GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

37 hedge funds and large institutions have $11M invested in Gabelli Utility Trust in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.02M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$106K
3
AG
3
Advisor Group
Arizona
$148K
4
GWM
4
Geneos Wealth Management
Colorado
$85K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$510K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
LPL Financial
2
LPL Financial
California
$176K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
IA
5
IFP Advisors
Florida
$279K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.28M 603,390 -2,406 -0.4%
GI
2
GAMCO Investors
Connecticut
$2.01M 283,049 -1,149 -0.4%
Bank of America
3
Bank of America
North Carolina
$1.04M 146,203 -2,096 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.02M 143,692 +62,577 +77%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$510K 71,836 +7,553 +12%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$387K 54,451 +668 +1%
IA
7
IFP Advisors
Florida
$279K 39,226 -3,915 -9%
RJA
8
Raymond James & Associates
Florida
$230K 32,377 -3,571 -10%
LPL Financial
9
LPL Financial
California
$176K 24,857 -17,135 -41%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$168K 23,656 – –
AG
11
Advisor Group
Arizona
$148K 20,930 +8,200 +64%
FAAS
12
First Allied Advisory Services
California
$132K 18,650 – –
Wells Fargo
13
Wells Fargo
California
$117K 16,506 -1,796 -10%
CAG
14
Crestwood Advisors Group
Massachusetts
$106K 15,000 +15,000 New
MML Investors Services
15
MML Investors Services
Massachusetts
$85K 11,955 – –
GWM
16
Geneos Wealth Management
Colorado
$85K 12,038 +8,076 +204%
HWM
17
Highwater Wealth Management
Colorado
$79K 11,099 – –
FMTCOCP
18
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34.1K 4,800 – –
SPIA
19
Steward Partners Investment Advisory
New York
$26K 3,780 – –
MBT
20
Monroe Bank & Trust
Michigan
$21K 3,000 +3,000 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$20K 2,828 – –
US Bancorp
22
US Bancorp
Minnesota
$15K 2,138 -50 -2%
CA
23
Calton & Associates
Florida
$14K 2,000 +2,000 New
AF
24
Allworth Financial
California
$13K 1,873 – –
SWP
25
Stratos Wealth Partners
Ohio
$10K 1,400 +1,400 New
1
2