Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gabelli Global Util & Income (GLU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — GLU

Based on 23 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 GLU 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 (100% of max)

100% of all-time peak
23 hedge funds hold GLU 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 — +10% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟡

Slight buying edge — 56% buying

10 buying8 selling
Last quarter: 10 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 6 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new
16 out of 23 hedge funds have held GLU 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.
➡️

Steady discovery — ~3 new funds/quarter

4 → 1 → 6 → 5 → 3 new funds/Q
New funds entering each quarter: 1 → 6 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 17% newcomers

■ 74% veterans ■ 9% 1-2yr ■ 17% new
Entry-cohort mix of 23 holders: 17 (74%) are 2+ year veterans, 2 entered 1–2 years ago, and 4 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
5 of 23 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — GLU

In 2026 Q2, 10 hedge funds were net buyers of GLU (3 opened a new position, 7 added to an existing one), while 8 reduced or exited (7 trimmed, 1 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 27% of total institutional value in GLU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 23.

Hedge Fund Ownership: GLU

How many hedge funds hold GLU — quarterly history vs. share price
Quarterly hedge fund ownership of GLU vs. share price

Market Analysis: GLU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLU

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: GLU
23 + Investors

Track Smart Money conviction in GLU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 21 9.52%
13F Shares 1M 1M -1.65%
Total Value $22M $22M -1.41%
New Positions 3 5 -2
Increased Positions 7 7 -
Closed Positions 1 7 -6
Reduced Positions 7 5 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLU

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

23 + investors

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

QUARTER:
Top 23 GLU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GABELLI & Co INVESTMENT ADVISERS, INC. 1.36% 486,810 $9.3M
2 Advisortrust Partners, LLC 0.43% 65,982 $1.3M
3 Live Oak Private Wealth LLC 0.05% 19,318 $371K
4 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% 19,114 $367K
5 Luminist Capital LLC 0.01% 348 $7K
6 Private Advisor Group, LLC 0.01% 78,826 $1.5M
7 Sigma Planning Corp 0.01% 14,328 $275K
8 Wolverine Asset Management LLC 0.01% 36,927 $709K
9 International Assets Investment Management, LLC 0.00% 2,115 $41K
10 Osaic Holdings, INC. 0.00% 90,906 $1.7M
11 Highline Wealth Partners LLC 0.00% 150 $3K
12 Creative Financial Designs Inc /Adv 0.00% 533 $10K
13 Global Retirement Partners, LLC 0.00% 954 $18K
14 UBS Group AG 0.00% 92,947 $1.8M
15 Morgan Stanley 0.00% 151,828 $2.9M
16 Ancora Advisors LLC 0.00% 400 $8K
17 Wells Fargo & Company/Mn 0.00% 34,183 $656K
18 LPL Financial LLC 0.00% 23,003 $442K
19 Raymond James Financial Inc 0.00% 18,027 $346K
20 Fifth Third Bancorp 0.00% 2,302 $44K
21 US Bancorp \de\ 0.00% 2,000 $38K
22 Allworth Financial LP 0.00% 500 $10K
23 Royal Bank of Canada 0.00% 8,631 $166K
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 Global Util & Income (GLU)

What does the Smart Money Trend signal show for GLU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GLU 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 GLU?

Slight buying edge — 56% buying: Last quarter: 10 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GLU holders?

Strong quality — 27% AUM from major funds: 5 of 23 holders rank in the top 100 by AUM, accounting for 27% 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 GLU?

70% of holders stayed for 2+ years: 16 out of 23 hedge funds have held GLU 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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