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Reaves Utility Income Fund
UTG

160 hedge funds and large institutions have $227M invested in Reaves Utility Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more capital invested

Capital invested by funds: $226M → $227M (+$1.48M)

0% more funds holding

Funds holding: 160 → 160 (0)

0.16% less ownership

Funds ownership: 9.87% → 9.71% (-0.16%)

Holders
160
Holders Change
–
Holders Change %
0%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
59
Reduced
29
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.44M
2
DA
Doliver Advisors
Texas
+$1.38M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.31M
4
RJA
Raymond James & Associates
Florida
+$1.02M
5
Bank of America
Bank of America
North Carolina
+$957K

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
-$1.42M
2
SFS
Sowell Financial Services
Arkansas
-$1.41M
3
C
Certuity
Florida
-$867K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$861K
5
ASFA
All Season Financial Advisors
Colorado
-$689K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.86M -$71K -2,140 -4%
IWA
27
IBEX Wealth Advisors
New Jersey
$1.85M -$269K -8,098 -13%
GLA
28
Good Life Advisors
Pennsylvania
$1.6M +$91.8K +2,766 +6%
SPIA
29
Steward Partners Investment Advisory
New York
$1.54M +$11.7K +353 +0.8%
DA
30
Doliver Advisors
Texas
$1.44M +$1.38M +41,597 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$135K +4,058 +11%
BF
32
BOK Financial
Oklahoma
$1.37M – – –
KAS
33
Kestra Advisory Services
Texas
$1.21M +$223K +6,725 +24%
SG
34
StoneX Group
New York
$1.08M -$57.3K -1,727 -5%
OC
35
Oppenheimer & Co
New York
$1.07M – – –
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$1.05M +$285K +8,593 +39%
MIM
37
Merrion Investment Management
New Jersey
$864K – – –
AWM
38
AE Wealth Management
Kansas
$846K -$89K -2,682 -10%
FFWM
39
Future Financial Wealth Management
Ohio
$812K +$44K +1,326 +6%
SVWAG
40
Sound View Wealth Advisors Group
Georgia
$794K +$265 +8 +0%
AB
41
Atlas Brown
Kentucky
$790K +$4.91K +148 +0.7%
VFA
42
Valeo Financial Advisors
Indiana
$709K – – –
BAM
43
Belpointe Asset Management
Nevada
$709K +$62.2K +1,875 +10%
AIA
44
Armor Investment Advisors
North Carolina
$665K +$107K +3,211 +20%
WWM
45
Western Wealth Management
Colorado
$660K +$633K +19,088 New
HEIP
46
Hudson Edge Investment Partners
New Jersey
$643K +$72.6K +2,187 +13%
Creative Planning
47
Creative Planning
Kansas
$641K +$15.2K +459 +3%
CF
48
Centaurus Financial
California
$621K +$1.86K +56 +0.3%
AWS
49
Atria Wealth Solutions
New York
$611K +$586K +17,672 New
DC
50
Davenport & Co
Virginia
$602K -$395K -11,914 -41%
1
2
3 4 5

UTG Hedge Fund Activity: Q1 2022 in Review

160 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q1 2022, worth a combined $227M — up 0.65% from $226M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UTG positions and 23 closed out — a net gain of 3 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.44M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.42M.

  • 160 institutional investors held Reaves Utility Income Fund (UTG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $227M of Reaves Utility Income Fund stock for Q1 2022, up 0.65% quarter-over-quarter.
  • 26 funds opened new Reaves Utility Income Fund positions in Q1 2022 and 23 closed out, a net change of +3 holders.
  • The largest Reaves Utility Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $1.44M added.
  • The largest Reaves Utility Income Fund seller in Q1 2022 was Ahrens Investment Partners, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2022.