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Reaves Utility Income Fund
UTG

154 hedge funds and large institutions have $454M invested in Reaves Utility Income Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more capital invested

Capital invested by funds: $188M → $454M (+$266M)

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

6% more funds holding

Funds holding: 145 → 154 (+9)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0.2% more ownership

Funds ownership: 10.21% → 10.4% (+0.2%)

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
48
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
+$3.51M
2
WAM
Weiss Asset Management
Massachusetts
+$2.1M
3
Bank of America
Bank of America
North Carolina
+$1.35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$822K
5
OC
Oppenheimer & Co
New York
+$751K

Top Sellers

Rank Fund Capital Flow
1
PA
Paralel Advisors
Colorado
-$7.12M
2
Cohen & Steers
Cohen & Steers
New York
-$416K
3
LPL Financial
LPL Financial
California
-$350K
4
RWM
Ritholtz Wealth Management
New York
-$331K
5
TWM
Tradition Wealth Management
Minnesota
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
26
Good Life Advisors
Pennsylvania
$1.96M +$739K +26,241 +61%
TWM
27
Tradition Wealth Management
Minnesota
$1.83M -$302K -10,727 -14%
IWA
28
IBEX Wealth Advisors
New Jersey
$1.44M -$59.8K -2,124 -4%
SPIA
29
Steward Partners Investment Advisory
New York
$1.34M -$29.8K -1,059 -2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$46.4K -1,649 -4%
OC
31
Oppenheimer & Co
New York
$1.15M +$751K +26,671 +190%
KAS
32
Kestra Advisory Services
Texas
$1.15M -$135K -4,807 -11%
WANY
33
Wealthspire Advisors (New York)
New York
$1.14M -$58.2K -2,069 -5%
SWP
34
Semus Wealth Partners
Florida
$955K +$951K +33,772 New
AWS
35
Atria Wealth Solutions
New York
$884K -$77.6K -2,758 -8%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$876K -$88K -3,126 -9%
CC
37
Claybrook Capital
Massachusetts
$860K +$378K +13,410 +79%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$826K +$822K +29,216 New
AWM
39
AE Wealth Management
Kansas
$803K +$63K +2,239 +9%
BCM
40
Brookstone Capital Management
Illinois
$763K +$79.9K +2,838 +12%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$727K +$242K +8,613 +50%
First Trust Advisors
42
First Trust Advisors
Illinois
$726K +$265K +9,417 +58%
KeyBank National Association
43
KeyBank National Association
Ohio
$704K -$42.2K -1,500 -6%
KA
44
Kovack Advisors
Florida
$696K +$197 +7 +0%
JWCA
45
J.W. Cole Advisors
Florida
$687K +$90.3K +3,208 +15%
MA
46
Mutual Advisors
Nebraska
$660K +$14.7K +521 +2%
SPC
47
Sigma Planning Corp
Michigan
$659K +$58.5K +2,079 +10%
AB
48
Atlas Brown
Kentucky
$626K +$2.98K +106 +0.5%
EC
49
Elequin Capital
New York
$613K +$611K +21,695 New
DC
50
Davenport & Co
Virginia
$613K +$450 +16 +0.1%
1
2
3 4 5

UTG Hedge Fund Activity: Q4 2022 in Review

154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2022, worth a combined $454M — up 142% from $188M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UTG positions and 13 closed out — a net gain of 11 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Trek Financial, adding an estimated $3.51M. The largest seller was Paralel Advisors, exiting entirely with an estimated $7.12M sold.

  • 154 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2022, up from 145 in Q3 2022.
  • Funds reported $454M of Reaves Utility Income Fund stock for Q4 2022, up 142% quarter-over-quarter.
  • 24 funds opened new Reaves Utility Income Fund positions in Q4 2022 and 13 closed out, a net change of +11 holders.
  • The largest Reaves Utility Income Fund buyer in Q4 2022 was Trek Financial, an estimated $3.51M added.
  • The largest Reaves Utility Income Fund seller in Q4 2022 was Paralel Advisors, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2022.