Gabelli Util Tr (GUT) Hedge Fund Ownership (Q2 2026)

Gabelli Util Tr (GUT)

99 + Investors. Track Smart Money conviction in GUT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — GUT

Based on 99 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added GUT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

99 hedge funds hold GUT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 66% buying

53 buying27 selling

Last quarter: 53 funds were net buyers (17 opened a brand new position + 36 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new GUT position: 18 → 15 → 8 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 19% medium ■ 25% new

55 out of 99 hedge funds have held GUT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

18 → 18 → 15 → 8 → 17 new funds/Q

New funds entering each quarter: 18 → 15 → 8 → 17. GUT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 63% veterans vs 30% newcomers

■ 63% veterans ■ 7% 1-2yr ■ 30% new

Entry-cohort mix of 99 holders: 62 (63%) are 2+ year veterans, 7 entered 1–2 years ago, and 30 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

12 of 99 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	99	93	6.45%
13F Shares	8M	7M	13.15%
Total Value	$49M	$39M	24.75%
New Positions	17	8	+9
Increased Positions	36	34	+2
Closed Positions	11	17	-6
Reduced Positions	16	21	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

6.45%

13F Shares

13.15%

Total Value

$49M

$39M

24.75%

New Positions

Increased Positions

Closed Positions

-6

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

99 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GUT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GUT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Plus Group Wealth Advisors LLC	1.16%	187,849	$1.2M
2	Zinnia Wealth Advisory, LLC	0.10%	15,082	$99K
3	Balboa Wealth Partners	0.10%	110,443	$728K
4	Pines Wealth Management, LLC	0.09%	50,000	$330K
5	Valley Brook Capital Group, Inc.	0.09%	23,500	$155K
6	Wealth Quarterback LLC	0.08%	40,983	$270K
7	Piedmont Capital Management, LLC	0.08%	24,977	$165K
8	Core Wealth Advisors, Inc.	0.08%	58,163	$383K
9	Turner Financial Group, Inc.	0.07%	11,222	$74K
10	Cascade Investment Group, INC.	0.07%	17,762	$117K
11	Balefire, LLC	0.06%	57,016	$376K
12	Virtue Capital Management, LLC	0.05%	57,365	$378K
13	Eagle Wealth Strategies LLC	0.05%	18,138	$120K
14	Ignite Planners, LLC	0.04%	65,818	$319K
15	Leverty Financial Group, LLC	0.04%	31,267	$206K
16	Register Financial Advisors LLC	0.03%	17,293	$114K
17	International Assets Investment Management, LLC	0.03%	86,031	$564K
18	CoreCap Advisors, LLC	0.03%	163,484	$1.1M
19	Bison Wealth, LLC	0.03%	46,771	$314K
20	Accurate Wealth Management, LLC	0.03%	41,239	$282K
21	Ameriflex Group, INC.	0.03%	9,600	$63K
22	Kovack Advisors, Inc.	0.02%	64,031	$422K
23	Gamco Investors, INC. Et Al	0.02%	331,023	$2.2M
24	Nations Financial Group Inc, /Ia/ /Adv	0.02%	54,701	$360K
25	Herold Advisors, Inc.	0.02%	11,212	$76K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Gabelli Util Tr (GUT)

What does the Smart Money Trend signal show for GUT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GUT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GUT?

More buyers than sellers — 66% buying: Last quarter: 53 funds were net buyers (17 opened a brand new position + 36 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GUT holders?

Strong quality — 36% AUM from major funds: 12 of 99 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GUT?

56% of holders stayed for 2+ years: 55 out of 99 hedge funds have held GUT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Gabelli Util Tr (GUT)

Smart Money Signals — GUT

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +6% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+9 vs last Q)

56% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 63% veterans vs 30% newcomers

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — GUT

Hedge Fund Ownership: GUT

Market Analysis: GUT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GUT

Hedge Fund Positioning: GUT

Statistics: GUT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Gabelli Util Tr (GUT)

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