Gabelli Utility Trust
GUT
72 hedge funds and large institutions have $38.6M invested in Gabelli Utility Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
13% more funds holding
Funds holding: 64 → 72 (+8)
6% more capital invested
Capital invested by funds: $36.2M → $38.6M (+$2.32M)
0.13% more ownership
Funds ownership: 8.57% → 8.7% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$191K |
| 2 |
BWM
BNC Wealth Management
Beaverton,
Oregon
|
+$177K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$152K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$145K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$425K |
| 2 |
LPL Financial
San Diego,
California
|
-$172K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$153K |
| 4 |
VF
Virtu Financial
New York
|
-$67.2K |
| 5 |
ACM
Anfield Capital Management
Irvine,
California
|
-$9.68K |
GUT Hedge Fund Activity: Q4 2021 in Review
72 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2021, worth a combined $38.6M — up 6.4% from $36.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GUT positions and 3 closed out — a net gain of 12 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $191K. The largest seller was Aurora Private Wealth, exiting entirely with an estimated $425K sold.
- 72 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2021, up from 64 in Q3 2021.
- Funds reported $38.6M of Gabelli Utility Trust stock for Q4 2021, up 6.4% quarter-over-quarter.
- 15 funds opened new Gabelli Utility Trust positions in Q4 2021 and 3 closed out, a net change of +12 holders.
- The largest Gabelli Utility Trust buyer in Q4 2021 was Morgan Stanley, an estimated $191K added.
- The largest Gabelli Utility Trust seller in Q4 2021 was Aurora Private Wealth, an estimated $425K sold.
Based on aggregated 13F filings for Q4 2021.