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GUT

Gabelli Utility Trust
GUT

86 hedge funds and large institutions have $33M invested in Gabelli Utility Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

6% more funds holding

Funds holding: 81 → 86 (+5)

0.21% more ownership

Funds ownership: 9.75% → 9.96% (+0.21%)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

20% less capital invested

Capital invested by funds: $41.2M → $33M (-$8.2M)

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RTC
Riverview Trust Company
Washington
+$346K
2
Bank of America
Bank of America
North Carolina
+$279K
3
Osaic Holdings
Osaic Holdings
Arizona
+$233K
4
VF
Virtu Financial
New York
+$230K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$212K

Top Sellers

Rank Fund Capital Flow
1
KWA
Kellett Wealth Advisors
Ohio
-$215K
2
IAIM
International Assets Investment Management
Florida
-$208K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$167K
4
EWM
Empirical Wealth Management
Washington
-$93K
5
RJA
Raymond James & Associates
Florida
-$80.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$4.78K +$5.49K +830 +874%
BWAM
77
Boyd Watterson Asset Management
Ohio
$3.82K – – –
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$3.66K – – –
LFG
79
Larson Financial Group
Missouri
$2.65K – – –
AWM
80
Avior Wealth Management
Nebraska
$2.54K – – –
CB
81
Community Bank
New York
$1.75K – – –
NRG
82
Nemes Rush Group
Michigan
$917 – – –
CWC
83
Carolinas Wealth Consulting
North Carolina
$733 – – –
US Bancorp
84
US Bancorp
Minnesota
$731 – – –
SWA
85
SOA Wealth Advisors
New York
$636 – – –
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$360 – – –
HNB
87
Huntington National Bank
Ohio
$197 – – –
KWA
88
Kellett Wealth Advisors
Ohio
– -$215K -32,537 Closed
EWM
89
Empirical Wealth Management
Washington
– -$93K -14,077 Closed
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
– -$76.8K -11,622 Closed
SF
91
Safeguard Financial
Wisconsin
– -$38K -5,861 Closed
SS
92
Sunbelt Securities
Texas
– -$30.3K -4,580 Closed
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
– -$26K -3,899 Closed
CWA
94
Clearview Wealth Advisors
Oregon
– -$9.65K -1,460 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
– -$7 -1 Closed
1 2 3
4

GUT Hedge Fund Activity: Q3 2023 in Review

86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2023, worth a combined $33M — down 20% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GUT positions and 8 closed out — a net gain of 5 holders — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Riverview Trust Company, opening a new position worth an estimated $346K. The largest seller was Kellett Wealth Advisors, exiting entirely with an estimated $215K sold.

  • 86 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2023, up from 81 in Q2 2023.
  • Funds reported $33M of Gabelli Utility Trust stock for Q3 2023, down 20% quarter-over-quarter.
  • 13 funds opened new Gabelli Utility Trust positions in Q3 2023 and 8 closed out, a net change of +5 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2023 was Riverview Trust Company, an estimated $346K added.
  • The largest Gabelli Utility Trust seller in Q3 2023 was Kellett Wealth Advisors, an estimated $215K sold.

Based on aggregated 13F filings for Q3 2023.