GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

92 hedge funds and large institutions have $36.7M invested in Gabelli Utility Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
31
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
1
Alpine Global Management
New York
$2.27M
2
BFM
2
Boothbay Fund Management
New York
$2.21M
3
WAM
3
Wolverine Asset Management
Illinois
$378K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$311K
5
ACM
5
Arlington Capital Management
Illinois
$286K

Top Sellers

1
AC
1
Aristides Capital
Kentucky
$0
2
LPL Financial
2
LPL Financial
California
$5.06M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$808K
4
Bank of America
4
Bank of America
North Carolina
$379K
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.9M 1,327,391 +45,615 +4%
LPL Financial
2
LPL Financial
California
$5.06M 973,364 -61,115 -6%
Morgan Stanley
3
Morgan Stanley
New York
$4.44M 854,735 +2,873 +0.3%
AGM
4
Alpine Global Management
New York
$2.27M 436,411 +436,411 New
BFM
5
Boothbay Fund Management
New York
$2.21M 425,685 +425,685 New
GI
6
GAMCO Investors
Connecticut
$1.43M 275,853 – –
VCM
7
Virtue Capital Management
Tennessee
$1.1M 211,635 – –
Osaic Holdings
8
Osaic Holdings
Arizona
$808K 155,332 -60,439 -28%
AWS
9
Atria Wealth Solutions
New York
$673K 129,371 +18,134 +16%
BWP
10
Balboa Wealth Partners
Arizona
$669K 128,694 +3,000 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$669K 128,725 -366 -0.3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$659K 126,686 +39,142 +45%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$592K 113,821 -12,025 -10%
MA
14
MAS Advisors
Florida
$559K 107,533 – –
RJA
15
Raymond James & Associates
Florida
$394K 75,814 +7,300 +11%
CA
16
CoreCap Advisors
Michigan
$387K 74,466 +17,750 +31%
Bank of America
17
Bank of America
North Carolina
$379K 72,790 -16,641 -19%
WAM
18
Wolverine Asset Management
Illinois
$378K 72,748 +72,748 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$366K 70,385 -2,920 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$311K 59,785 +59,785 New
Creative Planning
21
Creative Planning
Kansas
$307K 59,004 +86 +0.1%
ACM
22
Arlington Capital Management
Illinois
$286K 54,999 +54,999 New
IWP
23
Innova Wealth Partners
Pennsylvania
$286K 54,999 +54,999 New
NFG
24
Nations Financial Group
Iowa
$280K 53,932 +2,124 +4%
VAG
25
VisionPoint Advisory Group
Texas
$257K 49,418 +8,863 +22%
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