GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

43 hedge funds and large institutions have $12.7M invested in Gabelli Utility Trust in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.04M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$135K
3
AWA
3
Arete Wealth Advisors
Illinois
$107K
4
LCM
4
Liberty Capital Management
Michigan
$70K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$554K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$956K
2
IA
2
IFP Advisors
Florida
$7K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$75K
5
US Bancorp
5
US Bancorp
Minnesota
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.04M 724,802 +19,673 +3%
GI
2
GAMCO Investors
Connecticut
$1.9M 273,044 – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$956K 137,547 -15,609 -10%
Bank of America
4
Bank of America
North Carolina
$822K 118,218 +2,319 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$554K 79,766 +7,533 +10%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$415K 59,784 -378 -0.6%
RJA
7
Raymond James & Associates
Florida
$327K 47,070 -473 -1%
LPL Financial
8
LPL Financial
California
$306K 44,000 +2,280 +5%
UBS Group
9
UBS Group
Switzerland
$291K 41,900 +7,032 +20%
FAAS
10
First Allied Advisory Services
California
$233K 33,594 +278 +0.8%
Wells Fargo
11
Wells Fargo
California
$227K 32,627 -1,679 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$207K 29,759 +483 +2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$166K 23,956 – –
AG
14
Advisor Group
Arizona
$163K 23,501 +3,000 +15%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$135K 19,403 +19,403 New
KA
16
Kovack Advisors
Florida
$124K 17,835 +400 +2%
AWA
17
Arete Wealth Advisors
Illinois
$107K 15,330 +15,330 New
CAM
18
Concorde Asset Management
Michigan
$91K 13,066 -2,000 -13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$79K 11,350 +1,238 +12%
HWM
20
Highwater Wealth Management
Colorado
$77K 11,099 – –
GWM
21
Geneos Wealth Management
Colorado
$76K 11,024 +213 +2%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$75K 10,800 -6,400 -37%
CL
23
CSS LLC
Illinois
$70K 10,000 – –
LCM
24
Liberty Capital Management
Michigan
$70K 10,000 +10,000 New
RCAG
25
Rehmann Capital Advisory Group
Michigan
$59.2K 8,521 – –
1
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