GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

42 hedge funds and large institutions have $10.6M invested in Gabelli Utility Trust in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
13
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$909K
2
Morgan Stanley
Morgan Stanley
New York
$4.19M
3
KA
Kovack Advisors
Florida
$104K
4
CAM
Concorde Asset Management
Michigan
$90K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$62K

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
CCP
Clough Capital Partners
Massachusetts
$0
3
IA
IFP Advisors
Florida
$73K
4
WAM
Wolverine Asset Management
Illinois
$0
5
CAG
Crestwood Advisors Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.19M +$129K +22,362 +3%
GI
2
GAMCO Investors
Connecticut
$1.62M – – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$909K +$135K +23,373 +17%
Bank of America
4
Bank of America
North Carolina
$688K -$18.7K -3,234 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$429K +$12.6K +2,171 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$357K +$52.7K +9,106 +17%
RJA
7
Raymond James & Associates
Florida
$282K +$13.7K +2,371 +5%
LPL Financial
8
LPL Financial
California
$248K -$78.2K -13,492 -24%
UBS Group
9
UBS Group
Switzerland
$207K -$52.5K -9,074 -20%
Wells Fargo
10
Wells Fargo
California
$204K +$3.44K +594 +2%
FAAS
11
First Allied Advisory Services
California
$199K +$16.4K +2,810 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$174K +$60.1K +10,381 +53%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$142K – – –
AG
14
Advisor Group
Arizona
$122K +$2.19K +378 +2%
KA
15
Kovack Advisors
Florida
$104K +$104K +17,888 New
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$102K +$102K +17,647 New
CAM
17
Concorde Asset Management
Michigan
$90K +$90K +15,458 New
IA
18
IFP Advisors
Florida
$73K -$174K -30,543 -70%
HWM
19
Highwater Wealth Management
Colorado
$66K – – –
GWM
20
Geneos Wealth Management
Colorado
$63K +$471 +83 +0.8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$62K +$62K +10,746 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$60K +$243 +42 +0.4%
CL
23
CSS LLC
Illinois
$59K – – –
RCAG
24
Rehmann Capital Advisory Group
Michigan
$50.6K – – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$27K – – –
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