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GUT

Gabelli Utility Trust

82 hedge funds and large institutions have $36.2M invested in Gabelli Utility Trust in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $34.1M → $36.2M (+$2.12M)

0% more funds holding

Funds holding: 8282 (0)

1.54% less ownership

Funds ownership: 9.85%8.32% (-1.5%)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.59M +$69.7K +12,273 +0.9%
LPL Financial
2
LPL Financial
California
$6.12M +$299K +52,585 +5%
Morgan Stanley
3
Morgan Stanley
New York
$5.04M -$20.3K -3,570 -0.4%
GI
4
GAMCO Investors
Connecticut
$1.63M
VCM
5
Virtue Capital Management
Tennessee
$1.28M
Osaic Holdings
6
Osaic Holdings
Arizona
$1.28M -$728K -128,178 -37%
AC
7
Aristides Capital
Kentucky
$853K +$839K +147,829 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$764K +$27K +4,752 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$745K -$47.7K -8,410 -6%
BWP
10
Balboa Wealth Partners
Arizona
$744K +$19.2K +3,390 +3%
AWS
11
Atria Wealth Solutions
New York
$659K -$423K -74,472 -39%
MA
12
MAS Advisors
Florida
$637K +$19.8K +3,484 +3%
IAIM
13
International Assets Investment Management
Florida
$587K
Bank of America
14
Bank of America
North Carolina
$529K -$16.8K -2,968 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$518K -$68K -11,979 -12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$434K -$6.99K -1,231 -2%
RJA
17
Raymond James & Associates
Florida
$406K +$49.9K +8,798 +14%
Creative Planning
18
Creative Planning
Kansas
$349K -$4.91K -865 -1%
CA
19
CoreCap Advisors
Michigan
$336K +$200K +35,316 +154%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$313K -$98.4K -17,334 -24%
NFG
21
Nations Financial Group
Iowa
$307K +$14.6K +2,565 +5%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$271K +$52.7K +9,285 +25%
RIL
23
Rothschild Investment LLC
Illinois
$262K
VAG
24
VisionPoint Advisory Group
Texas
$240K +$125K +22,094 +113%
WQ
25
Wealth Quarterback
New Jersey
$232K -$4.5K -793 -2%

GUT Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q2 2024, worth a combined $36.2M — up 6.2% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GUT positions and 8 closed out — a net gain of 3 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Aristides Capital, opening a new position worth an estimated $839K. The largest seller was Osaic Holdings, cutting an estimated $728K.

  • 82 institutional investors held Gabelli Utility Trust (GUT) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $36.2M of Gabelli Utility Trust stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 11 funds opened new Gabelli Utility Trust positions in Q2 2024 and 8 closed out, a net change of +3 holders.
  • The largest Gabelli Utility Trust buyer in Q2 2024 was Aristides Capital, an estimated $839K added.
  • The largest Gabelli Utility Trust seller in Q2 2024 was Osaic Holdings, an estimated $728K sold.

Based on aggregated 13F filings for Q2 2024.