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GUT

Gabelli Utility Trust

73 hedge funds and large institutions have $34.8M invested in Gabelli Utility Trust in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

1% more funds holding

Funds holding: 7273 (+1)

0.88% less ownership

Funds ownership: 8.7%7.82% (-0.88%)

10% less capital invested

Capital invested by funds: $38.6M → $34.8M (-$3.76M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.88M +$199K +25,758 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.54M +$353K +45,734 +5%
Morgan Stanley
3
Morgan Stanley
New York
$5.48M -$106K -13,703 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.96M -$316K -40,921 -13%
GI
5
GAMCO Investors
Connecticut
$1.73M
Osaic Holdings
6
Osaic Holdings
Arizona
$1.71M +$57.2K +7,416 +3%
IAIM
7
International Assets Investment Management
Florida
$913K
UBS Group
8
UBS Group
Switzerland
$821K +$130K +16,912 +17%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$743K +$13.3K +1,721 +2%
RJA
10
Raymond James & Associates
Florida
$647K +$111K +14,367 +18%
Bank of America
11
Bank of America
North Carolina
$647K +$321K +41,620 +81%
Wells Fargo
12
Wells Fargo
California
$638K +$116K +14,996 +20%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$509K -$6.99K -907 -1%
FIA
14
Foundations Investment Advisors
Arizona
$399K +$172K +22,361 +63%
RIL
15
Rothschild Investment LLC
Illinois
$373K
KWA
16
Kellett Wealth Advisors
Ohio
$368K +$7.91K +1,026 +2%
KAS
17
Kestra Advisory Services
Texas
$326K +$197K +25,499 +119%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$289K -$23.2K -3,015 -7%
PCMM
19
Piedmont Capital Management (Montana)
Montana
$281K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$270K
KA
21
Kovack Advisors
Florida
$210K +$29.2K +3,792 +14%
CA
22
CoreCap Advisors
Michigan
$202K +$224K +29,036 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$192K -$43.3K -5,612 -17%
LFG
24
Leverty Financial Group
Wisconsin
$183K
NA
25
NewEdge Advisors
Louisiana
$157K +$25.3K +3,283 +17%

GUT Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2022, worth a combined $34.8M — down 9.8% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GUT positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $353K. The largest seller was Royal Bank of Canada, cutting an estimated $316K.

  • 73 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2022, up from 72 in Q4 2021.
  • Funds reported $34.8M of Gabelli Utility Trust stock for Q1 2022, down 9.8% quarter-over-quarter.
  • 10 funds opened new Gabelli Utility Trust positions in Q1 2022 and 7 closed out, a net change of +3 holders.
  • The largest Gabelli Utility Trust buyer in Q1 2022 was Commonwealth Equity Services, an estimated $353K added.
  • The largest Gabelli Utility Trust seller in Q1 2022 was Royal Bank of Canada, an estimated $316K sold.

Based on aggregated 13F filings for Q1 2022.