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Reaves Utility Income Fund
UTG

Overview Fund Activity

130 hedge funds and large institutions have $188M invested in Reaves Utility Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
51
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
Guild Investment Management
California
+$2.58M
2
Bank of America
Bank of America
North Carolina
+$2.05M
3
Wells Fargo
Wells Fargo
California
+$762K
4
CNB
Camden National Bank
Maine
+$645K
5
UBS Group
UBS Group
Switzerland
+$639K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.96M
2
AAM
Advisors Asset Management
Colorado
-$1.62M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.11M
4
GC
Guggenheim Capital
Illinois
-$903K
5
WAM
Weiss Asset Management
Massachusetts
-$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.81M +$274K +7,386 +18%
YCM
27
Yakira Capital Management
Connecticut
$1.78M – – –
BF
28
BOK Financial
Oklahoma
$1.57M – – –
ISL
29
Ingalls & Snyder LLC
New York
$1.35M -$57.4K -1,550 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.33M -$1.11M -30,046 -46%
Creative Planning
31
Creative Planning
Kansas
$1.29M +$201K +5,412 +18%
SG
32
StoneX Group
New York
$1.29M -$106K -2,850 -8%
DC
33
Davenport & Co
Virginia
$1.2M +$79.1K +2,135 +7%
AG
34
Advisor Group
Arizona
$1.17M +$22.3K +601 +2%
SVWAG
35
Sound View Wealth Advisors Group
Georgia
$1.12M -$46.2K -1,247 -4%
AIP
36
Ahrens Investment Partners
Louisiana
$1.09M -$96.3K -2,600 -8%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.08M +$248K +6,681 +30%
RIA
38
Realta Investment Advisors
Delaware
$1.07M +$134K +3,650 +14%
AWM
39
AE Wealth Management
Kansas
$887K +$401K +10,829 +83%
BCM
40
Brookstone Capital Management
Illinois
$732K +$2.15K +58 +0.3%
BAM
41
Belpointe Asset Management
Nevada
$686K +$86.4K +2,333 +14%
CAN
42
Cetera Advisor Networks
California
$668K +$39K +1,055 +6%
CNB
43
Camden National Bank
Maine
$645K +$645K +17,398 New
FFA
44
First Foundation Advisors
California
$601K -$13.9K -374 -2%
BWM
45
BerganKDV Wealth Management
Minnesota
$556K +$556K +15,000 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$537K +$235K +6,343 +78%
VWM
47
Vigilare Wealth Management
Arizona
$533K +$533K +13,950 New
NRS
48
Neville Rodie & Shaw
New York
$497K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$491K +$48.8K +1,312 +11%
FI
50
FormulaFolio Investments
Michigan
$485K -$326K -8,798 -40%
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