GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

63 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.73M
2
PCM
2
Piedmont Capital Management
Montana
$310K
3
RIL
3
Rothschild Investment LLC
Illinois
$411K
4
Morgan Stanley
4
Morgan Stanley
New York
$5.95M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.69M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
BWM
2
BerganKDV Wealth Management
Minnesota
$0
3
AC
3
Aristides Capital
Kentucky
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$153K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.55M 959,708 +4,104 +0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.73M 856,032 +78,120 +10%
Morgan Stanley
3
Morgan Stanley
New York
$5.95M 756,786 +33,904 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.44M 310,319 -1,699 -0.5%
GI
5
GAMCO Investors
Connecticut
$1.91M 242,514 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$1.69M 214,510 +24,618 +13%
IAIM
7
International Assets Investment Management
Florida
$1.01M 127,833 – –
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$800K 101,751 +8,971 +10%
UBS Group
9
UBS Group
Switzerland
$647K 82,217 +12,429 +18%
RJA
10
Raymond James & Associates
Florida
$602K 76,508 +12,243 +19%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$545K 69,343 +1,546 +2%
Wells Fargo
12
Wells Fargo
California
$545K 69,190 +10,917 +19%
APW
13
Aurora Private Wealth
New Jersey
$425K 54,080 – –
RIL
14
Rothschild Investment LLC
Illinois
$411K 52,199 +38,900 +293%
Bank of America
15
Bank of America
North Carolina
$390K 49,560 +11,205 +29%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$342K 43,533 -280 -0.6%
PCM
17
Piedmont Capital Management
Montana
$310K 39,392 +39,392 New
WQ
18
Wealth Quarterback
New Jersey
$301K 38,193 +15,256 +67%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$298K 37,956 – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$255K 32,394 +5,414 +20%
FIA
21
Foundations Investment Advisors
Arizona
$205K 26,187 -1,215 -4%
KA
22
Kovack Advisors
Florida
$190K 24,154 +2,249 +10%
VF
23
Virtu Financial
New York
$187K 23,781 +23,781 New
TF
24
Trek Financial
Arizona
$163K 20,722 -3,513 -14%
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$153K 19,500 -5,500 -22%
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