GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

36 hedge funds and large institutions have $10M invested in Gabelli Utility Trust in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$276K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$193K
4
Creative Planning
4
Creative Planning
Kansas
$218K
5
MFS
5
MSI Financial Services
Massachusetts
$154K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$111K
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$53K
4
GWM
4
Geneos Wealth Management
Colorado
$22K
5
RJA
5
Raymond James & Associates
Florida
$151K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.7M 544,388 +43,080 +9%
GI
2
GAMCO Investors
Connecticut
$1.93M 284,198 – –
LPL Financial
3
LPL Financial
California
$707K 104,884 +2,759 +3%
Bank of America
4
Bank of America
North Carolina
$644K 94,641 +5,664 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$503K 73,890 +655 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$381K 55,988 -190 -0.3%
IA
7
IFP Advisors
Florida
$308K 45,273 +5,545 +14%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$276K 40,527 +40,527 New
Creative Planning
9
Creative Planning
Kansas
$218K 32,014 +15,321 +92%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$193K 28,363 +28,363 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$160K 23,656 +6,600 +39%
MFS
12
MSI Financial Services
Massachusetts
$154K 22,663 +10,943 +93%
RJA
13
Raymond James & Associates
Florida
$151K 22,136 -845 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$111K 16,356 -12,133 -43%
GS
15
Girard Securities
California
$105K 15,377 +1,006 +7%
HWM
16
Highwater Wealth Management
Colorado
$92K 13,493 – –
UBS Group
17
UBS Group
Switzerland
$63K 9,315 +6,051 +185%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$53K 7,788 -5,088 -40%
WA
19
WFG Advisors
Texas
$52K 7,695 +108 +1%
Wells Fargo
20
Wells Fargo
California
$47K 6,870 -703 -9%
KLI
21
Kelman-Lazarov Inc
Tennessee
$23.3K 3,464 +25 +0.7%
GWM
22
Geneos Wealth Management
Colorado
$22K 3,252 -3,493 -52%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$20K 3,000 – –
NFG
24
Next Financial Group
Texas
$20K 2,923 +113 +4%
CFA
25
Carroll Financial Associates
North Carolina
$18K 2,700 – –
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