GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

35 hedge funds and large institutions have $9.14M invested in Gabelli Utility Trust in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$292K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171K
3
RJA
3
Raymond James & Associates
Florida
$127K
4
GS
4
Girard Securities
California
$71K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.06M

Top Sellers

1
IA
1
IFP Advisors
Florida
$7K
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$409K
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
AWM
5
Arbor Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.06M 495,770 +10,547 +2%
GI
2
GAMCO Investors
Connecticut
$1.76M 284,198 – –
LPL Financial
3
LPL Financial
California
$1.08M 177,350 +1,754 +1%
Bank of America
4
Bank of America
North Carolina
$469K 75,900 -2,592 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$409K 66,169 -21,043 -24%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$348K 56,318 -7,560 -12%
ICAS
7
Investors Capital Advisory Services
Massachusetts
$341K 55,330 – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$292K 47,267 +47,267 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$171K 27,699 +27,699 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$159K 25,773 +1,050 +4%
SBIA
11
Sheaff Brock Investment Advisors
Indiana
$127K 20,502 -500 -2%
RJA
12
Raymond James & Associates
Florida
$127K 20,499 +20,499 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$106K 17,056 – –
Creative Planning
14
Creative Planning
Kansas
$103K 16,619 +7,565 +84%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$94K 15,541 +4,561 +42%
Wells Fargo
16
Wells Fargo
California
$83K 13,423 +17 +0.1%
GS
17
Girard Securities
California
$71K 11,714 +11,714 New
MFS
18
MSI Financial Services
Massachusetts
$68K 10,927 +228 +2%
UBS Group
19
UBS Group
Switzerland
$53K 8,563 -7,770 -48%
WA
20
WFG Advisors
Texas
$46K 7,476 +119 +2%
GWM
21
Geneos Wealth Management
Colorado
$41K 6,737 +6,737 New
KLI
22
Kelman-Lazarov Inc
Tennessee
$21K 3,360 +3,360 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$19K 3,000 – –
AIG
24
American International Group
New York
$18K 3,007 – –
NFG
25
Next Financial Group
Texas
$17K 2,810 – –
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