GUT

Gabelli Utility Trust
GUT

Overview Fund Activity

83 hedge funds and large institutions have $39.4M invested in Gabelli Utility Trust in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 19 closing their positions.

Holders
83
Holders Change
-9
Holders Change %
-9.78%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
21
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$7.49M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.84M
3
SPIA
3
Steward Partners Investment Advisory
New York
$440K
4
Nomura Holdings
4
Nomura Holdings
Japan
$323K
5
GI
5
GAMCO Investors
Connecticut
$1.67M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$0
2
BFM
2
Boothbay Fund Management
New York
$0
3
IAIM
3
International Assets Investment Management
Florida
$507K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.82M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.84M 1,558,158 +230,767 +17%
SIA
2
Sit Investment Associates
Minnesota
$7.49M 1,489,703 +1,489,703 New
LPL Financial
3
LPL Financial
California
$4.77M 948,614 -24,750 -3%
Morgan Stanley
4
Morgan Stanley
New York
$3.82M 759,037 -95,698 -11%
GI
5
GAMCO Investors
Connecticut
$1.67M 331,023 +55,170 +20%
VCM
6
Virtue Capital Management
Tennessee
$1.06M 211,635 – –
Osaic Holdings
7
Osaic Holdings
Arizona
$948K 188,425 +33,093 +21%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$663K 131,800 +3,075 +2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$660K 131,241 +4,555 +4%
BWP
10
Balboa Wealth Partners
Arizona
$641K 127,356 -1,338 -1%
AWS
11
Atria Wealth Solutions
New York
$622K 123,750 -5,621 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$615K 122,316 +8,495 +7%
IAIM
13
International Assets Investment Management
Florida
$507K 99,122 -416,700 -81%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$492K 97,789 +51,929 +113%
Raymond James Financial
15
Raymond James Financial
Florida
$473K 94,050 +94,050 New
SPIA
16
Steward Partners Investment Advisory
New York
$440K 87,500 +87,500 New
MA
17
MAS Advisors
Florida
$410K 81,561 -25,972 -24%
CA
18
CoreCap Advisors
Michigan
$375K 74,466 – –
ACM
19
Arlington Capital Management
Illinois
$342K 67,962 +12,963 +24%
Nomura Holdings
20
Nomura Holdings
Japan
$323K 64,230 +64,230 New
Creative Planning
21
Creative Planning
Kansas
$314K 62,496 +3,492 +6%
VAG
22
VisionPoint Advisory Group
Texas
$297K 58,171 +8,753 +18%
NFG
23
Nations Financial Group
Iowa
$272K 53,982 +50 +0.1%
Stifel Financial
24
Stifel Financial
Missouri
$268K 53,212 +31,194 +142%
RIL
25
Rothschild Investment LLC
Illinois
$219K 43,609 +590 +1%
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