GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

62 hedge funds and large institutions have $36.4M invested in Gabelli Utility Trust in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.42M
2
LPL Financial
2
LPL Financial
California
$7.61M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.19M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.51M
5
GI
5
GAMCO Investors
Connecticut
$1.93M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.02M
2
CS
2
Credit Suisse
Switzerland
$0
3
VF
3
Virtu Financial
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.75M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$215K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.61M 955,604 +166,610 +21%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.19M 777,912 +124,119 +19%
Morgan Stanley
3
Morgan Stanley
New York
$5.75M 722,882 -16,494 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.48M 312,018 +18,879 +6%
SIA
5
Sit Investment Associates
Minnesota
$2.42M 303,440 +293,430 +2,931%
GI
6
GAMCO Investors
Connecticut
$1.93M 242,514 +30,314 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.51M 189,892 +53,503 +39%
IAIM
8
International Assets Investment Management
Florida
$1.02M 127,833 -122,568 -49%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$739K 92,780 +14,174 +18%
UBS Group
10
UBS Group
Switzerland
$556K 69,788 -1,645 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$540K 67,797 +1,055 +2%
RJA
12
Raymond James & Associates
Florida
$512K 64,265 +5,168 +9%
Wells Fargo
13
Wells Fargo
California
$464K 58,273 -753 -1%
APW
14
Aurora Private Wealth
New Jersey
$430K 54,080 -105 -0.2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$349K 43,813 +1 +0%
Bank of America
16
Bank of America
North Carolina
$306K 38,355 +488 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$302K 37,956 – –
BWM
18
BerganKDV Wealth Management
Minnesota
$231K 29,031 +29,031 New
FIA
19
Foundations Investment Advisors
Arizona
$219K 27,402 +2,263 +9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$215K 26,980 -14,247 -35%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$199K 25,000 +300 +1%
TF
22
Trek Financial
Arizona
$193K 24,235 -893 -4%
WQ
23
Wealth Quarterback
New Jersey
$183K 22,937 +22,937 New
KA
24
Kovack Advisors
Florida
$174K 21,905 +21,905 New
GLA
25
Good Life Advisors
Pennsylvania
$150K 18,853 +6,504 +53%
1
2 3