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Reaves Utility Income Fund
UTG

Overview Fund Activity

61 hedge funds and large institutions have $73.2M invested in Reaves Utility Income Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
19
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.3M
2
GC
2
Guggenheim Capital
Illinois
$7.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.5M
4
AAM
4
Advisors Asset Management
Colorado
$4.18M
5
Wells Fargo
5
Wells Fargo
California
$3.86M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$1.13M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.45M
3
CA
3
Cornerstone Advisors
North Carolina
$2.44M
4
CL
4
CSS LLC
Illinois
$0
5
NPC
5
National Planning Corporation
California
$871K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Catawba Capital Management
Virginia
$429K -$6.01K -187 -1%
AIG
27
American International Group
New York
$413K +$127K +3,961 +45%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$402K +$89.4K +2,785 +29%
SAM
29
Silvercrest Asset Management
New York
$394K +$394K +12,264 New
First Trust Advisors
30
First Trust Advisors
Illinois
$324K -$86.1K -2,678 -21%
GWA
31
Genesis Wealth Advisors
Massachusetts
$308K +$308K +9,984 New
CAN
32
Cetera Advisor Networks
California
$284K -$33.2K -1,024 -10%
B
33
Baird
Wisconsin
$268K – – –
VFS
34
VSR Financial Services
Kansas
$243K +$10.7K +332 +5%
BFS
35
Bradley Foster & Sargent
Connecticut
$238K – – –
DA
36
Doliver Advisors
Texas
$225K +$225K +7,009 New
HCM
37
Hodges Capital Management
Texas
$220K +$220K +6,847 New
DC
38
Davenport & Co
Virginia
$201K +$201K +6,251 New
Deutsche Bank
39
Deutsche Bank
Germany
$198K – – –
CFN
40
Cordasco Financial Network
Florida
$186K – – –
Citigroup
41
Citigroup
New York
$174K +$123K +3,848 +243%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$143K – – –
MFS
43
MSI Financial Services
Massachusetts
$121K -$12.8K -399 -10%
Invesco
44
Invesco
Georgia
$106K -$104K -3,227 -50%
NES
45
New England Securities
New York
$97K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$81K – – –
WA
47
WFG Advisors
Texas
$53K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$53K +$13.3K +409 +33%
OC
49
Oakworth Capital
Alabama
$36K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$33K +$19.8K +613 +150%
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2
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