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Reaves Utility Income Fund
UTG

Overview Fund Activity

55 hedge funds and large institutions have $61.9M invested in Reaves Utility Income Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
22
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.91M
2
GC
2
Guggenheim Capital
Illinois
$4.14M
3
HBWM
3
Hollow Brook Wealth Management
New York
$2.89M
4
YCM
4
Yakira Capital Management
Connecticut
$4.01M
5
AAM
5
Advisors Asset Management
Colorado
$2.95M

Top Sellers

1
Invesco
1
Invesco
Georgia
$185K
2
NPC
2
National Planning Corporation
California
$1.3M
3
CA
3
Cornerstone Advisors
North Carolina
$3.28M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
FAAS
5
First Allied Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Catawba Capital Management
Virginia
$384K – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$362K +$7.55K +266 +2%
FWM
28
Focused Wealth Management
New York
$337K -$7.47K -263 -2%
CAN
29
Cetera Advisor Networks
California
$278K +$278K +9,786 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$277K -$18.7K -658 -6%
AIG
31
American International Group
New York
$252K +$197K +6,945 +360%
B
32
Baird
Wisconsin
$237K – – –
BFS
33
Bradley Foster & Sargent
Connecticut
$210K – – –
VFS
34
VSR Financial Services
Kansas
$205K +$205K +7,231 New
Invesco
35
Invesco
Georgia
$185K -$1.62M -57,046 -90%
Deutsche Bank
36
Deutsche Bank
Germany
$175K – – –
CFN
37
Cordasco Financial Network
Florida
$164K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$127K +$58.4K +2,045 +85%
MFS
39
MSI Financial Services
Massachusetts
$118K +$510 +18 +0.4%
NES
40
New England Securities
New York
$86K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$71K – – –
WA
42
WFG Advisors
Texas
$46K – – –
Citigroup
43
Citigroup
New York
$45K +$1.36K +48 +3%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$35K +$21.6K +757 +161%
OC
45
Oakworth Capital
Alabama
$32K – – –
SFSIG
46
San Francisco Sentry Investment Group
California
$29K – – –
CFA
47
Carroll Financial Associates
North Carolina
$26K – – –
HCM
48
Highlander Capital Management
New Jersey
$17.6K – – –
GT
49
Glenmede Trust
Pennsylvania
$14K – – –
NFG
50
Next Financial Group
Texas
$13K +$13K +459 New
1
2
3