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Reaves Utility Income Fund
UTG

Overview Fund Activity

68 hedge funds and large institutions have $96.8M invested in Reaves Utility Income Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
18
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$2.74M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.41M
3
Citigroup
3
Citigroup
New York
$2.01M
4
Wells Fargo
4
Wells Fargo
California
$7.53M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.8M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
LPL Financial
2
LPL Financial
California
$2.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.8M
4
GC
4
Guggenheim Capital
Illinois
$5.98M
5
AAM
5
Advisors Asset Management
Colorado
$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$713K – – –
FWM
27
Focused Wealth Management
New York
$656K +$62.1K +1,914 +10%
TIA
28
Tiemann Investment Advisors
California
$599K +$649 +20 +0.1%
SCA
29
Snowden Capital Advisors
New York
$549K – – –
LCM
30
Lucas Capital Management
New Jersey
$441K -$26K -800 -6%
AG
31
Advisor Group
Arizona
$421K +$421K +13,025 New
CCM
32
Catawba Capital Management
Virginia
$410K – – –
LH
33
Lebenthal Holdings
New York
$390K -$487K -14,980 -56%
LAM
34
Lebenthal Asset Management
New York
$390K +$390K +12,000 New
AAM
35
Advisors Asset Management
Colorado
$347K -$1.44M -44,268 -81%
PAG
36
Private Advisor Group
New Jersey
$298K +$7.44K +229 +3%
MFS
37
MSI Financial Services
Massachusetts
$222K -$2.85K -88 -1%
HCM
38
Hodges Capital Management
Texas
$218K – – –
BFS
39
Bradley Foster & Sargent
Connecticut
$205K +$205K +6,320 New
IWM
40
Integrated Wealth Management
California
$184K – – –
PCP
41
Proficio Capital Partners
Massachusetts
$163K – – –
Deutsche Bank
42
Deutsche Bank
Germany
$155K – – –
MMG
43
Monetary Management Group
Missouri
$130K -$32.5K -1,000 -20%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$126K +$47.9K +1,476 +61%
WA
45
WFG Advisors
Texas
$105K +$48.7K +1,500 +87%
LWCFA
46
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81K – – –
PFBT
47
Parkside Financial Bank & Trust
Missouri
$74K +$74K +2,268 New
WRM
48
Westport Resources Management
Connecticut
$71K +$71K +2,176 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$66K -$47.5K -1,465 -42%
EWM
50
Evercore Wealth Management
New York
$65K – – –
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