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Reaves Utility Income Fund
UTG

Overview Fund Activity

121 hedge funds and large institutions have $180M invested in Reaves Utility Income Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
40
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
$4.65M
2
Bank of America
Bank of America
North Carolina
$24.2M
3
WAM
Weiss Asset Management
Massachusetts
$795K
4
DA
Doliver Advisors
Texas
$729K
5
UBS Group
UBS Group
Switzerland
$5.36M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$5.91M
2
YCM
Yakira Capital Management
Connecticut
$1.76M
3
WHRC
W.H. Reaves & Co
New Jersey
$4.42M
4
FFA
First Foundation Advisors
California
$609K
5
ACA
Aptus Capital Advisors
Alabama
$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
26
Yakira Capital Management
Connecticut
$1.76M -$2.22M -60,570 -56%
BF
27
BOK Financial
Oklahoma
$1.56M – – –
SPIA
28
Steward Partners Investment Advisory
New York
$1.52M +$499K +13,590 +49%
ISL
29
Ingalls & Snyder LLC
New York
$1.39M – – –
SG
30
StoneX Group
New York
$1.37M +$4.19K +114 +0.3%
AIP
31
Ahrens Investment Partners
Louisiana
$1.18M +$721K +19,650 +157%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$1.16M +$18.4K +500 +2%
AG
33
Advisor Group
Arizona
$1.13M +$352K +9,588 +45%
DC
34
Davenport & Co
Virginia
$1.08M – – –
Creative Planning
35
Creative Planning
Kansas
$1.08M +$9.14K +249 +0.9%
RIA
36
Realta Investment Advisors
Delaware
$938K -$27.6K -750 -3%
MML Investors Services
37
MML Investors Services
Massachusetts
$826K +$473K +12,880 +134%
FI
38
FormulaFolio Investments
Michigan
$803K +$591K +16,101 +279%
WAM
39
Weiss Asset Management
Massachusetts
$795K +$795K +21,650 New
HCM
40
Hodges Capital Management
Texas
$780K +$6.61K +180 +0.9%
DA
41
Doliver Advisors
Texas
$729K +$729K +20,215 New
BCM
42
Brookstone Capital Management
Illinois
$722K -$23K -627 -3%
CAN
43
Cetera Advisor Networks
California
$623K +$101K +2,749 +19%
BL
44
Balentine LLC
Georgia
$613K -$110K -3,000 -15%
FFA
45
First Foundation Advisors
California
$609K -$1.1M -30,045 -64%
BAM
46
Belpointe Asset Management
Nevada
$594K +$113K +3,070 +23%
SPC
47
Sigma Planning Corp
Michigan
$565K -$28.6K -778 -5%
APP
48
Avantax Planning Partners
Iowa
$551K – – –
NRS
49
Neville Rodie & Shaw
New York
$492K – – –
AWM
50
AE Wealth Management
Kansas
$481K +$481K +13,097 New
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