GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

33 hedge funds and large institutions have $13.1M invested in Gabelli Utility Trust in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$468K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$394K
3
Morgan Stanley
3
Morgan Stanley
New York
$3.46M
4
Creative Planning
4
Creative Planning
Kansas
$30K
5
IH
5
IFC Holdings
Florida
$160K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.54M
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$36K
4
NPC
4
National Planning Corporation
California
$0
5
GC
5
Guggenheim Capital
Illinois
$282K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.54M 632,699 -60,268 -9%
Morgan Stanley
2
Morgan Stanley
New York
$3.46M 486,559 +2,778 +0.6%
GI
3
GAMCO Investors
Connecticut
$2.02M 284,198 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$851K 119,494 +456 +0.4%
PAG
5
Private Advisor Group
New Jersey
$468K 65,661 +6,538 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$394K 55,333 +3,461 +7%
GC
7
Guggenheim Capital
Illinois
$282K 39,671 -5,585 -12%
AWA
8
AmeriServ Wealth Advisors
Pennsylvania
$194K 27,211 – –
UBS Group
9
UBS Group
Switzerland
$192K 27,008 +1,180 +5%
IH
10
IFC Holdings
Florida
$160K 22,370 +2,070 +10%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$122K 17,056 – –
BRWA
12
B. Riley Wealth Advisors
Florida
$79K 11,146 +120 +1%
Wells Fargo
13
Wells Fargo
California
$41K 5,808 +357 +7%
Bank of America
14
Bank of America
North Carolina
$36K 5,057 -6,582 -57%
Creative Planning
15
Creative Planning
Kansas
$30K 4,172 +2,100 +101%
WA
16
WFG Advisors
Texas
$29K 4,039 +87 +2%
WEC
17
Winslow Evans & Crocker
Massachusetts
$27K 3,790 -1,440 -28%
RIA
18
Regal Investment Advisors
Michigan
$24K 3,400 – –
MFS
19
MSI Financial Services
Massachusetts
$23K 3,170 -400 -11%
AIG
20
American International Group
New York
$21.4K 3,007 +874 +41%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$21K 3,000 – –
NFG
22
Next Financial Group
Texas
$20K 2,810 – –
CFA
23
Carroll Financial Associates
North Carolina
$19K 2,700 – –
PFSC
24
Peoples Financial Services Corp
Pennsylvania
$14K 2,000 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$13K 1,787 -353 -16%
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