GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

37 hedge funds and large institutions have $9.92M invested in Gabelli Utility Trust in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$933K
2
Ameriprise
2
Ameriprise
Minnesota
$122K
3
FAAS
3
First Allied Advisory Services
California
$105K
4
RJA
4
Raymond James & Associates
Florida
$223K
5
WA
5
WFG Advisors
Texas
$238K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.33M
2
VKH
2
Virtu KCG Holdings
New York
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$20K
4
Wells Fargo
4
Wells Fargo
California
$51K
5
NFG
5
Next Financial Group
Texas
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.33M 494,574 -41,241 -8%
GI
2
GAMCO Investors
Connecticut
$1.92M 284,198 – –
Bank of America
3
Bank of America
North Carolina
$933K 138,447 +30,833 +29%
LPL Financial
4
LPL Financial
California
$692K 100,775 +4,077 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$479K 70,991 -1,921 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$415K 61,570 +1,754 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$314K 46,527 +1,200 +3%
IA
8
IFP Advisors
Florida
$273K 40,459 -1,339 -3%
WA
9
WFG Advisors
Texas
$238K 35,342 +8,991 +34%
Creative Planning
10
Creative Planning
Kansas
$230K 34,085 +1,207 +4%
RJA
11
Raymond James & Associates
Florida
$223K 33,021 +10,728 +48%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$160K 23,656 – –
Ameriprise
13
Ameriprise
Minnesota
$122K 18,051 +18,051 New
FAAS
14
First Allied Advisory Services
California
$105K 15,650 +15,650 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$99K 14,620 -368 -2%
HWM
16
Highwater Wealth Management
Colorado
$75K 11,099 -2,394 -18%
Wells Fargo
17
Wells Fargo
California
$51K 7,551 -3,431 -31%
FMTCOCP
18
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32.4K 4,800 +4,800 New
UBS Group
19
UBS Group
Switzerland
$29K 4,312 +3,812 +762%
SPIA
20
Steward Partners Investment Advisory
New York
$25K 3,780 – –
AG
21
Advisor Group
Arizona
$24K 3,526 +719 +26%
GWM
22
Geneos Wealth Management
Colorado
$22K 3,267 +7 +0.2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$20K 2,936 -4,623 -61%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$20K 3,000 – –
MBT
25
Monroe Bank & Trust
Michigan
$20K 3,000 +3,000 New
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