GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

39 hedge funds and large institutions have $10.3M invested in Gabelli Utility Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.02M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$225K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$116K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$83K
5
Wells Fargo
5
Wells Fargo
California
$104K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$293K
2
Creative Planning
2
Creative Planning
Kansas
$18K
3
WA
3
WFG Advisors
Texas
$81K
4
Bank of America
4
Bank of America
North Carolina
$931K
5
Ameriprise
5
Ameriprise
Minnesota
$91K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.02M 576,491 +81,917 +17%
GI
2
GAMCO Investors
Connecticut
$1.98M 284,198 – –
Bank of America
3
Bank of America
North Carolina
$931K 133,396 -5,051 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$475K 67,974 -3,017 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$419K 60,066 -1,504 -2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$328K 47,027 +500 +1%
LPL Financial
7
LPL Financial
California
$293K 42,042 -58,733 -58%
IA
8
IFP Advisors
Florida
$265K 37,937 -2,522 -6%
RJA
9
Raymond James & Associates
Florida
$253K 36,212 +3,191 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$225K 32,238 +17,618 +121%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$166K 23,656 – –
FAAS
12
First Allied Advisory Services
California
$130K 18,650 +3,000 +19%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$116K 16,630 +16,630 New
Wells Fargo
14
Wells Fargo
California
$104K 14,802 +7,251 +96%
Ameriprise
15
Ameriprise
Minnesota
$91K 13,058 -4,993 -28%
MML Investors Services
16
MML Investors Services
Massachusetts
$83K 11,825 +11,825 New
WA
17
WFG Advisors
Texas
$81K 11,544 -23,798 -67%
HWM
18
Highwater Wealth Management
Colorado
$77K 11,099 – –
FMTCOCP
19
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33.5K 4,800 – –
AG
20
Advisor Group
Arizona
$33K 4,730 +1,204 +34%
SEI Investments
21
SEI Investments
Pennsylvania
$33K 4,695 +4,695 New
SPIA
22
Steward Partners Investment Advisory
New York
$26K 3,780 – –
GWM
23
Geneos Wealth Management
Colorado
$22K 3,275 +8 +0.2%
MBT
24
Monroe Bank & Trust
Michigan
$21K 3,000 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$20K 2,828 -108 -4%
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