We are live on ! Find out more
GUT

Gabelli Utility Trust

92 hedge funds and large institutions have $36.7M invested in Gabelli Utility Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 58 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

12% more funds holding

Funds holding: 8292 (+10)

1.64% more ownership

Funds ownership: 8.32%9.95% (+1.6%)

2% more capital invested

Capital invested by funds: $36.2M → $36.7M (+$555K)

71% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 58

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
17
Reduced
58
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$9.87K +$17 +3 +0.2%
MRCM
77
M&R Capital Management
New Jersey
$9.51K -$12 -2 -0.1%
PBK
78
Peoples Bank (Kansas)
Kansas
$5.2K -$3.11K -539 -35%
AssetMark Inc
79
AssetMark Inc
California
$5.2K +$5.78K +1,000 New
BWAM
80
Boyd Watterson Asset Management
Ohio
$3.74K -$110 -19 -3%
Wells Fargo
81
Wells Fargo
California
$3.7K -$52.8K -9,137 -93%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$3K -$7.3K -1,264 -72%
CB
83
Community Bank
New York
$1.72K -$52 -9 -3%
HI
84
Harbour Investments
Wisconsin
$1.37K -$40 -7 -3%
AF
85
Allworth Financial
California
$1.04K -$29 -5 -2%
NRG
86
Nemes Rush Group
Michigan
$960 +$1K +173 New
US Bancorp
87
US Bancorp
Minnesota
$718 -$23 -4 -3%
CWC
88
Carolinas Wealth Consulting
North Carolina
$656 -$17 -3 -2%
SWA
89
SOA Wealth Advisors
New York
$624 -$17 -3 -2%
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$504 +$560 +97 New
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$354 -$12 -2 -3%
HNB
92
Huntington National Bank
Ohio
$10
Fidelity Investments
93
Fidelity Investments
Massachusetts
$5
AC
94
Aristides Capital
Kentucky
-$853K -147,829 Closed
HF
95
HRT Financial
New York
-$77K -13,489 Closed
WS
96
Wedbush Securities
California
-$75K -12,953 Closed
Fisher Asset Management
97
Fisher Asset Management
Washington
-$60.7K -10,528 Closed
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
-$2.18K -379 Closed
EC
99
EdgeRock Capital
Colorado
-$1.9K -329 Closed

GUT Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2024, worth a combined $36.7M — up 1.5% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GUT positions and 6 closed out — a net gain of 10 holders — while 17 added to existing stakes and 58 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $2.52M. The largest seller was Aristides Capital, exiting entirely with an estimated $853K sold.

  • 92 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $36.7M of Gabelli Utility Trust stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 16 funds opened new Gabelli Utility Trust positions in Q3 2024 and 6 closed out, a net change of +10 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2024 was Alpine Global Management, an estimated $2.52M added.
  • The largest Gabelli Utility Trust seller in Q3 2024 was Aristides Capital, an estimated $853K sold.

Based on aggregated 13F filings for Q3 2024.