Gabelli Utility Trust
GUT
37 hedge funds and large institutions have $14.2M 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.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
188% more capital inflows, than outflows
Capital inflows: $1.66M | Capital outflows: $576K
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
12% more funds holding
Funds holding: 33 → 37 (+4)
0.29% more ownership
Funds ownership: 4.35% → 4.64% (+0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$823K |
| 2 |
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
+$196K |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
+$141K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$79.4K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$65.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$290K |
| 2 |
Virtu KCG Holdings
New York
|
-$190K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$34.1K |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
-$23.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.5K |
GUT Hedge Fund Activity: Q4 2014 in Review
37 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2014, worth a combined $14.2M — up 9.4% from $13M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GUT positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $823K. The largest seller was CSS LLC, exiting entirely with an estimated $290K sold.
- 37 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2014, up from 33 in Q3 2014.
- Funds reported $14.2M of Gabelli Utility Trust stock for Q4 2014, up 9.4% quarter-over-quarter.
- 7 funds opened new Gabelli Utility Trust positions in Q4 2014 and 2 closed out, a net change of +5 holders.
- The largest Gabelli Utility Trust buyer in Q4 2014 was LPL Financial, an estimated $823K added.
- The largest Gabelli Utility Trust seller in Q4 2014 was CSS LLC, an estimated $290K sold.
Based on aggregated 13F filings for Q4 2014.