GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

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.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.38M
2
VKH
2
Virtu KCG Holdings
New York
$314K
3
Bank of America
3
Bank of America
North Carolina
$234K
4
TC
4
TFS Capital
Pennsylvania
$164K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$118K

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$79K
2
GC
2
Guggenheim Capital
Illinois
$77K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.87M
4
Creative Planning
4
Creative Planning
Kansas
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$700K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.38M 706,517 +73,818 +12%
Morgan Stanley
2
Morgan Stanley
New York
$2.87M 477,221 -9,338 -2%
GI
3
GAMCO Investors
Connecticut
$1.71M 284,198 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$700K 116,356 -3,138 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$402K 66,701 +11,368 +21%
VKH
6
Virtu KCG Holdings
New York
$314K 52,223 +52,223 New
Bank of America
7
Bank of America
North Carolina
$234K 38,907 +33,850 +669%
UBS Group
8
UBS Group
Switzerland
$177K 29,363 +2,355 +9%
AWA
9
AmeriServ Wealth Advisors
Pennsylvania
$164K 27,211 – –
TC
10
TFS Capital
Pennsylvania
$164K 27,263 +27,263 New
IH
11
IFC Holdings
Florida
$138K 22,370 – –
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$118K 19,523 +19,523 New
Wells Fargo
13
Wells Fargo
California
$110K 18,379 +12,571 +216%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$102K 17,056 – –
PAG
15
Private Advisor Group
New Jersey
$79K 13,112 -52,549 -80%
GC
16
Guggenheim Capital
Illinois
$77K 12,788 -26,883 -68%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$66K 11,003 +11,003 New
BRWA
18
B. Riley Wealth Advisors
Florida
$62K 10,259 -887 -8%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$49K 8,025 +6,238 +349%
WA
20
WFG Advisors
Texas
$25K 4,131 +92 +2%
RIA
21
Regal Investment Advisors
Michigan
$20K 3,400 – –
WEC
22
Winslow Evans & Crocker
Massachusetts
$19.2K 3,190 -600 -16%
AIG
23
American International Group
New York
$18.1K 3,007 – –
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$18K 3,000 – –
CFA
25
Carroll Financial Associates
North Carolina
$16K 2,700 – –
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