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Reaves Utility Income Fund
UTG

160 hedge funds and large institutions have $226M invested in Reaves Utility Income Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $202M → $226M (+$24M)

6% more funds holding

Funds holding: 151 → 160 (+9)

1.18% less ownership

Funds ownership: 11.05% → 9.87% (-1.2%)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
59
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.61M
2
TWM
Tradition Wealth Management
Minnesota
+$1.19M
3
PAG
Private Advisor Group
New Jersey
+$1.12M
4
OC
Oppenheimer & Co
New York
+$1.04M
5
Osaic Holdings
Osaic Holdings
Arizona
+$681K

Top Sellers

1
AA
ALPS Advisors
Colorado
-$9.66M
2
ASN
Advisory Services Network
Georgia
-$1.2M
3
GC
Guggenheim Capital
Illinois
-$666K
4
Ameriprise
Ameriprise
Minnesota
-$623K
5
WANY
Wealthspire Advisors (New York)
New York
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.8M – – –
WANY
27
Wealthspire Advisors (New York)
New York
$1.66M -$586K -17,394 -27%
SPIA
28
Steward Partners Investment Advisory
New York
$1.56M +$159K +4,727 +12%
GLA
29
Good Life Advisors
Pennsylvania
$1.53M -$56.5K -1,677 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.52M -$16.1K -478 -1%
SFS
31
Sowell Financial Services
Arkansas
$1.41M -$540K -16,041 -29%
BF
32
BOK Financial
Oklahoma
$1.39M – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.26M +$36.3K +1,078 +3%
SG
34
StoneX Group
New York
$1.15M -$169K -5,025 -13%
OC
35
Oppenheimer & Co
New York
$1.08M +$1.04M +30,915 New
DC
36
Davenport & Co
Virginia
$1.03M +$6.74K +200 +0.7%
KAS
37
Kestra Advisory Services
Texas
$989K +$99.2K +2,945 +12%
AWM
38
AE Wealth Management
Kansas
$953K +$113K +3,369 +14%
MIM
39
Merrion Investment Management
New Jersey
$878K – – –
C
40
Certuity
Florida
$867K +$454K +13,474 +120%
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$806K -$114K -3,392 -13%
AB
42
Atlas Brown
Kentucky
$798K +$15.4K +457 +2%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$792K -$5.69K -169 -0.8%
BWM
44
BerganKDV Wealth Management
Minnesota
$784K +$606 +18 +0.1%
FFWM
45
Future Financial Wealth Management
Ohio
$781K +$67.4K +2,000 +10%
SWM
46
Spire Wealth Management
Virginia
$753K +$425K +12,616 +149%
VFA
47
Valeo Financial Advisors
Indiana
$721K – – –
ASFA
48
All Season Financial Advisors
Colorado
$689K +$115K +3,404 +21%
BAM
49
Belpointe Asset Management
Nevada
$654K -$14.5K -430 -2%
KA
50
Kovack Advisors
Florida
$650K +$6.91K +205 +1%
1
2
3 4 5

UTG Hedge Fund Activity: Q4 2021 in Review

160 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2021, worth a combined $226M — up 12% from $202M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UTG positions and 16 closed out — a net gain of 13 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was ALPS Advisors, exiting entirely with an estimated $9.66M sold.

  • 160 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2021, up from 151 in Q3 2021.
  • Funds reported $226M of Reaves Utility Income Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 29 funds opened new Reaves Utility Income Fund positions in Q4 2021 and 16 closed out, a net change of +13 holders.
  • The largest Reaves Utility Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.61M added.
  • The largest Reaves Utility Income Fund seller in Q4 2021 was ALPS Advisors, an estimated $9.66M sold.

Based on aggregated 13F filings for Q4 2021.