Gabelli Utility Trust
GUT
36 hedge funds and large institutions have $8.59M invested in Gabelli Utility Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.
336% more capital inflows, than outflows
Capital inflows: $1.66M | Capital outflows: $380K
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
9% more funds holding
Funds holding: 33 → 36 (+3)
0.51% more ownership
Funds ownership: 3.05% → 3.56% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$460K |
| 2 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
+$324K |
| 3 |
SG Americas Securities
New York
|
+$118K |
| 4 |
Morgan Stanley
New York
|
+$84.5K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$74.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$144K |
| 2 |
Virtu KCG Holdings
New York
|
-$129K |
| 3 |
Cetera Advisor Networks
El Segundo,
California
|
-$57K |
| 4 |
Regal Investment Advisors
Kentwood,
Michigan
|
-$18K |
| 5 |
Windsor Capital Management
Phoenix,
Arizona
|
-$8K |
GUT Hedge Fund Activity: Q4 2015 in Review
36 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2015, worth a combined $8.59M — up 20% from $7.18M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GUT positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $460K. The largest seller was Royal Bank of Canada, cutting an estimated $144K.
- 36 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2015, up from 33 in Q3 2015.
- Funds reported $8.59M of Gabelli Utility Trust stock for Q4 2015, up 20% quarter-over-quarter.
- 8 funds opened new Gabelli Utility Trust positions in Q4 2015 and 5 closed out, a net change of +3 holders.
- The largest Gabelli Utility Trust buyer in Q4 2015 was LPL Financial, an estimated $460K added.
- The largest Gabelli Utility Trust seller in Q4 2015 was Royal Bank of Canada, an estimated $144K sold.
Based on aggregated 13F filings for Q4 2015.