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Reaves Utility Income Fund
UTG

Overview Fund Activity

96 hedge funds and large institutions have $184M invested in Reaves Utility Income Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
36
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$1.13M
2
Bank of America
Bank of America
North Carolina
+$1.06M
3
Cohen & Steers
Cohen & Steers
New York
+$1.02M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.01M
5
HBWM
Hollow Brook Wealth Management
New York
+$997K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$12.2M
2
RCM
Rivernorth Capital Management
Florida
-$8.02M
3
COLIM
City of London Investment Management
United Kingdom
-$6.78M
4
YCM
Yakira Capital Management
Connecticut
-$6.63M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
26
BOK Financial
Oklahoma
$1.3M – – –
Creative Planning
27
Creative Planning
Kansas
$1.22M +$63.5K +2,072 +5%
FFA
28
First Foundation Advisors
California
$1.15M -$20K -651 -2%
ISL
29
Ingalls & Snyder LLC
New York
$1.13M -$9.2K -300 -0.8%
SFS
30
Sowell Financial Services
Arkansas
$1.11M +$28.6K +931 +3%
SG
31
StoneX Group
New York
$963K +$15.5K +506 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$882K -$107K -3,500 -11%
Ameriprise
33
Ameriprise
Minnesota
$862K +$67.1K +2,186 +8%
FWM
34
Focused Wealth Management
New York
$807K +$25.4K +828 +3%
SPIA
35
Steward Partners Investment Advisory
New York
$785K +$3.28K +107 +0.4%
DC
36
Davenport & Co
Virginia
$766K -$10.2K -333 -1%
IA
37
IFP Advisors
Florida
$729K +$254K +8,275 +53%
BAM
38
Belpointe Asset Management
Nevada
$652K +$182K +5,930 +39%
Invesco
39
Invesco
Georgia
$641K -$217K -7,070 -25%
LFAS
40
Level Four Advisory Services
Texas
$630K – – –
DWM
41
Dynasty Wealth Management
Florida
$621K +$230K +7,510 +59%
SCA
42
Snowden Capital Advisors
New York
$597K – – –
NMC
43
Nine Masts Capital
Hong Kong
$579K +$141K +4,600 +32%
AG
44
Advisor Group
Arizona
$569K +$7.29K +238 +1%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$488K +$40.6K +1,312 +9%
CRWM
46
Castle Rock Wealth Management
California
$449K +$449K +14,562 New
NRS
47
Neville Rodie & Shaw
New York
$411K – – –
FHA
48
Flagship Harbor Advisors
Massachusetts
$389K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$378K -$5.15K -168 -1%
HCM
50
Hodges Capital Management
Texas
$364K +$126K +4,100 +53%
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