Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gabelli Global Util & Income (GLU)

21 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — GLU

Based on 21 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their GLU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
21 funds currently hold this stock — 91% of the 3.0-year high of 23 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+11% 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 — 52% buying

12 buying11 selling
Last quarter: 12 funds bought or added vs 11 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 — ~5 new funds per quarter

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

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 14% medium ■ 14% new
15 out of 21 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 — ~5 new funds/quarter

0 → 3 → 1 → 6 → 5 new funds/Q
New funds entering each quarter: 3 → 1 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 81% veterans vs 14% newcomers

■ 81% veterans ■ 5% 1-2yr ■ 14% new
Entry-cohort mix of 21 holders: 17 (81%) are 2+ year veterans, 1 entered 1–2 years ago, and 3 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
5 of 21 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 12 hedge funds were net buyers of GLU (5 opened a new position, 7 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 30% of total institutional value in GLU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 21.

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

-- --

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

Is It Too Late to Buy Gabelli Global Util & Income (GLU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GLU has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
GLU
-2.0%
XLF
+126.6%

GLU outperformed XLF by -128.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
GLU
-3.3%
XLF
+96.2%

Since the filing became public, GLU outperformed XLF by -99.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: GLU
21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 22 -4.55%
13F Shares 1M 1M -0.17%
Total Value $22M $22M 0.42%
New Positions 5 6 -1
Increased Positions 7 8 -1
Closed Positions 6 3 +3
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLU

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

21 + 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 21 GLU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GABELLI & Co INVESTMENT ADVISERS, INC. 1.38% 486,810 $9.3M
2 Advisortrust Partners, LLC 0.53% 66,622 $1.3M
3 Live Oak Private Wealth LLC 0.05% 19,318 $370K
4 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% 18,845 $361K
5 SeaCrest Wealth Management, LLC 0.02% 10,075 $193K
6 Sigma Planning Corp 0.01% 14,232 $273K
7 Private Advisor Group, LLC 0.01% 77,270 $1.5M
8 International Assets Investment Management, LLC 0.00% 2,783 $54K
9 Osaic Holdings, INC. 0.00% 93,889 $1.8M
10 Highline Wealth Partners LLC 0.00% 150 $3K
11 Creative Financial Designs Inc /Adv 0.00% 533 $10K
12 Wolverine Asset Management LLC 0.00% 2,532 $48K
13 UBS Group AG 0.00% 92,667 $1.8M
14 Morgan Stanley 0.00% 177,208 $3.4M
15 LPL Financial LLC 0.00% 39,785 $762K
16 Ancora Advisors LLC 0.00% 400 $8K
17 Wells Fargo & Company/Mn 0.00% 34,715 $665K
18 Raymond James Financial Inc 0.00% 17,275 $331K
19 Fifth Third Bancorp 0.00% 2,280 $44K
20 US Bancorp \de\ 0.00% 2,000 $38K
21 Royal Bank of Canada 0.00% 10,048 $192K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GLU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GLU?

Slight buying edge — 52% buying: Last quarter: 12 funds bought or added vs 11 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 — 30% AUM from major funds: 5 of 21 holders rank in the top 100 by AUM, accounting for 30% 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?

71% of holders stayed for 2+ years: 15 out of 21 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.

Is it too late to buy Gabelli Global Util & Income (GLU) following the 2026 Q1 hedge fund 13F filings?

As of today, GLU has moved -3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.2% for the XLF sector ETF — an outperformance of -99.5%. Since the quarter end (March 31, 2026), GLU has gained -2.0% vs +126.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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