Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gabelli Util Tr (GUT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — GUT

Based on 93 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 GUT 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
93 funds currently hold this stock — 91% of the 3.0-year high of 102 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

42 buying38 selling
Last quarter: 42 funds bought or added vs 38 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 18 → 15 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 24% new
54 out of 93 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

8 → 17 → 18 → 15 → 8 new funds/Q
New funds entering each quarter: 17 → 18 → 15 → 8. 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.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Of 93 current holders: 58 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
10 of 93 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — GUT

In 2026 Q1, 42 hedge funds were net buyers of GUT (8 opened a new position, 34 added to an existing one), while 38 reduced or exited (21 trimmed, 17 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 34% of total institutional value in GUT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 93.

Hedge Fund Ownership: GUT

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

Market Analysis: GUT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GUT

-- --

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

Is It Too Late to Buy Gabelli Util Tr (GUT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GUT 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 · 78d ago
GUT
+4.3%
XLF
+1220.3%

GUT outperformed XLF by -1216.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
GUT
+1.9%
XLF
+4.8%

Since the filing became public, GUT outperformed XLF by -2.9% .

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
0.5
/ 10
conviction
Hedge Fund Positioning: GUT
93 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 93 102 -8.82%
13F Shares 7M 7M 5.06%
Total Value $39M $43M -8.79%
New Positions 8 15 -7
Increased Positions 34 31 +3
Closed Positions 17 11 +6
Reduced Positions 21 20 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GUT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

93 + 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:
Top 25 GUT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Plus Group Wealth Advisors LLC 1.19% 179,271 $1.1M
2 Arlington Capital Management, Inc. 0.50% 147,065 $890K
3 Balboa Wealth Partners 0.11% 113,258 $685K
4 Wealth Quarterback LLC 0.11% 47,101 $285K
5 Zinnia Wealth Advisory, LLC 0.10% 15,017 $91K
6 Pines Wealth Management, LLC 0.10% 50,000 $302K
7 IFG Advisory, LLC 0.09% 5,143 $31K
8 Valley Brook Capital Group, Inc. 0.09% 21,000 $127K
9 Piedmont Capital Management, LLC 0.08% 24,977 $150K
10 Cascade Investment Group, INC. 0.07% 17,762 $107K
11 Balefire, LLC 0.06% 55,844 $338K
12 Virtue Capital Management, LLC 0.05% 57,365 $340K
13 Core Wealth Advisors, Inc. 0.05% 34,623 $209K
14 Eagle Wealth Strategies LLC 0.05% 18,138 $110K
15 Leverty Financial Group, LLC 0.04% 31,267 $189K
16 Register Financial Advisors LLC 0.04% 16,885 $102K
17 International Assets Investment Management, LLC 0.04% 89,631 $537K
18 Ameriflex Group, INC. 0.03% 9,600 $58K
19 Accurate Wealth Management, LLC 0.03% 35,098 $214K
20 CoreCap Advisors, LLC 0.02% 99,791 $604K
21 Gamco Investors, INC. Et Al 0.02% 331,023 $2.0M
22 Bison Wealth, LLC 0.02% 31,521 $199K
23 Kovack Advisors, Inc. 0.02% 52,049 $315K
24 Nations Financial Group Inc, /Ia/ /Adv 0.02% 52,741 $319K
25 Herold Advisors, Inc. 0.01% 11,212 $68K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their GUT 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 GUT?

Slight buying edge — 52% buying: Last quarter: 42 funds bought or added vs 38 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 GUT holders?

Strong quality — 34% AUM from major funds: 10 of 93 holders rank in the top 100 by AUM, accounting for 34% 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?

58% of holders stayed for 2+ years: 54 out of 93 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.

Is it too late to buy Gabelli Util Tr (GUT) following the 2026 Q1 hedge fund 13F filings?

As of today, GUT has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), GUT has gained +4.3% vs +1220.3% 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.

Full history →