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GUT

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$191K
2
BWM
BNC Wealth Management
Oregon
+$177K
3
NA
NewEdge Advisors
Louisiana
+$152K
4
Osaic Holdings
Osaic Holdings
Arizona
+$145K
5
UBS Group
UBS Group
Switzerland
+$132K

Top Sellers

1
APW
Aurora Private Wealth
New Jersey
-$425K
2
LPL Financial
LPL Financial
California
-$172K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$153K
4
VF
Virtu Financial
New York
-$67.2K
5
ACM
Anfield Capital Management
California
-$9.68K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$7.73M -$172K -21,796 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.18M +$127K +16,094 +2%
Morgan Stanley
3
Morgan Stanley
New York
$6.43M +$191K +24,276 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.59M +$35.4K +4,500 +1%
GI
5
GAMCO Investors
Connecticut
$2M – – –
Osaic Holdings
6
Osaic Holdings
Arizona
$1.92M +$145K +18,429 +8%
IAIM
7
International Assets Investment Management
Florida
$1.05M – – –
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$844K +$5.03K +639 +0.6%
UBS Group
9
UBS Group
Switzerland
$812K +$132K +16,705 +20%
RJA
10
Raymond James & Associates
Florida
$632K +$1.18K +150 +0.2%
Wells Fargo
11
Wells Fargo
California
$615K +$44.8K +5,696 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$595K +$23.3K +2,954 +4%
RIL
13
Rothschild Investment LLC
Illinois
$430K – – –
KWA
14
Kellett Wealth Advisors
Ohio
$416K +$408K +51,852 New
Bank of America
15
Bank of America
North Carolina
$412K +$3.87K +492 +1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$358K -$645 -82 -0.2%
PCMM
17
Piedmont Capital Management (Montana)
Montana
$325K – – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$312K – – –
FIA
19
Foundations Investment Advisors
Arizona
$286K +$69.5K +8,827 +33%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$267K +$134 +17 +0.1%
KA
21
Kovack Advisors
Florida
$212K +$13.2K +1,676 +7%
LFG
22
Leverty Financial Group
Wisconsin
$212K +$208K +26,417 New
BWM
23
BNC Wealth Management
Oregon
$180K +$177K +22,470 New
TF
24
Trek Financial
Arizona
$171K – – –
KAS
25
Kestra Advisory Services
Texas
$171K +$30K +3,815 +22%
1
2 3

GUT Hedge Fund Activity: Q4 2021 in Review

72 of the 6,498 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.