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GUT

Gabelli Utility Trust

85 hedge funds and large institutions have $37.6M invested in Gabelli Utility Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1% more funds holding

Funds holding: 8485 (+1)

5% less capital invested

Capital invested by funds: $39.5M → $37.6M (-$1.92M)

2.35% less ownership

Funds ownership: 10.33%7.98% (-2.3%)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$80.5K -$387 -72 -0.5%
SIMG
52
Sonora Investment Management Group
Arizona
$77K
M
53
MOTCO
Texas
$76.2K +$37.6K +7,000 +96%
DAS
54
Dynamic Advisor Solutions
Arizona
$66.8K +$67.2K +12,505 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$62.2K +$59 +11 +0.1%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$59.1K +$398 +74 +0.7%
TF
57
Trek Financial
Arizona
$59.1K
RFA
58
Rollins Financial Advisors
New York
$58.7K -$16.1K -3,000 -21%
OCM
59
One Capital Management
California
$56K +$1.54K +287 +3%
PI
60
PFG Investments
New York
$55.1K +$322 +60 +0.6%
EAM
61
Everstar Asset Management
North Carolina
$53.7K -$26.9K -5,000 -33%
FIA
62
Foundations Investment Advisors
Arizona
$53.4K +$53.8K +10,005 New
LCM
63
Liberty Capital Management
Michigan
$53.4K
MC
64
Moors & Cabot
Massachusetts
$53.4K +$53.7K +10,000 New
AIM
65
Anchor Investment Management
South Carolina
$26.7K
NA
66
NewEdge Advisors
Louisiana
$25.4K
FMII
67
Farmers & Merchants Investments Inc
Nebraska
$24.1K
IA
68
IFP Advisors
Florida
$14.2K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$13.3K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$13K +$10.7K +1,985 +411%
RMC
71
Resources Management Corp
Connecticut
$12K -$2.61K -486 -18%
PS
72
Principal Securities
Iowa
$9.84K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$5.88K +$1.88K +349 +46%
PBK
74
Peoples Bank (Kansas)
Kansas
$5.34K
BWAM
75
Boyd Watterson Asset Management
Ohio
$3.85K

GUT Hedge Fund Activity: Q1 2025 in Review

85 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2025, worth a combined $37.6M — down 4.8% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GUT positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $424K. The largest seller was Sit Investment Associates, cutting an estimated $5.26M.

  • 85 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $37.6M of Gabelli Utility Trust stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 10 funds opened new Gabelli Utility Trust positions in Q1 2025 and 8 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2025 was Cambridge Investment Research Advisors, an estimated $424K added.
  • The largest Gabelli Utility Trust seller in Q1 2025 was Sit Investment Associates, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2025.