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GUT

Gabelli Utility Trust
GUT

71 hedge funds and large institutions have $46.8M invested in Gabelli Utility Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

34% more capital invested

Capital invested by funds: $34.8M → $46.8M (+$12M)

3.42% more ownership

Funds ownership: 7.82% → 11.25% (+3.4%)

3% less funds holding

Funds holding: 73 → 71 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$9.28M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.35M
3
LPL Financial
LPL Financial
California
+$1.21M
4
FIA
Foundations Investment Advisors
Arizona
+$665K
5
MA
MAS Advisors
Florida
+$508K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$228K
2
AWS
Atria Wealth Solutions
New York
-$132K
3
Wells Fargo
Wells Fargo
California
-$106K
4
Nomura Holdings
Nomura Holdings
Japan
-$95K
5
BFM
Boothbay Fund Management
New York
-$71K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$8.96M +$9.28M +1,352,609 New
LPL Financial
2
LPL Financial
California
$7.73M +$1.21M +177,053 +18%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.53M +$1.35M +196,393 +21%
Morgan Stanley
4
Morgan Stanley
New York
$5.4M +$192K +28,031 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.05M +$188K +27,373 +10%
GI
6
GAMCO Investors
Connecticut
$1.89M +$251K +36,555 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.84M +$222K +32,422 +13%
FIA
8
Foundations Investment Advisors
Arizona
$1.07M +$665K +96,930 +167%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$963K +$238K +34,646 +32%
UBS Group
10
UBS Group
Switzerland
$746K -$36.7K -5,356 -5%
Bank of America
11
Bank of America
North Carolina
$671K +$56.4K +8,225 +9%
RJA
12
Raymond James & Associates
Florida
$618K +$1.75K +255 +0.3%
MA
13
MAS Advisors
Florida
$564K +$508K +74,016 +660%
Wells Fargo
14
Wells Fargo
California
$505K -$106K -15,466 -17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$502K +$17.7K +2,585 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$435K +$260K +37,966 +137%
RIL
17
Rothschild Investment LLC
Illinois
$355K – – –
KWA
18
Kellett Wealth Advisors
Ohio
$299K -$53.5K -7,798 -15%
WQ
19
Wealth Quarterback
New Jersey
$291K +$301K +43,899 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$279K +$3.63K +530 +1%
PCMM
21
Piedmont Capital Management (Montana)
Montana
$268K – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$258K – – –
LFG
23
Leverty Financial Group
Wisconsin
$212K +$38.8K +5,663 +21%
KA
24
Kovack Advisors
Florida
$209K +$8.56K +1,248 +4%
Goldman Sachs
25
Goldman Sachs
New York
$196K +$202K +29,526 New
1
2 3 4

GUT Hedge Fund Activity: Q2 2022 in Review

71 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2022, worth a combined $46.8M — up 34% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GUT and 9 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 32 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $9.28M. The largest seller was Kestra Advisory Services, cutting an estimated $228K.

  • 71 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2022, down from 73 in Q1 2022.
  • Funds reported $46.8M of Gabelli Utility Trust stock for Q2 2022, up 34% quarter-over-quarter.
  • 9 funds opened new Gabelli Utility Trust positions in Q2 2022 and 11 closed out, a net change of -2 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2022 was Sit Investment Associates, an estimated $9.28M added.
  • The largest Gabelli Utility Trust seller in Q2 2022 was Kestra Advisory Services, an estimated $228K sold.

Based on aggregated 13F filings for Q2 2022.