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GUT

Gabelli Utility Trust

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, 17 increasing their positions, 58 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

12% more funds holding

Funds holding: 8292 (+10)

1.64% more ownership

Funds ownership: 8.32%9.95% (+1.6%)

2% more capital invested

Capital invested by funds: $36.2M → $36.7M (+$555K)

71% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 58

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
17
Reduced
58
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.9M +$71K +12,289 +0.9%
LPL Financial
2
LPL Financial
California
$5.06M -$509K -88,011 -8%
Morgan Stanley
3
Morgan Stanley
New York
$4.44M -$111K -19,275 -2%
AGM
4
Alpine Global Management
New York
$2.27M +$2.52M +436,411 New
BFM
5
Boothbay Fund Management
New York
$2.21M +$2.46M +425,685 New
GI
6
GAMCO Investors
Connecticut
$1.43M -$41.4K -7,172 -3%
VCM
7
Virtue Capital Management
Tennessee
$1.1M -$31.8K -5,503 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$808K -$382K -66,049 -30%
AWS
9
Atria Wealth Solutions
New York
$673K +$88.1K +15,242 +13%
BWP
10
Balboa Wealth Partners
Arizona
$669K -$1.55K -268 -0.2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$669K -$21.5K -3,722 -3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$659K +$213K +36,866 +41%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$592K -$88.4K -15,297 -12%
MA
14
MAS Advisors
Florida
$559K -$16.2K -2,796 -3%
RJA
15
Raymond James & Associates
Florida
$394K +$31.9K +5,519 +8%
CA
16
CoreCap Advisors
Michigan
$387K +$94K +16,275 +28%
Bank of America
17
Bank of America
North Carolina
$379K -$110K -18,966 -21%
WAM
18
Wolverine Asset Management
Illinois
$378K +$420K +72,748 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$366K -$27.9K -4,826 -6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$311K +$345K +59,785 New
Creative Planning
21
Creative Planning
Kansas
$307K -$8.36K -1,446 -2%
ACM
22
Arlington Capital Management
Illinois
$286K +$318K +54,999 New
IWP
23
Innova Wealth Partners
Pennsylvania
$286K +$318K +54,999 New
NFG
24
Nations Financial Group
Iowa
$280K +$4.49K +777 +1%
VAG
25
VisionPoint Advisory Group
Texas
$257K +$45.1K +7,809 +19%

GUT Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q3 2024, worth a combined $36.7M — up 1.5% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GUT positions and 6 closed out — a net gain of 10 holders — while 17 added to existing stakes and 58 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $2.52M. The largest seller was Aristides Capital, exiting entirely with an estimated $853K sold.

  • 92 institutional investors held Gabelli Utility Trust (GUT) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $36.7M of Gabelli Utility Trust stock for Q3 2024, up 1.5% quarter-over-quarter.
  • 16 funds opened new Gabelli Utility Trust positions in Q3 2024 and 6 closed out, a net change of +10 holders.
  • The largest Gabelli Utility Trust buyer in Q3 2024 was Alpine Global Management, an estimated $2.52M added.
  • The largest Gabelli Utility Trust seller in Q3 2024 was Aristides Capital, an estimated $853K sold.

Based on aggregated 13F filings for Q3 2024.