Gabelli Utility Trust
GUT
64 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, 25 increasing their positions, 6 reducing their positions, and 8 closing their positions.
317% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 6
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
2% more funds holding
Funds holding: 63 → 64 (+1)
0.05% more ownership
Funds ownership: 8.52% → 8.57% (+0.05%)
1% less capital invested
Capital invested by funds: $36.5M → $36.2M (-$233K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$629K |
| 2 |
PCMM
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
+$317K |
| 3 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$313K |
| 4 |
Morgan Stanley
New York
|
+$273K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.42M |
| 2 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$231K |
| 3 |
AC
Aristides Capital
Louisville,
Kentucky
|
-$110K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$92K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$44.3K |
GUT Hedge Fund Activity: Q3 2021 in Review
64 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2021, worth a combined $36.2M — down 0.64% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GUT positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 6 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $629K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.42M sold.
- 64 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2021, up from 63 in Q2 2021.
- Funds reported $36.2M of Gabelli Utility Trust stock for Q3 2021, down 0.64% quarter-over-quarter.
- 10 funds opened new Gabelli Utility Trust positions in Q3 2021 and 8 closed out, a net change of +2 holders.
- The largest Gabelli Utility Trust buyer in Q3 2021 was Commonwealth Equity Services, an estimated $629K added.
- The largest Gabelli Utility Trust seller in Q3 2021 was Sit Investment Associates, an estimated $2.42M sold.
Based on aggregated 13F filings for Q3 2021.