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Reaves Utility Income Fund
UTG

Overview Fund Activity

68 hedge funds and large institutions have $103M invested in Reaves Utility Income Fund in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
24
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.83M
2
Citigroup
Citigroup
New York
$1.24M
3
DA
Doliver Advisors
Texas
$810K
4
LH
Lebenthal Holdings
New York
$809K
5
JHIU
Janus Henderson Investors US
Colorado
$2.8M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$7.42M
2
YCM
Yakira Capital Management
Connecticut
$4.14M
3
COLIM
City of London Investment Management
United Kingdom
$210K
4
MIG
Mariner Investment Group
New York
$0
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$789K -$47.6K -1,586 -6%
ISL
27
Ingalls & Snyder LLC
New York
$788K – – –
Creative Planning
28
Creative Planning
Kansas
$748K +$55.9K +1,865 +8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$683K +$5.25K +175 +0.8%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$659K +$115K +3,847 +21%
TIA
31
Tiemann Investment Advisors
California
$553K +$690 +23 +0.1%
FWM
32
Focused Wealth Management
New York
$548K +$56.4K +1,881 +11%
SCA
33
Snowden Capital Advisors
New York
$507K +$507K +16,902 New
VKH
34
Virtu KCG Holdings
New York
$471K -$361K -12,026 -43%
LCM
35
Lucas Capital Management
New Jersey
$431K – – –
CCM
36
Catawba Capital Management
Virginia
$379K – – –
AIG
37
American International Group
New York
$346K +$132K +4,400 +62%
PAG
38
Private Advisor Group
New Jersey
$268K +$16.1K +538 +6%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$255K +$255K +8,493 New
VFS
40
VSR Financial Services
Kansas
$236K -$14.5K -485 -6%
COLIM
41
City of London Investment Management
United Kingdom
$210K -$4.62M -153,948 -96%
MFS
42
MSI Financial Services
Massachusetts
$208K -$29.2K -975 -12%
HCM
43
Hodges Capital Management
Texas
$201K +$201K +6,700 New
IWM
44
Integrated Wealth Management
California
$170K – – –
PCP
45
Proficio Capital Partners
Massachusetts
$152K +$35.9K +1,200 +31%
MMG
46
Monetary Management Group
Missouri
$150K +$90K +3,000 +150%
Deutsche Bank
47
Deutsche Bank
Germany
$143K – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$105K +$105K +3,501 New
LWCFA
49
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$72K – – –
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