Gabelli Utility Trust
GUT
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 8 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
7% more capital invested
Capital invested by funds: $46.1M → $49.3M (+$3.23M)
1% more funds holding
Funds holding: 72 → 73 (+1)
0.15% less ownership
Funds ownership: 10.73% → 10.57% (-0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.47M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$509K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$353K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$236K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.59M |
| 2 |
Morgan Stanley
New York
|
-$405K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$254K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$163K |
| 5 |
LPL Financial
San Diego,
California
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
HighTower Advisors
Chicago,
Illinois
| – | -$111K | -16,824 | Closed |
|
|
DC
77
Davenport & Co
Richmond,
Virginia
| – | -$102K | -15,185 | Closed |
|
|
RIG
78
Ramiah Investment Group
Brookfield,
Wisconsin
| – | -$77.8K | -11,575 | Closed |
|
|
HR
79
Howe & Rusling
Rochester,
New York
| – | -$21K | -3,060 | Closed |
|
|
EC
80
EdgeRock Capital
Denver,
Colorado
| – | -$2K | -347 | Closed |
|
81
Fidelity Investments
Boston,
Massachusetts
| – | -$2K | -316 | Closed |
|
|
HI
82
Harbour Investments
Madison,
Wisconsin
| – | -$1K | -127 | Closed |
|
GUT Hedge Fund Activity: Q4 2022 in Review
73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2022, worth a combined $49.3M — up 7% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GUT positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $1.47M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.59M sold.
- 73 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2022, up from 72 in Q3 2022.
- Funds reported $49.3M of Gabelli Utility Trust stock for Q4 2022, up 7% quarter-over-quarter.
- 10 funds opened new Gabelli Utility Trust positions in Q4 2022 and 8 closed out, a net change of +2 holders.
- The largest Gabelli Utility Trust buyer in Q4 2022 was International Assets Investment Management, an estimated $1.47M added.
- The largest Gabelli Utility Trust seller in Q4 2022 was Sit Investment Associates, an estimated $3.59M sold.
Based on aggregated 13F filings for Q4 2022.