Gabelli Utility Trust
GUT
84 hedge funds and large institutions have $39.5M invested in Gabelli Utility Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 19 closing their positions.
57% more capital inflows, than outflows
Capital inflows: $12.1M | Capital outflows: $7.72M
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
0.93% more ownership
Funds ownership: 9.4% → 10.33% (+0.93%)
9% less funds holding
Funds holding: 92 → 84 (-8)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.72M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.2M |
| 3 |
Steward Partners Investment Advisory
New York
|
+$454K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$333K |
| 5 |
GAMCO Investors
Greenwich,
Connecticut
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGM
Alpine Global Management
New York
|
-$2.27M |
| 2 |
Boothbay Fund Management
New York
|
-$2.21M |
| 3 |
Morgan Stanley
New York
|
-$496K |
| 4 |
Wolverine Asset Management
Chicago,
Illinois
|
-$320K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311K |
GUT Hedge Fund Activity: Q4 2024 in Review
84 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility Trust (GUT) for Q4 2024, worth a combined $39.5M — up 6.4% from $37.2M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of GUT and 14 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 26 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $7.72M. The largest seller was Alpine Global Management, exiting entirely with an estimated $2.27M sold.
- 84 institutional investors held Gabelli Utility Trust (GUT) as of Q4 2024, down from 92 in Q3 2024.
- Funds reported $39.5M of Gabelli Utility Trust stock for Q4 2024, up 6.4% quarter-over-quarter.
- 14 funds opened new Gabelli Utility Trust positions in Q4 2024 and 19 closed out, a net change of -5 holders.
- The largest Gabelli Utility Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $7.72M added.
- The largest Gabelli Utility Trust seller in Q4 2024 was Alpine Global Management, an estimated $2.27M sold.
Based on aggregated 13F filings for Q4 2024.