GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

44 hedge funds and large institutions have $12.8M invested in Gabelli Utility Trust in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 11 closing their positions.

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$144K
2
RJA
2
Raymond James & Associates
Florida
$263K
3
Bank of America
3
Bank of America
North Carolina
$693K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$59K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.98M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
LCM
3
Laurion Capital Management
New York
$1.73M
4
Wells Fargo
4
Wells Fargo
California
$196K
5
CCP
5
Clough Capital Partners
Massachusetts
$913K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.98M 683,333 +10,119 +2%
LCM
2
Laurion Capital Management
New York
$1.73M 297,863 -172,563 -37%
GI
3
GAMCO Investors
Connecticut
$1.59M 273,044 -18,226 -6%
CCP
4
Clough Capital Partners
Massachusetts
$913K 156,877 -155,023 -50%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$759K 130,375 -16,154 -11%
Bank of America
6
Bank of America
North Carolina
$693K 119,051 +10,686 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$408K 70,117 +832 +1%
LPL Financial
8
LPL Financial
California
$319K 54,870 +8,598 +19%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$298K 51,287 -2,511 -5%
RJA
10
Raymond James & Associates
Florida
$263K 45,232 +14,228 +46%
UBS Group
11
UBS Group
Switzerland
$254K 43,712 -1,742 -4%
IA
12
IFP Advisors
Florida
$246K 42,244 +1,257 +3%
Wells Fargo
13
Wells Fargo
California
$196K 33,727 -160,367 -83%
FAAS
14
First Allied Advisory Services
California
$177K 30,577 +294 +1%
WAM
15
Wolverine Asset Management
Illinois
$144K 24,894 +24,881 +191,392%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$140K 23,956 +300 +1%
AG
17
Advisor Group
Arizona
$117K 20,133 +7,200 +56%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$111K 19,158 -16,305 -46%
CAG
19
Crestwood Advisors Group
Massachusetts
$87K 15,000 – –
HWM
20
Highwater Wealth Management
Colorado
$65K 11,099 – –
GWM
21
Geneos Wealth Management
Colorado
$62K 10,730 -1,489 -12%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$59K 10,071 +10,071 New
CL
23
CSS LLC
Illinois
$58K 10,000 – –
RCAG
24
Rehmann Capital Advisory Group
Michigan
$49.6K 8,521 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$26K 4,528 -425 -9%
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