GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

47 hedge funds and large institutions have $28.5M invested in Gabelli Utility Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Elevated Capital Advisors
Utah
$2.47M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.95M
3
FIA
3
Foundations Investment Advisors
Arizona
$337K
4
SRC
4
Sage Rhino Capital
California
$507K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$543K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$312K
2
Bank of America
2
Bank of America
North Carolina
$221K
3
APW
3
Aurora Private Wealth
New Jersey
$310K
4
CS
4
Credit Suisse
Switzerland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.59M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.92M 822,049 +11,817 +1%
Morgan Stanley
2
Morgan Stanley
New York
$5.59M 775,786 -18,539 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.14M 575,661 -2,124 -0.4%
ECA
4
Elevated Capital Advisors
Utah
$2.47M 320,171 +320,171 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.95M 271,234 +63,237 +30%
GI
6
GAMCO Investors
Connecticut
$1.71M 237,044 -4,000 -2%
IAIM
7
International Assets Investment Management
Florida
$846K 117,552 – –
RJFSA
8
Raymond James Financial Services Advisors
Florida
$543K 75,432 +41,832 +125%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$510K 70,840 -2,113 -3%
SRC
10
Sage Rhino Capital
California
$507K 70,386 +46,686 +197%
UBS Group
11
UBS Group
Switzerland
$481K 66,818 -12,817 -16%
RJA
12
Raymond James & Associates
Florida
$430K 59,706 -11,607 -16%
Wells Fargo
13
Wells Fargo
California
$343K 47,519 -523 -1%
FIA
14
Foundations Investment Advisors
Arizona
$337K 46,489 +46,489 New
FAAS
15
First Allied Advisory Services
California
$314K 43,558 +413 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$312K 43,425 -46,061 -51%
APW
17
Aurora Private Wealth
New Jersey
$310K 43,110 -27,380 -39%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$274K 37,956 – –
TF
19
Trek Financial
Arizona
$235K 32,609 +32,609 New
Bank of America
20
Bank of America
North Carolina
$221K 30,662 -41,472 -57%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$144K 20,026 – –
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$127K 17,700 -4,100 -19%
SF
23
Synovus Financial
Georgia
$95K 13,191 – –
GKWIM
24
Gerber Kawasaki Wealth & Investment Management
California
$94K 13,100 +500 +4%
QAM
25
QCI Asset Management
New York
$90K 12,500 +12,500 New
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