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Reaves Utility Income Fund
UTG

Overview Fund Activity

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.

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.47%
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
1
Morgan Stanley
New York
$20.8M
2
TWM
2
Tradition Wealth Management
Minnesota
$2.74M
3
PAG
3
Private Advisor Group
New Jersey
$5.43M
4
OC
4
Oppenheimer & Co
New York
$1.09M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12.3M

Top Sellers

1
AA
1
ALPS Advisors
Colorado
$0
2
ASN
2
Advisory Services Network
Georgia
$0
3
GC
3
Guggenheim Capital
Illinois
$3.89M
4
Ameriprise
4
Ameriprise
Minnesota
$8.27M
5
WANY
5
Wealthspire Advisors (New York)
New York
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.8M – – –
WANY
27
Wealthspire Advisors (New York)
New York
$1.66M -$611K -17,394 -27%
SPIA
28
Steward Partners Investment Advisory
New York
$1.56M +$166K +4,727 +12%
GLA
29
Good Life Advisors
Pennsylvania
$1.53M -$58.9K -1,677 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.52M -$16.8K -478 -1%
SFS
31
Sowell Financial Services
Arkansas
$1.41M -$564K -16,041 -29%
BF
32
BOK Financial
Oklahoma
$1.39M – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.26M +$37.9K +1,078 +3%
SG
34
StoneX Group
New York
$1.15M -$177K -5,025 -13%
OC
35
Oppenheimer & Co
New York
$1.09M +$1.09M +30,915 New
DC
36
Davenport & Co
Virginia
$1.03M +$7.03K +200 +0.7%
KAS
37
Kestra Advisory Services
Texas
$989K +$103K +2,945 +12%
AWM
38
AE Wealth Management
Kansas
$953K +$118K +3,369 +14%
MIM
39
Merrion Investment Management
New Jersey
$878K – – –
C
40
Certuity
Florida
$867K +$473K +13,474 +120%
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$806K -$119K -3,392 -13%
AB
42
Atlas Brown
Kentucky
$798K +$16.1K +457 +2%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$792K -$6.01K -169 -0.8%
BWM
44
BerganKDV Wealth Management
Minnesota
$784K +$632 +18 +0.1%
FFWM
45
Future Financial Wealth Management
Ohio
$781K +$70.5K +2,000 +10%
SWM
46
Spire Wealth Management
Virginia
$753K +$450K +12,616 +149%
VFA
47
Valeo Financial Advisors
Indiana
$721K – – –
ASFA
48
All Season Financial Advisors
Colorado
$689K +$120K +3,404 +21%
BAM
49
Belpointe Asset Management
Nevada
$654K -$15.1K -430 -2%
KA
50
Kovack Advisors
Florida
$650K +$7.2K +205 +1%
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