We are live on ! Find out more
UTG icon

Reaves Utility Income Fund

68 hedge funds and large institutions have $80.8M invested in Reaves Utility Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 8.04%7.27% (-0.77%)

5% less capital invested

Capital invested by funds: $84.8M → $80.8M (-$3.97M)

7% less funds holding

Funds holding: 7368 (-5)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
17
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$588K -$13.1K -400 -2%
Invesco
27
Invesco
Georgia
$475K +$10.3K +314 +2%
DA
28
Doliver Advisors
Texas
$442K +$446K +13,640 New
LCM
29
Lucas Capital Management
New Jersey
$440K
AG
30
Advisor Group
Arizona
$415K -$3.92K -120 -0.9%
FHA
31
Flagship Harbor Advisors
Massachusetts
$403K
CCM
32
Catawba Capital Management
Virginia
$396K
TIA
33
Tiemann Investment Advisors
California
$357K -$244K -7,479 -40%
YCM
34
Yakira Capital Management
Connecticut
$347K -$2.94M -89,800 -89%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$336K -$9.81K -300 -3%
DC
36
Davenport & Co
Virginia
$306K -$6.54K -200 -2%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$252K +$59.3K +1,815 +30%
NRS
38
Neville Rodie & Shaw
New York
$240K
SWP
39
Stratos Wealth Partners
Ohio
$240K
SPC
40
Sigma Planning Corp
Michigan
$236K -$9.77K -299 -4%
HCM
41
Hodges Capital Management
Texas
$218K +$1.08K +33 +0.5%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$206K +$208K +6,366 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$198K +$19.6K +600 +11%
Citigroup
44
Citigroup
New York
$192K -$8.17K -250 -4%
IA
45
IFP Advisors
Florida
$192K +$148K +4,526 +323%
PCP
46
Proficio Capital Partners
Massachusetts
$176K
WA
47
WFG Advisors
Texas
$72K -$32.7K -1,000 -31%
EWM
48
Evercore Wealth Management
New York
$65K
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$55K
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K -$30.9K -945 -38%