GUT

Gabelli Utility Trust

34 hedge funds and large institutions have $9.55M invested in Gabelli Utility Trust in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
4
Increased
12
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.43M 514,342 +5,682 +1%
GI
2
GAMCO Investors
Connecticut
$1.95M 291,587
LPL Financial
3
LPL Financial
California
$711K 104,780 -77,181 -42%
Bank of America
4
Bank of America
North Carolina
$609K 91,290 +13,417 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$502K 75,139 +7,250 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$385K 57,639 -143 -0.2%
ICAS
7
Investors Capital Advisory Services
Massachusetts
$379K 56,769
IA
8
IFP Advisors
Florida
$272K 40,761 +39,735 +3,873%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$195K 29,230 +811 +3%
RJA
10
Raymond James & Associates
Florida
$157K 23,579 +2,547 +12%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$116K 17,499
Creative Planning
12
Creative Planning
Kansas
$114K 17,127 +76 +0.4%
GS
13
Girard Securities
California
$99K 14,745 +2,726 +23%
HWM
14
Highwater Wealth Management
Colorado
$92K 13,844 +13,844 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$87K 13,211 -2,734 -17%
MFS
16
MSI Financial Services
Massachusetts
$80K 12,025 +814 +7%
Stifel Financial
17
Stifel Financial
Missouri
$71K 10,670 +10,670 New
Wells Fargo
18
Wells Fargo
California
$52K 7,770 -6,002 -44%
WA
19
WFG Advisors
Texas
$52K 7,784 +114 +1%
GWM
20
Geneos Wealth Management
Colorado
$46K 6,920 +8 +0.1%
KLI
21
Kelman-Lazarov Inc
Tennessee
$23.8K 3,528 +81 +2%
UBS Group
22
UBS Group
Switzerland
$22K 3,349 -5,437 -62%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$21K 3,078
AG
24
Advisor Group
Arizona
$20K 3,085 +3,085 New
NFG
25
Next Financial Group
Texas
$19K 2,883