GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

49 hedge funds and large institutions have $20.9M invested in Gabelli Utility Trust in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$688K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.38M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$524K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.22M
5
APW
5
Aurora Private Wealth
New Jersey
$412K

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
SS
2
Sunbelt Securities
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$422K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.74M 810,232 +10,062 +1%
Morgan Stanley
2
Morgan Stanley
New York
$4.65M 794,325 +21,474 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.38M 577,785 +103,336 +22%
GI
4
GAMCO Investors
Connecticut
$1.41M 241,044 -5,000 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.22M 207,997 +49,731 +31%
IAIM
6
International Assets Investment Management
Florida
$688K 117,552 +117,552 New
Osaic Holdings
7
Osaic Holdings
Arizona
$524K 89,486 +89,486 New
UBS Group
8
UBS Group
Switzerland
$466K 79,635 +15,081 +23%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$427K 72,953 +5,198 +8%
Bank of America
10
Bank of America
North Carolina
$422K 72,134 -40,202 -36%
RJA
11
Raymond James & Associates
Florida
$417K 71,313 +26,599 +59%
APW
12
Aurora Private Wealth
New Jersey
$412K 70,490 +39,350 +126%
Wells Fargo
13
Wells Fargo
California
$282K 48,042 -6,647 -12%
FAAS
14
First Allied Advisory Services
California
$252K 43,145 +5,941 +16%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$222K 37,956 +14,000 +58%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$197K 33,600 +806 +2%
CS
17
Credit Suisse
Switzerland
$150K 25,700 +25,700 New
SRC
18
Sage Rhino Capital
California
$139K 23,700 +2,000 +9%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$128K 21,800 +10,900 +100%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$117K 20,026 – –
KA
21
Kovack Advisors
Florida
$107K 18,339 -3,430 -16%
SF
22
Synovus Financial
Georgia
$77K 13,191 +13,191 New
TCM
23
Telos Capital Management
California
$77K 13,200 +13,200 New
GKWIM
24
Gerber Kawasaki Wealth & Investment Management
California
$73K 12,600 +12,600 New
FWM
25
Frontier Wealth Management
Missouri
$65K 11,099 +11,099 New
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