Gabelli Utility Trust
GUT
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.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
0.25% less ownership
Funds ownership: 4.76% → 4.51% (-0.25%)
7% less capital invested
Capital invested by funds: $14.2M → $13.1M (-$1.06M)
11% less funds holding
Funds holding: 37 → 33 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$47.3K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$25K |
| 3 |
Morgan Stanley
New York
|
+$20.1K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$15.2K |
| 5 |
IH
IFC Holdings
Tampa,
Florida
|
+$15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$436K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$249K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$47.6K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$42.3K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$40.4K |
GUT Hedge Fund Activity: Q1 2015 in Review
33 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2015, worth a combined $13.1M — down 7.5% from $14.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of GUT and 1 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 11 added.
The largest buyer was Private Advisor Group, adding an estimated $47.3K. The largest seller was LPL Financial, cutting an estimated $436K.
- 33 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2015, down from 37 in Q4 2014.
- Funds reported $13.1M of Gabelli Utility Trust stock for Q1 2015, down 7.5% quarter-over-quarter.
- 1 fund opened new Gabelli Utility Trust positions in Q1 2015 and 5 closed out, a net change of -4 holders.
- The largest Gabelli Utility Trust buyer in Q1 2015 was Private Advisor Group, an estimated $47.3K added.
- The largest Gabelli Utility Trust seller in Q1 2015 was LPL Financial, an estimated $436K sold.
Based on aggregated 13F filings for Q1 2015.