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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.72M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.2M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$454K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$333K |
| 5 |
GI
GAMCO Investors
Greenwich,
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
Orlando,
Florida
|
-$2.16M |
| 4 |
Morgan Stanley
New York
|
-$496K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$320K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
AssetMark Inc
Concord,
California
| – | -$5.2K | -1,000 | Closed |
|
|
NRG
102
Nemes Rush Group
Novi,
Michigan
| – | -$960 | -173 | Closed |
|
|
MPWT
103
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$504 | -97 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | -$5 | -1 | Closed |
|
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.