GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

47 hedge funds and large institutions have $15.1M invested in Gabelli Utility Trust in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.28M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.04M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.41M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$215K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$136K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
Bank of America
2
Bank of America
North Carolina
$749K
3
RJA
3
Raymond James & Associates
Florida
$313K
4
TA
4
TCG Advisors
Texas
$10K
5
AG
5
Advisor Group
Arizona
$155K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.41M 774,238 +49,436 +7%
GI
2
GAMCO Investors
Connecticut
$1.91M 273,044 – –
LPL Financial
3
LPL Financial
California
$1.28M 183,302 +139,302 +317%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.04M 148,690 +68,924 +86%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.01M 144,988 +7,441 +5%
Bank of America
6
Bank of America
North Carolina
$749K 107,124 -11,094 -9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$413K 59,089 -695 -1%
UBS Group
8
UBS Group
Switzerland
$325K 46,459 +4,559 +11%
RJA
9
Raymond James & Associates
Florida
$313K 44,779 -2,291 -5%
Wells Fargo
10
Wells Fargo
California
$257K 36,833 +4,206 +13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$242K 34,593 +4,834 +16%
FAAS
12
First Allied Advisory Services
California
$237K 33,862 +268 +0.8%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$215K 30,725 +26,197 +579%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$168K 23,956 – –
AG
15
Advisor Group
Arizona
$155K 22,250 -1,251 -5%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$136K 19,439 +36 +0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$136K 19,439 +19,439 New
KA
18
Kovack Advisors
Florida
$126K 18,050 +215 +1%
AWA
19
Arete Wealth Advisors
Illinois
$115K 16,530 +1,200 +8%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$104K 14,900 +4,100 +38%
CAM
21
Concorde Asset Management
Michigan
$91K 13,066 – –
SRC
22
Sage Rhino Capital
California
$84K 12,000 +12,000 New
HWM
23
Highwater Wealth Management
Colorado
$78K 11,099 – –
GWM
24
Geneos Wealth Management
Colorado
$77K 11,033 +9 +0.1%
LCM
25
Liberty Capital Management
Michigan
$70K 10,000 – –
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