GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

37 hedge funds and large institutions have $14.1M invested in Gabelli Utility Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.07M
2
AWA
2
AmeriServ Wealth Advisors
Pennsylvania
$199K
3
UBS Group
3
UBS Group
Switzerland
$189K
4
PAG
4
Private Advisor Group
New Jersey
$433K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$380K

Top Sellers

1
CL
1
CSS LLC
Illinois
$0
2
VKH
2
Virtu KCG Holdings
New York
$249K
3
Bank of America
3
Bank of America
North Carolina
$85K
4
GC
4
Guggenheim Capital
Illinois
$331K
5
Wells Fargo
5
Wells Fargo
California
$39K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.07M 692,967 +114,167 +20%
Morgan Stanley
2
Morgan Stanley
New York
$3.54M 483,781 +251 +0.1%
GI
3
GAMCO Investors
Connecticut
$2.08M 284,198 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$871K 119,038 +9,097 +8%
PAG
5
Private Advisor Group
New Jersey
$433K 59,123 +19,616 +50%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$380K 51,872 +11,017 +27%
GC
7
Guggenheim Capital
Illinois
$331K 45,256 -3,223 -7%
VKH
8
Virtu KCG Holdings
New York
$249K 33,956 -26,363 -44%
AWA
9
AmeriServ Wealth Advisors
Pennsylvania
$199K 27,211 +27,211 New
UBS Group
10
UBS Group
Switzerland
$189K 25,828 +25,828 New
IH
11
IFC Holdings
Florida
$150K 20,300 +7,600 +60%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$124K 17,056 – –
Bank of America
13
Bank of America
North Carolina
$85K 11,639 -4,737 -29%
NPC
14
National Planning Corporation
California
$42.3K 5,783 +5,783 New
Wells Fargo
15
Wells Fargo
California
$39K 5,451 -1,600 -23%
WEC
16
Winslow Evans & Crocker
Massachusetts
$38.3K 5,230 – –
WA
17
WFG Advisors
Texas
$29K 3,952 +85 +2%
MFS
18
MSI Financial Services
Massachusetts
$26K 3,570 -800 -18%
RIA
19
Regal Investment Advisors
Michigan
$25K 3,400 – –
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$22K 3,000 – –
NFG
21
Next Financial Group
Texas
$21K 2,810 -113 -4%
CFA
22
Carroll Financial Associates
North Carolina
$20K 2,700 +2,700 New
WF
23
WealthTrust Fairport
Ohio
$17K 2,373 +2,373 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$16K 2,140 +1,000 +88%
AIG
25
American International Group
New York
$15.6K 2,133 +1,126 +112%
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