GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

37 hedge funds and large institutions have $9.17M invested in Gabelli Utility Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
37
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
4
Increased
9
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
WFG Advisors
Texas
$166K
2
VKH
2
Virtu KCG Holdings
New York
$84K
3
Bank of America
3
Bank of America
North Carolina
$678K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$286K
5
Wells Fargo
5
Wells Fargo
California
$69K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
GS
2
Girard Securities
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.38M
4
UBS Group
4
UBS Group
Switzerland
$3K
5
LPL Financial
5
LPL Financial
California
$612K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.38M 535,815 -8,573 -2%
GI
2
GAMCO Investors
Connecticut
$1.79M 284,198 – –
Bank of America
3
Bank of America
North Carolina
$678K 107,614 +12,973 +14%
LPL Financial
4
LPL Financial
California
$612K 96,698 -8,186 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$459K 72,912 -978 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$377K 59,816 +3,828 +7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$286K 45,327 +4,800 +12%
IA
8
IFP Advisors
Florida
$263K 41,798 -3,475 -8%
Creative Planning
9
Creative Planning
Kansas
$207K 32,878 +864 +3%
WA
10
WFG Advisors
Texas
$166K 26,351 +18,656 +242%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$150K 23,656 – –
RJA
12
Raymond James & Associates
Florida
$140K 22,293 +157 +0.7%
MFS
13
MSI Financial Services
Massachusetts
$126K 20,005 -2,658 -12%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$94K 14,988 -1,368 -8%
HWM
15
Highwater Wealth Management
Colorado
$85K 13,493 – –
VKH
16
Virtu KCG Holdings
New York
$84K 13,295 +13,295 New
Wells Fargo
17
Wells Fargo
California
$69K 10,982 +4,112 +60%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$48K 7,559 -229 -3%
SPIA
19
Steward Partners Investment Advisory
New York
$23K 3,780 +3,780 New
GWM
20
Geneos Wealth Management
Colorado
$20K 3,260 +8 +0.2%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$19K 3,000 – –
NFG
22
Next Financial Group
Texas
$18K 2,923 – –
CFA
23
Carroll Financial Associates
North Carolina
$17K 2,700 – –
AG
24
Advisor Group
Arizona
$17K 2,807 +450 +19%
AF
25
Allworth Financial
California
$12K 1,873 -805 -30%
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