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GUT

Gabelli Utility Trust

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

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

12% more funds holding

Funds holding: 8292 (+10)

1.64% more ownership

Funds ownership: 8.32%9.95% (+1.6%)

2% more capital invested

Capital invested by funds: $36.2M → $36.7M (+$555K)

71% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 58

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$77.5K -$2.24K -388 -3%
PFA
52
Pure Financial Advisors
California
$77.5K +$86.1K +14,909 New
KPWS
53
Kestra Private Wealth Services
Texas
$75.3K -$832 -144 -1%
AWM
54
Accurate Wealth Management
Florida
$74.2K -$2.18K -377 -3%
RFA
55
Rollins Financial Advisors
New York
$72.8K -$2.1K -364 -3%
PAG
56
Private Advisor Group
New Jersey
$72.8K -$1.59K -276 -2%
SWP
57
Stratos Wealth Partners
Ohio
$68.8K -$1.13K -195 -1%
Citadel Advisors
58
Citadel Advisors
Florida
$63.6K +$11.3K +1,963 +19%
BWM
59
BNC Wealth Management
Oregon
$62.6K -$14.6K -2,519 -17%
SIMG
60
Sonora Investment Management Group
Arizona
$62.5K -$1.8K -312 -3%
PA
61
Pinnacle Associates
New York
$60.5K -$1.68K -290 -3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$60.5K -$2.15K -372 -3%
TF
63
Trek Financial
Arizona
$57.5K -$1.66K -288 -3%
PI
64
PFG Investments
New York
$52.1K +$57.9K +10,016 New
LCM
65
Liberty Capital Management
Michigan
$52K -$1.5K -260 -3%
GRP
66
Global Retirement Partners
California
$38.6K -$1.11K -193 -3%
M
67
MOTCO
Texas
$37.8K -$1.09K -189 -3%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$37.3K +$26.6K +4,607 +180%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$33.8K +$2.74K +474 +8%
FMII
70
Farmers & Merchants Investments Inc
Nebraska
$30.6K -$884 -153 -3%
RFA
71
Register Financial Advisors
Georgia
$27.6K -$514 -89 -2%
QL
72
Quarry LP
New York
$22.5K +$25K +4,333 New
PFA
73
Pathway Financial Advisers
Indiana
$17.7K -$87 -15 -0.4%
RMC
74
Resources Management Corp
Connecticut
$14K -$4.32K -747 -21%
IA
75
IFP Advisors
Florida
$13.8K +$15.4K +2,662 New

GUT Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2024, worth a combined $36.7M — up 1.5% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GUT positions and 6 closed out — a net gain of 10 holders — while 17 added to existing stakes and 58 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $2.52M. The largest seller was Aristides Capital, exiting entirely with an estimated $853K sold.

  • 92 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $36.7M of Gabelli Utility Trust stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 16 funds opened new Gabelli Utility Trust positions in Q3 2024 and 6 closed out, a net change of +10 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2024 was Alpine Global Management, an estimated $2.52M added.
  • The largest Gabelli Utility Trust seller in Q3 2024 was Aristides Capital, an estimated $853K sold.

Based on aggregated 13F filings for Q3 2024.