GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

73 hedge funds and large institutions have $49.3M invested in Gabelli Utility Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$2.67M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.99M
3
AWS
3
Atria Wealth Solutions
New York
$591K
4
Creative Planning
4
Creative Planning
Kansas
$360K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$741K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.99M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.86M
4
UBS Group
4
UBS Group
Switzerland
$458K
5
LPL Financial
5
LPL Financial
California
$8.57M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
– – -16,398 Closed
DC
77
Davenport & Co
Virginia
– – -14,800 Closed
HR
78
Howe & Rusling
New York
– – -2,982 Closed
EC
79
EdgeRock Capital
Colorado
– – -338 Closed
Fidelity Investments
80
Fidelity Investments
Massachusetts
– – -308 Closed
HI
81
Harbour Investments
Wisconsin
– – -124 Closed
CFGS
82
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4