Gabelli Utility Trust
GUT
72 hedge funds and large institutions have $46.1M invested in Gabelli Utility Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
1% more funds holding
Funds holding: 71 → 72 (+1)
0.52% less ownership
Funds ownership: 11.25% → 10.73% (-0.52%)
3% less capital invested
Capital invested by funds: $47.7M → $46.1M (-$1.62M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.26M |
| 2 |
Morgan Stanley
New York
|
+$462K |
| 3 |
MA
MAS Advisors
Miami,
Florida
|
+$460K |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$314K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$194K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$173K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$139K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$139K |
GUT Hedge Fund Activity: Q3 2022 in Review
72 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2022, worth a combined $46.1M — down 3.4% from $47.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GUT positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Hilltop Holdings, opening a new position worth an estimated $1.26M. The largest seller was Sit Investment Associates, cutting an estimated $6.04M.
- 72 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2022, up from 71 in Q2 2022.
- Funds reported $46.1M of Gabelli Utility Trust stock for Q3 2022, down 3.4% quarter-over-quarter.
- 8 funds opened new Gabelli Utility Trust positions in Q3 2022 and 6 closed out, a net change of +2 holders.
- The largest Gabelli Utility Trust buyer in Q3 2022 was Hilltop Holdings, an estimated $1.26M added.
- The largest Gabelli Utility Trust seller in Q3 2022 was Sit Investment Associates, an estimated $6.04M sold.
Based on aggregated 13F filings for Q3 2022.