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Reaves Utility Income Fund
UTG

Overview Fund Activity

69 hedge funds and large institutions have $93.1M invested in Reaves Utility Income Fund in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
18
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$2.99M
2
Citigroup
2
Citigroup
New York
$3.97M
3
DA
3
Doliver Advisors
Texas
$1.15M
4
GC
4
Guggenheim Capital
Illinois
$6.53M
5
HBWM
5
Hollow Brook Wealth Management
New York
$8M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$715K
2
Wells Fargo
2
Wells Fargo
California
$5.32M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$2.98M
4
NRS
4
Neville Rodie & Shaw
New York
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$721K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$703K -$39.1K -1,280 -5%
FWM
27
Focused Wealth Management
New York
$676K +$58.5K +1,913 +9%
SG
28
StoneX Group
New York
$587K +$587K +19,199 New
First Trust Advisors
29
First Trust Advisors
Illinois
$577K +$577K +18,890 New
SCA
30
Snowden Capital Advisors
New York
$567K +$50.7K +1,658 +10%
TIA
31
Tiemann Investment Advisors
California
$565K +$612 +20 +0.1%
AG
32
Advisor Group
Arizona
$434K +$35.3K +1,152 +9%
LCM
33
Lucas Capital Management
New Jersey
$415K – – –
CCM
34
Catawba Capital Management
Virginia
$386K – – –
Baird Financial Group
35
Baird Financial Group
Wisconsin
$320K -$351K -11,493 -52%
Invesco
36
Invesco
Georgia
$312K +$312K +10,214 New
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$240K +$240K +7,843 New
PAG
38
Private Advisor Group
New Jersey
$234K -$32.7K -1,125 -12%
MFS
39
MSI Financial Services
Massachusetts
$227K +$17.9K +587 +9%
SPC
40
Sigma Planning Corp
Michigan
$219K +$219K +7,153 New
HCM
41
Hodges Capital Management
Texas
$205K – – –
IWM
42
Integrated Wealth Management
California
$174K – – –
PCP
43
Proficio Capital Partners
Massachusetts
$155K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$150K +$30.7K +1,000 +26%
MMG
45
Monetary Management Group
Missouri
$122K – – –
WA
46
WFG Advisors
Texas
$99K – – –
LWCFA
47
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K – – –
BBHC
48
Brown Brothers Harriman & Co
New York
$76K +$76K +2,500 New
PFBT
49
Parkside Financial Bank & Trust
Missouri
$69K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$63K +$339 +11 +0.5%
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