GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

61 hedge funds and large institutions have $30.2M invested in Gabelli Utility Trust in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$1.89M
2
CS
2
Credit Suisse
Switzerland
$480K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.03M
4
ECA
4
Elevated Capital Advisors
Utah
$2.34M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.52M

Top Sellers

1
SRC
1
Sage Rhino Capital
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.12M
4
PCM
4
Piedmont Capital Management
Montana
$0
5
GI
5
GAMCO Investors
Connecticut
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.46M 788,994 +4,029 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$5.12M 739,376 -49,602 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.52M 653,793 +30,048 +5%
ECA
4
Elevated Capital Advisors
Utah
$2.34M 341,855 +39,796 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.03M 293,139 +63,558 +28%
IAIM
6
International Assets Investment Management
Florida
$1.89M 250,401 +123,702 +98%
GI
7
GAMCO Investors
Connecticut
$1.47M 212,200 -24,844 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$944K 136,389 +13,818 +11%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$544K 78,606 +3,715 +5%
UBS Group
10
UBS Group
Switzerland
$494K 71,433 +642 +0.9%
CS
11
Credit Suisse
Switzerland
$480K 69,428 +69,428 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$462K 66,742 +671 +1%
RJA
13
Raymond James & Associates
Florida
$409K 59,097 +438 +0.7%
Wells Fargo
14
Wells Fargo
California
$408K 59,026 +4,056 +7%
APW
15
Aurora Private Wealth
New Jersey
$375K 54,185 +1,400 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$303K 43,812 -1 -0%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$285K 41,227 -747 -2%
Bank of America
18
Bank of America
North Carolina
$262K 37,867 -535 -1%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$262K 37,956 – –
FIA
20
Foundations Investment Advisors
Arizona
$181K 25,139 +1,530 +6%
TF
21
Trek Financial
Arizona
$174K 25,128 -3,247 -11%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$171K 24,700 +24,700 New
VF
23
Virtu Financial
New York
$142K 20,567 +8,481 +70%
RF
24
Rollins Financial
Georgia
$97K 14,000 – –
SF
25
Synovus Financial
Georgia
$91K 13,191 – –
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