GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

83 hedge funds and large institutions have $39.4M invested in Gabelli Utility Trust in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-9
Holders Change %
-9.78%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
21
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$7.49M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.84M
3
SPIA
Steward Partners Investment Advisory
New York
$440K
4
Nomura Holdings
Nomura Holdings
Japan
$323K
5
GI
GAMCO Investors
Connecticut
$1.67M

Top Sellers

1
AGM
Alpine Global Management
New York
$0
2
BFM
Boothbay Fund Management
New York
$0
3
IAIM
International Assets Investment Management
Florida
$507K
4
Morgan Stanley
Morgan Stanley
New York
$3.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
76
Community Bank
New York
$1.66K – – –
AF
77
Allworth Financial
California
$1.09K – – –
LDB
78
Lee, Danner & Bass
Tennessee
$1.01K +$1.01K +200 New
US Bancorp
79
US Bancorp
Minnesota
$694 – – –
MCM
80
MAI Capital Management
Ohio
$669 +$669 +133 New
CWC
81
Carolinas Wealth Consulting
North Carolina
$634 – – –
SWA
82
SOA Wealth Advisors
New York
$604 – – –
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$342 – – –
HNB
84
Huntington National Bank
Ohio
$10 -$10 – –
Wells Fargo
85
Wells Fargo
California
$1 -$3.7K -711 Closed
AGM
86
Alpine Global Management
New York
– -$2.27M -436,411 Closed
BFM
87
Boothbay Fund Management
New York
– -$2.21M -425,685 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
– -$311K -59,785 Closed
IWP
89
Innova Wealth Partners
Pennsylvania
– -$286K -54,999 Closed
BCM
90
Brookstone Capital Management
Illinois
– -$154K -29,667 Closed
KWA
91
Kellett Wealth Advisors
Ohio
– -$89K -17,108 Closed
WAM
92
Weiss Asset Management
Massachusetts
– -$84.2K -16,188 Closed
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
– -$77.5K -14,910 Closed
PFA
94
Pure Financial Advisors
California
– -$77.5K -14,909 Closed
KPWS
95
Kestra Private Wealth Services
Texas
– -$75.3K -14,488 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– -$63.6K -12,230 Closed
BWM
97
BNC Wealth Management
Oregon
– -$62.6K -12,046 Closed
RFA
98
Register Financial Advisors
Georgia
– -$27.6K -5,299 Closed
QL
99
Quarry LP
New York
– -$22.5K -4,333 Closed
AssetMark Inc
100
AssetMark Inc
California
– -$5.2K -1,000 Closed
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