GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

83 hedge funds and large institutions have $39.4M invested in Gabelli Utility Trust in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-9
Holders Change %
-9.78%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
21
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$7.49M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.84M
3
SPIA
Steward Partners Investment Advisory
New York
$440K
4
Nomura Holdings
Nomura Holdings
Japan
$323K
5
GI
GAMCO Investors
Connecticut
$1.67M

Top Sellers

1
AGM
Alpine Global Management
New York
$0
2
BFM
Boothbay Fund Management
New York
$0
3
IAIM
International Assets Investment Management
Florida
$507K
4
Morgan Stanley
Morgan Stanley
New York
$3.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$66.6K – – –
KWA
52
Kingswood Wealth Advisors
California
$61.7K +$61.7K +12,263 New
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$58.5K +$55 +11 +0.1%
PA
54
Pinnacle Associates
New York
$56.2K – – –
TF
55
Trek Financial
Arizona
$55.6K – – –
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$55.3K +$55.3K +10,992 New
WAM
57
Wolverine Asset Management
Illinois
$55.2K -$311K -61,769 -85%
PI
58
PFG Investments
New York
$51.6K +$1.24K +247 +2%
OCM
59
One Capital Management
California
$51.3K +$51.3K +10,198 New
LCM
60
Liberty Capital Management
Michigan
$50.3K – – –
GRP
61
Global Retirement Partners
California
$37.3K – – –
M
62
MOTCO
Texas
$36.6K – – –
AIM
63
Anchor Investment Management
South Carolina
$25.2K +$25.2K +5,000 New
NA
64
NewEdge Advisors
Louisiana
$23.9K -$63.7K -12,657 -73%
FMII
65
Farmers & Merchants Investments Inc
Nebraska
$22.7K -$6.86K -1,363 -23%
RMC
66
Resources Management Corp
Connecticut
$14K – – –
PFA
67
Pathway Financial Advisers
Indiana
$14K -$3.1K -617 -18%
IA
68
IFP Advisors
Florida
$13.4K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$12.6K -$23.5K -4,672 -65%
PS
70
Principal Securities
Iowa
$9.84K +$287 +57 +3%
PBK
71
Peoples Bank (Kansas)
Kansas
$5.02K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$3.79K -$28.9K -5,741 -88%
BWAM
73
Boyd Watterson Asset Management
Ohio
$3.62K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
HI
75
Harbour Investments
Wisconsin
$1.73K +$402 +80 +30%
1 2
3
4 5