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Reaves Utility Income Fund
UTG

Overview Fund Activity

97 hedge funds and large institutions have $208M invested in Reaves Utility Income Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
28
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$1.6M
2
FFA
First Foundation Advisors
California
+$1.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$714K
4
AAM
Advisors Asset Management
Colorado
+$649K
5
LFAS
Level Four Advisory Services
Texas
+$594K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$29.1M
2
YCM
Yakira Capital Management
Connecticut
-$7.58M
3
RCM
Rivernorth Capital Management
Florida
-$6.31M
4
WAM
Wolverine Asset Management
Illinois
-$5.09M
5
COLIM
City of London Investment Management
United Kingdom
-$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.95M -$430K -14,875 -18%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.63M +$75.3K +2,604 +5%
LPL Financial
28
LPL Financial
California
$1.55M +$170K +5,873 +12%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.33M +$714K +24,703 +116%
CCP
30
Clough Capital Partners
Massachusetts
$1.32M -$5.78K -200 -0.4%
BF
31
BOK Financial
Oklahoma
$1.23M – – –
FFA
32
First Foundation Advisors
California
$1.1M +$1.1M +38,088 New
Creative Planning
33
Creative Planning
Kansas
$1.09M -$24.9K -861 -2%
SFS
34
Sowell Financial Services
Arkansas
$1.09M +$579K +18,733 +113%
ISL
35
Ingalls & Snyder LLC
New York
$1.07M +$52.1K +1,800 +5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$933K +$321K +11,088 +52%
SG
37
StoneX Group
New York
$894K -$9.66K -334 -1%
Invesco
38
Invesco
Georgia
$809K -$30.7K -1,062 -4%
Ameriprise
39
Ameriprise
Minnesota
$749K +$182K +6,314 +32%
FWM
40
Focused Wealth Management
New York
$737K -$39.6K -1,370 -5%
SPIA
41
Steward Partners Investment Advisory
New York
$737K -$12.6K -437 -2%
DC
42
Davenport & Co
Virginia
$732K -$90.5K -3,130 -11%
LFAS
43
Level Four Advisory Services
Texas
$594K +$594K +20,563 New
SCA
44
Snowden Capital Advisors
New York
$563K – – –
AG
45
Advisor Group
Arizona
$532K +$49K +1,690 +10%
PPA
46
Parametric Portfolio Associates
Washington
$512K +$512K +17,718 New
IA
47
IFP Advisors
Florida
$448K +$168K +5,817 +60%
BAM
48
Belpointe Asset Management
Nevada
$443K +$143K +4,952 +48%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$418K -$16K -554 -4%
NMC
50
Nine Masts Capital
Hong Kong
$413K +$413K +14,300 New
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