kestra Private Wealth Services
Texas
$75.3K -$749 -144 -1%
AWM
54
Accurate Wealth Management
Florida
$74.2K -$1.93K -377 -3%
RFA
55
Rollins Financial Advisors
New York
$72.8K -$1.89K -364 -3%
PAG
56
Private Advisor Group
New Jersey
$72.8K -$1.44K -276 -2%
SWP
57
Stratos Wealth Partners
Ohio
$68.8K -$1.01K -195 -1%
Citadel Advisors
58
Citadel Advisors
Florida
$63.6K +$10.2K +1,963 +19%
BWM
59
BNC Wealth Management
Oregon
$62.6K -$13.1K -2,519 -17%
SIMG
60
Sonora Investment Management Group
Arizona
$62.5K -$1.62K -312 -3%
PA
61
Pinnacle Associates
New York
$60.5K -$1.57K -290 -3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$60.5K -$1.93K -372 -3%
TF
63
Trek Financial
Arizona
$57.5K -$1.5K -288 -3%
PI
64
PFG Investments
New York
$52.1K +$52.1K +10,016 New
LCM
65
Liberty Capital Management
Michigan
$52K -$1.35K -260 -3%
GRP
66
Global Retirement Partners
California
$38.6K -$1K -193 -3%
M
67
MOTCO
Texas
$37.8K -$983 -189 -3%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$37.3K +$24K +4,607 +180%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$33.8K +$2.47K +474 +8%
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$30.6K -$796 -153 -3%
RFA
71
Register Financial Advisors
Georgia
$27.6K -$463 -89 -2%
QL
72
Quarry LP
New York
$22.5K +$22.5K +4,333 New
PFA
73
Pathway Financial Advisers
Indiana
$17.7K -$78 -15 -0.4%
RMC
74
Resources Management Corp
Connecticut
$14K -$3.79K -747 -21%
IA
75
IFP Advisors
Florida
$13.8K +$13.8K +2,662 New
1 2
3
4