Gabelli Utility Trust
GUT
38 hedge funds and large institutions have $12.1M invested in Gabelli Utility Trust in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
149% more capital inflows, than outflows
Capital inflows: $1.78M | Capital outflows: $714K
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
15% more funds holding
Funds holding: 33 → 38 (+5)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0.31% more ownership
Funds ownership: 4.4% → 4.71% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$518K |
| 2 |
Virtu KCG Holdings
New York
|
+$366K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$237K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$191K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Advisor Group
Morristown,
New Jersey
|
-$369K |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
-$189K |
| 3 |
Morgan Stanley
New York
|
-$65.5K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$30K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22K |
GUT Hedge Fund Activity: Q2 2015 in Review
38 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2015, worth a combined $12.1M — down 7.8% from $13.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GUT positions and 4 closed out — a net gain of 5 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $518K. The largest seller was Private Advisor Group, cutting an estimated $369K.
- 38 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2015, up from 33 in Q1 2015.
- Funds reported $12.1M of Gabelli Utility Trust stock for Q2 2015, down 7.8% quarter-over-quarter.
- 9 funds opened new Gabelli Utility Trust positions in Q2 2015 and 4 closed out, a net change of +5 holders.
- The largest Gabelli Utility Trust buyer in Q2 2015 was LPL Financial, an estimated $518K added.
- The largest Gabelli Utility Trust seller in Q2 2015 was Private Advisor Group, an estimated $369K sold.
Based on aggregated 13F filings for Q2 2015.