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GUT

Gabelli Utility Trust
GUT

72 hedge funds and large institutions have $46.1M invested in Gabelli Utility Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1% more funds holding

Funds holding: 71 → 72 (+1)

0.52% less ownership

Funds ownership: 11.25% → 10.73% (-0.52%)

1% less capital invested

Capital invested by funds: $46.8M → $46.1M (-$657K)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$1.26M
2
Morgan Stanley
Morgan Stanley
New York
+$462K
3
MA
MAS Advisors
Florida
+$460K
4
FIA
Foundations Investment Advisors
Arizona
+$314K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$264K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$6.04M
2
UBS Group
UBS Group
Switzerland
-$194K
3
NA
NewEdge Advisors
Louisiana
-$173K
4
AWA
Arete Wealth Advisors
Illinois
-$139K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
– -$10K -1,486 Closed
SWM
77
Spire Wealth Management
Virginia
– -$5K -734 Closed
1 2 3
4

GUT Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2022, worth a combined $46.1M — down 1.4% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GUT positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.26M. The largest seller was Sit Investment Associates, cutting an estimated $6.04M.

  • 72 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2022, up from 71 in Q2 2022.
  • Funds reported $46.1M of Gabelli Utility Trust stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 8 funds opened new Gabelli Utility Trust positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2022 was Hilltop Holdings, an estimated $1.26M added.
  • The largest Gabelli Utility Trust seller in Q3 2022 was Sit Investment Associates, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2022.