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GUT

Gabelli Utility Trust
GUT

82 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $34.1M → $36.2M (+$2.12M)

0% more funds holding

Funds holding: 82 → 82 (0)

1.54% less ownership

Funds ownership: 9.85% → 8.32% (-1.5%)

Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Aristides Capital
Kentucky
+$839K
2
LPL Financial
LPL Financial
California
+$299K
3
CA
CoreCap Advisors
Michigan
+$200K
4
VAG
VisionPoint Advisory Group
Texas
+$125K
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$86.8K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$728K
2
AWS
Atria Wealth Solutions
New York
-$423K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$164K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$98.4K
5
PI
PFG Investments
New York
-$96.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$1.56K +$1.54K +271 New
AF
77
Allworth Financial
California
$1.2K – – –
US Bancorp
78
US Bancorp
Minnesota
$817 – – –
CWC
79
Carolinas Wealth Consulting
North Carolina
$746 – – –
SWA
80
SOA Wealth Advisors
New York
$710 – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$403 – – –
HNB
82
Huntington National Bank
Ohio
$12 – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$6 +$6 +1 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
– -$164K -30,374 Closed
PI
85
PFG Investments
New York
– -$96.4K -17,826 Closed
Baird Financial Group
86
Baird Financial Group
Wisconsin
– -$89.6K -16,567 Closed
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
– -$69.4K -12,824 Closed
VF
88
Virtu Financial
New York
– -$61K -11,209 Closed
LFG
89
Larson Financial Group
Missouri
– -$2.85K -527 Closed
NRG
90
Nemes Rush Group
Michigan
– -$961 -177 Closed
NS
91
NBC Securities
Alabama
– -$1K -154 Closed
1 2 3
4

GUT Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2024, worth a combined $36.2M — up 6.2% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GUT positions and 8 closed out — a net gain of 3 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Aristides Capital, opening a new position worth an estimated $839K. The largest seller was Osaic Holdings, cutting an estimated $728K.

  • 82 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $36.2M of Gabelli Utility Trust stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 11 funds opened new Gabelli Utility Trust positions in Q2 2024 and 8 closed out, a net change of +3 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2024 was Aristides Capital, an estimated $839K added.
  • The largest Gabelli Utility Trust seller in Q2 2024 was Osaic Holdings, an estimated $728K sold.

Based on aggregated 13F filings for Q2 2024.