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GUT

Gabelli Utility Trust
GUT

84 hedge funds and large institutions have $39.5M invested in Gabelli Utility Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $36.7M → $39.5M (+$2.78M)

0.38% more ownership

Funds ownership: 9.95% → 10.33% (+0.38%)

9% less funds holding

Funds holding: 92 → 84 (-8)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
84
Holders Change
-8
Holders Change %
-8.7%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
21
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.72M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.2M
3
SPIA
Steward Partners Investment Advisory
New York
+$454K
4
Nomura Holdings
Nomura Holdings
Japan
+$333K
5
GI
GAMCO Investors
Connecticut
+$286K

Top Sellers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
-$2.27M
2
BFM
Boothbay Fund Management
New York
-$2.21M
3
IAIM
International Assets Investment Management
Florida
-$2.16M
4
Morgan Stanley
Morgan Stanley
New York
-$496K
5
WAM
Wolverine Asset Management
Illinois
-$320K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$1.73K +$415 +80 +30%
CB
77
Community Bank
New York
$1.66K – – –
AF
78
Allworth Financial
California
$1.09K – – –
LDB
79
Lee, Danner & Bass
Tennessee
$1.01K +$1.04K +200 New
US Bancorp
80
US Bancorp
Minnesota
$694 – – –
MCM
81
MAI Capital Management
Ohio
$669 +$690 +133 New
CWC
82
Carolinas Wealth Consulting
North Carolina
$634 – – –
SWA
83
SOA Wealth Advisors
New York
$604 – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$342 – – –
HNB
85
Huntington National Bank
Ohio
$10 – – –
Wells Fargo
86
Wells Fargo
California
$1 -$3.69K -711 Closed
AGM
87
Alpine Global Management
New York
– -$2.27M -436,411 Closed
BFM
88
Boothbay Fund Management
New York
– -$2.21M -425,685 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– -$311K -59,785 Closed
IWP
90
Innova Wealth Partners
Pennsylvania
– -$286K -54,999 Closed
BCM
91
Brookstone Capital Management
Illinois
– -$154K -29,667 Closed
KWA
92
Kellett Wealth Advisors
Ohio
– -$89K -17,108 Closed
WAM
93
Weiss Asset Management
Massachusetts
– -$84.2K -16,188 Closed
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
– -$77.5K -14,910 Closed
PFA
95
Pure Financial Advisors
California
– -$77.5K -14,909 Closed
KPWS
96
Kestra Private Wealth Services
Texas
– -$75.3K -14,488 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$63.6K -12,230 Closed
BWM
98
BNC Wealth Management
Oregon
– -$62.6K -12,046 Closed
RFA
99
Register Financial Advisors
Georgia
– -$27.6K -5,299 Closed
QL
100
Quarry LP
New York
– -$22.5K -4,333 Closed
1 2 3
4
5

GUT Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2024, worth a combined $39.5M — up 7.6% from $36.7M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GUT and 14 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $7.72M. The largest seller was Alpine Global Management, exiting entirely with an estimated $2.27M sold.

  • 84 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2024, down from 92 in Q3 2024.
  • Funds reported $39.5M of Gabelli Utility Trust stock for Q4 2024, up 7.6% quarter-over-quarter.
  • 14 funds opened new Gabelli Utility Trust positions in Q4 2024 and 19 closed out, a net change of -5 holders.
  • The largest Gabelli Utility Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $7.72M added.
  • The largest Gabelli Utility Trust seller in Q4 2024 was Alpine Global Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2024.