GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

50 hedge funds and large institutions have $13.5M invested in Gabelli Utility Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+13
Holders Change %
+35.14%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$1.15M
2
CS
2
Credit Suisse
Switzerland
$1M
3
YCM
3
Yakira Capital Management
Connecticut
$600K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$208K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$786K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$851K
3
GWM
3
Geneos Wealth Management
Colorado
$54K
4
CA
4
Calton & Associates
Florida
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.08M 654,064 +50,674 +8%
GI
2
GAMCO Investors
Connecticut
$1.76M 283,049 – –
RCM
3
Rivernorth Capital Management
Florida
$1.15M 184,979 +184,979 New
CS
4
Credit Suisse
Switzerland
$1M 160,650 +160,650 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$851K 136,652 -7,040 -5%
Bank of America
6
Bank of America
North Carolina
$786K 126,101 -20,102 -14%
YCM
7
Yakira Capital Management
Connecticut
$600K 96,300 +96,300 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$442K 71,000 -836 -1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$344K 55,227 +776 +1%
IA
10
IFP Advisors
Florida
$279K 39,226 – –
Wells Fargo
11
Wells Fargo
California
$232K 37,222 +20,716 +126%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$208K 33,382 +33,382 New
RJA
13
Raymond James & Associates
Florida
$204K 32,780 +403 +1%
LPL Financial
14
LPL Financial
California
$203K 32,619 +7,762 +31%
FAAS
15
First Allied Advisory Services
California
$175K 27,995 +9,345 +50%
AG
16
Advisor Group
Arizona
$153K 24,503 +3,573 +17%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$148K 23,656 – –
UBS Group
18
UBS Group
Switzerland
$113K 18,179 +17,883 +6,042%
SIA
19
Sit Investment Associates
Minnesota
$103K 16,500 +16,500 New
CAG
20
Crestwood Advisors Group
Massachusetts
$93K 15,000 – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$79K 12,736 +12,736 New
Goldman Sachs
22
Goldman Sachs
New York
$76K 12,154 +12,154 New
MML Investors Services
23
MML Investors Services
Massachusetts
$73K 11,675 -280 -2%
HWM
24
Highwater Wealth Management
Colorado
$69K 11,099 – –
GWM
25
Geneos Wealth Management
Colorado
$54K 8,771 -3,267 -27%
1
2 3