Gabelli Utility Trust
GUT
80 hedge funds and large institutions have $47.3M invested in Gabelli Utility Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
10% more funds holding
Funds holding: 73 → 80 (+7)
4% more capital inflows, than outflows
Capital inflows: $2.83M | Capital outflows: $2.72M
0.01% less ownership
Funds ownership: 10.3% → 10.29% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Wealth Solutions
New York
|
+$552K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$334K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$303K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$205K |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.68M |
| 2 |
Hilltop Holdings
Dallas,
Texas
|
-$327K |
| 3 |
Goldman Sachs
New York
|
-$148K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$112K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$110K |
GUT Hedge Fund Activity: Q1 2023 in Review
80 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q1 2023, worth a combined $47.3M — down 4.2% from $49.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GUT positions and 4 closed out — a net gain of 8 holders — while 26 added to existing stakes and 17 trimmed.
The largest buyer was Atria Wealth Solutions, adding an estimated $552K. The largest seller was International Assets Investment Management, cutting an estimated $1.68M.
- 80 institutional investors held Gabelli Utility Trust (GUT) as of Q1 2023, up from 73 in Q4 2022.
- Funds reported $47.3M of Gabelli Utility Trust stock for Q1 2023, down 4.2% quarter-over-quarter.
- 12 funds opened new Gabelli Utility Trust positions in Q1 2023 and 4 closed out, a net change of +8 holders.
- The largest Gabelli Utility Trust buyer in Q1 2023 was Atria Wealth Solutions, an estimated $552K added.
- The largest Gabelli Utility Trust seller in Q1 2023 was International Assets Investment Management, an estimated $1.68M sold.
Based on aggregated 13F filings for Q1 2023.