GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

63 hedge funds and large institutions have $34.9M invested in Gabelli Utility Trust in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
17
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$451K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$995K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$356K
4
PCM
4
Piedmont Capital Management
Montana
$320K
5
SRC
5
Sage Rhino Capital
California
$1.3M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.87M
3
ECA
3
Elevated Capital Advisors
Utah
$2.45M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$0
5
KA
5
Kovack Advisors
Florida
$113K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.41M 788,978 +10,856 +1%
LPL Financial
2
LPL Financial
California
$6.37M 784,965 -1,628 -0.2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.06M 623,745 +20,368 +3%
ECA
4
Elevated Capital Advisors
Utah
$2.45M 302,059 -11,844 -4%
GI
5
GAMCO Investors
Connecticut
$1.93M 237,044 – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.87M 229,581 -93,547 -29%
SRC
7
Sage Rhino Capital
California
$1.3M 160,346 +38,960 +32%
IAIM
8
International Assets Investment Management
Florida
$1.03M 126,699 +6,397 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$995K 122,571 +47,156 +63%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$608K 74,891 +4,290 +6%
UBS Group
11
UBS Group
Switzerland
$575K 70,791 -68 -0.1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$536K 66,071 -459 -0.7%
RJA
13
Raymond James & Associates
Florida
$476K 58,659 -4,366 -7%
Millennium Management
14
Millennium Management
New York
$451K 55,552 +55,552 New
Wells Fargo
15
Wells Fargo
California
$446K 54,970 +2,908 +6%
APW
16
Aurora Private Wealth
New Jersey
$429K 52,785 -4,125 -7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$356K 43,813 +43,813 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$341K 41,974 – –
PCM
19
Piedmont Capital Management
Montana
$320K 39,392 +39,392 New
Bank of America
20
Bank of America
North Carolina
$312K 38,402 +7,298 +23%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$308K 37,956 – –
TF
22
Trek Financial
Arizona
$230K 28,375 -4,103 -13%
FIA
23
Foundations Investment Advisors
Arizona
$189K 23,609 +8,912 +61%
GLA
24
Good Life Advisors
Pennsylvania
$166K 20,665 +20,665 New
KAS
25
Kestra Advisory Services
Texas
$128K 15,824 +548 +4%
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