Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

GABELLI UTIL TR (GUT)

100 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — GUT

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (100% of max)

100% of all-time peak
100 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

46 buying31 selling
Last quarter: 46 funds were net buyers (15 opened a brand new position + 31 added to an existing one). Only 31 were sellers (20 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 17 → 18 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 15% medium ■ 27% new
58 out of 100 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.
📈

Growing discovery — still being found

14 → 8 → 17 → 18 → 15 new funds/Q
New funds entering each quarter: 8 → 17 → 18 → 15. A growing number of institutions are discovering GUT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 7% 1-2yr ■ 31% new
Of 100 current holders: 62 (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 — 29% AUM from major funds

29% from top-100 AUM funds
10 of 100 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: GUT
2026 Q1 Stats Unlock in 20 days 100 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 96 4.17%
13F Shares 7M 7M 2.4%
Total Value $43M $41M 4.35%
New Positions 15 18 -3
Increased Positions 31 26 +5
Closed Positions 11 12 -1
Reduced Positions 20 21 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GUT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

100 + investors

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

Top 25 institutional holders of GUT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Plus Group Wealth Advisors LLC 1.19% 179,271 $1.1M
2 Balboa Wealth Partners 0.11% 113,258 $685K
3 Wealth Quarterback LLC 0.11% 47,101 $285K
4 Pines Wealth Management, LLC 0.10% 50,000 $302K
5 EAGLE WEALTH STRATEGIES LLC 0.05% 18,138 $110K
6 Leverty Financial Group, LLC 0.04% 31,267 $189K
7 Register Financial Advisors LLC 0.04% 16,885 $102K
8 Accurate Wealth Management, LLC 0.03% 35,098 $214K
9 CoreCap Advisors, LLC 0.02% 99,791 $604K
10 WEDBUSH SECURITIES INC 0.02% 94,087 —
11 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% 52,741 $319K
12 RKL Wealth Management LLC 0.01% 25,000 $151K
13 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 1,278,764 $7.7M
14 SILVER OAK SECURITIES, INCORPORATED 0.01% 20,546 $124K
15 MOTCO 0.01% 14,277 $86K
16 PFG Investments, LLC 0.00% 17,169 $104K
17 Dynamic Advisor Solutions LLC 0.00% 19,382 $117K
18 Plancorp, LLC 0.00% 19,652 $120K
19 Stratos Wealth Partners, LTD. 0.00% 42,687 $258K
20 Janney Montgomery Scott LLC 0.00% 138,486 —
21 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% 13,500 $82K
22 NBC SECURITIES, INC. 0.00% 1,929 $12K
23 FARMERS & MERCHANTS INVESTMENTS INC 0.00% 4,344 $26K
24 HIGHLINE WEALTH PARTNERS LLC 0.00% 380 $2K
25 AdvisorNet Financial, Inc 0.00% 1,513 $9K
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 60% buying: Last quarter: 46 funds were net buyers (15 opened a brand new position + 31 added to an existing one). Only 31 were sellers (20 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GUT holders?

Strong quality — 29% AUM from major funds: 10 of 100 holders rank in the top 100 by AUM, accounting for 29% 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: 58 out of 100 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.

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.