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Reaves Utility Income Fund
UTG

45 hedge funds and large institutions have $53.8M invested in Reaves Utility Income Fund in 2013 Q2 according to their latest regulatory filings, with 45 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.47% more ownership

Funds ownership: 0% → 7.47% (+7.5%)

Holders
45
Holders Change
+45
Holders Change %
–
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
26
Bradley Foster & Sargent
Connecticut
$216K +$225K +8,687 New
WA
27
WFG Advisors
Texas
$111K +$116K +4,476 New
MFS
28
MSI Financial Services
Massachusetts
$105K +$110K +4,241 New
NES
29
New England Securities
New York
$85K +$88.4K +3,415 New
Citigroup
30
Citigroup
New York
$73K +$75.9K +2,931 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$62K +$65.1K +2,514 New
Walleye Trading
32
Walleye Trading
New York
$52K +$54.6K +2,109 New
RFA
33
Reilly Financial Advisors
California
$50K +$52.5K +2,027 New
FNBT
34
FineMark National Bank & Trust
Florida
$38K +$39.7K +1,533 New
OWP
35
Obermeyer Wealth Partners
Colorado
$34K +$35.3K +1,363 New
SFSIG
36
San Francisco Sentry Investment Group
California
$33K +$34.6K +1,338 New
WRM
37
Westport Resources Management
Connecticut
$25K +$26.5K +1,022 New
CFA
38
Carroll Financial Associates
North Carolina
$21K +$22.2K +857 New
ClearBridge Investments
39
ClearBridge Investments
New York
$16K +$16K +618 New
HCM
40
Highlander Capital Management
New Jersey
$15.4K +$16K +618 New
M&T Bank
41
M&T Bank
New York
$13K +$13.2K +511 New
WF
42
WealthTrust Fairport
Ohio
$13K +$13.2K +511 New
IFWM
43
Institute for Wealth Management
Colorado
$7K +$7.53K +291 New
TRCT
44
Tower Research Capital (TRC)
New York
$3K +$3.24K +125 New
AIG
45
American International Group
New York
$1.78K +$1.86K +72 New
1
2

UTG Hedge Fund Activity: Q2 2013 in Review

45 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q2 2013, worth a combined $53.8M.

Buyers outnumbered sellers: 45 funds opened new UTG positions and 0 closed out — a net gain of 45 holders — while 0 added to existing stakes and 0 trimmed.

  • 45 institutional investors held Reaves Utility Income Fund (UTG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $53.8M of Reaves Utility Income Fund stock for Q2 2013.
  • 45 funds opened new Reaves Utility Income Fund positions in Q2 2013 and 0 closed out, a net change of +45 holders.

Based on aggregated 13F filings for Q2 2013.