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Reaves Utility Income Fund
UTG

Overview Fund Activity

55 hedge funds and large institutions have $68.3M invested in Reaves Utility Income Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBWM
1
Hollow Brook Wealth Management
New York
$8.89M
2
CRC
2
Curi RMB Capital
Illinois
$1.03M
3
Wells Fargo
3
Wells Fargo
California
$4.49M
4
GC
4
Guggenheim Capital
Illinois
$7.6M
5
DA
5
Doliver Advisors
Texas
$625K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$8.68M
3
AIM
3
Assured Investment Management
New York
$542K
4
NPC
4
National Planning Corporation
California
$0
5
AAM
5
Advisors Asset Management
Colorado
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
Focused Wealth Management
New York
$453K +$34.3K +1,158 +8%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$443K +$311K +10,526 +237%
LCM
28
Lucas Capital Management
New Jersey
$435K – – –
CCM
29
Catawba Capital Management
Virginia
$395K – – –
IWM
30
Integrated Wealth Management
California
$383K +$383K +12,959 New
GWA
31
Genesis Wealth Advisors
Massachusetts
$296K – – –
First Trust Advisors
32
First Trust Advisors
Illinois
$281K -$17.9K -603 -6%
VFS
33
VSR Financial Services
Kansas
$268K +$43.9K +1,482 +20%
B
34
Baird
Wisconsin
$247K – – –
HCM
35
Hodges Capital Management
Texas
$203K – – –
MFS
36
MSI Financial Services
Massachusetts
$192K +$80.8K +2,733 +73%
Deutsche Bank
37
Deutsche Bank
Germany
$183K – – –
EWM
38
Evercore Wealth Management
New York
$182K +$182K +6,132 New
Citigroup
39
Citigroup
New York
$171K +$10.3K +347 +6%
CFN
40
Cordasco Financial Network
Florida
$104K -$67.1K -2,267 -39%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$59K +$40.9K +1,380 +225%
WA
42
WFG Advisors
Texas
$48K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$35K -$14.1K -470 -29%
OC
44
Oakworth Capital
Alabama
$33K – – –
PCM
45
Parsons Capital Management
Rhode Island
$30K – – –
HCM
46
Highlander Capital Management
New Jersey
$18K – – –
CFA
47
Carroll Financial Associates
North Carolina
$17K – – –
TFA
48
Transamerica Financial Advisors
Florida
$16K – – –
GT
49
Glenmede Trust
Pennsylvania
$15K – – –
IC
50
Intersect Capital
California
$13K -$12.3K -425 -49%
1
2
3