Gabelli Utility Trust
GUT
71 hedge funds and large institutions have $46.8M invested in Gabelli Utility Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 11 closing their positions.
256% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 9
34% more capital invested
Capital invested by funds: $34.8M → $46.8M (+$12M)
3.42% more ownership
Funds ownership: 7.82% → 11.25% (+3.4%)
3% less funds holding
Funds holding: 73 → 71 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
Top Sellers
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$228K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$132K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$106K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$95K |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| – | -$3.05K | -445 | -87% |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -313 | Closed |
|
|
SL
78
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$1K | -205 | Closed |
|
GUT Hedge Fund Activity: Q2 2022 in Review
71 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2022, worth a combined $46.8M — up 34% from $34.8M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of GUT and 9 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 32 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $9.28M. The largest seller was Kestra Advisory Services, cutting an estimated $228K.
- 71 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2022, down from 73 in Q1 2022.
- Funds reported $46.8M of Gabelli Utility Trust stock for Q2 2022, up 34% quarter-over-quarter.
- 9 funds opened new Gabelli Utility Trust positions in Q2 2022 and 11 closed out, a net change of -2 holders.
- The largest Gabelli Utility Trust buyer in Q2 2022 was Sit Investment Associates, an estimated $9.28M added.
- The largest Gabelli Utility Trust seller in Q2 2022 was Kestra Advisory Services, an estimated $228K sold.
Based on aggregated 13F filings for Q2 2022.