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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$421K
2 +$354K
3 +$332K
4
TC
TownSquare Capital
Utah
+$318K
5
IA
Integrity Alliance
Iowa
+$239K

Top Sellers

1 -$5.23M
2 -$323K
3 -$193K
4
AWS
Atria Wealth Solutions
New York
-$157K
5
HH
Hilltop Holdings
Texas
-$140K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Synovus Financial
Georgia
$80.5K
SIMG
52
Sonora Investment Management Group
Arizona
$77K
M
53
MOTCO
Texas
$76.2K
DAS
54
Dynamic Advisor Solutions
Arizona
$66.8K
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$62.2K
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$59.1K
TF
57
Trek Financial
Arizona
$59.1K
RFA
58
Rollins Financial Advisors
New York
$58.7K
OCM
59
One Capital Management
California
$56K
PI
60
PFG Investments
New York
$55.1K
EAM
61
Everstar Asset Management
North Carolina
$53.7K
FIA
62
Foundations Investment Advisors
Arizona
$53.4K
LCM
63
Liberty Capital Management
Michigan
$53.4K
MC
64
Moors & Cabot
Massachusetts
$53.4K
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
RMC
71
Resources Management Corp
Connecticut
$12K
PS
72
Principal Securities
Iowa
$9.84K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$5.88K
PBK
74
Peoples Bank (Kansas)
Kansas
$5.34K
BWAM
75
Boyd Watterson Asset Management
Ohio
$3.85K