GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

73 hedge funds and large institutions have $49.3M invested in Gabelli Utility Trust in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$2.67M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.99M
3
AWS
3
Atria Wealth Solutions
New York
$591K
4
Creative Planning
4
Creative Planning
Kansas
$360K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$741K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.99M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.86M
4
UBS Group
4
UBS Group
Switzerland
$458K
5
LPL Financial
5
LPL Financial
California
$8.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.74M 1,164,132 +21,556 +2%
LPL Financial
2
LPL Financial
California
$8.57M 1,140,738 -22,373 -2%
Morgan Stanley
3
Morgan Stanley
New York
$5.99M 798,001 -57,529 -7%
IAIM
4
International Assets Investment Management
Florida
$2.67M 355,734 +208,335 +141%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.38M 316,662 +21,588 +7%
GI
6
GAMCO Investors
Connecticut
$2.24M 298,556 +20,526 +7%
FIA
7
Foundations Investment Advisors
Arizona
$1.99M 264,773 +72,267 +38%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.86M 247,164 -36,023 -13%
MA
9
MAS Advisors
Florida
$1.27M 169,573 +25,640 +18%
HH
10
Hilltop Holdings
Texas
$1.27M 168,576 +1,831 +1%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.06M 141,143 -4,240 -3%
Wells Fargo
12
Wells Fargo
California
$752K 100,139 +26,182 +35%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$741K 98,715 +30,640 +45%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$687K 91,482 +5,258 +6%
RJA
15
Raymond James & Associates
Florida
$661K 88,017 -119 -0.1%
BWP
16
Balboa Wealth Partners
Arizona
$599K 79,790 -14,250 -15%
AWS
17
Atria Wealth Solutions
New York
$591K 78,684 +50,157 +176%
Bank of America
18
Bank of America
North Carolina
$589K 78,385 -9,512 -11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$468K 62,290 +21,248 +52%
UBS Group
20
UBS Group
Switzerland
$458K 60,923 -23,151 -28%
RIL
21
Rothschild Investment LLC
Illinois
$392K 52,199 – –
Creative Planning
22
Creative Planning
Kansas
$360K 47,874 +33,505 +233%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$303K 40,401 +23,507 +139%
PCM
24
Piedmont Capital Management
Montana
$296K 39,392 – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$285K 37,956 -696 -2%
1
2 3 4