UTG icon

Reaves Utility Income Fund
UTG

Overview Fund Activity

68 hedge funds and large institutions have $96.8M invested in Reaves Utility Income Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
18
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$2.74M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.41M
3
Citigroup
3
Citigroup
New York
$2.01M
4
Wells Fargo
4
Wells Fargo
California
$7.53M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.8M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
LPL Financial
2
LPL Financial
California
$2.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.8M
4
GC
4
Guggenheim Capital
Illinois
$5.98M
5
AAM
5
Advisors Asset Management
Colorado
$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
51
Joel Isaacson & Co
New York
$65K – – –
RFA
52
Reilly Financial Advisors
California
$63K +$63K +1,935 New
IA
53
IFP Advisors
Florida
$45K +$45K +1,374 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$42K – – –
LWM
55
LBA Wealth Management
Florida
$39K -$26K -800 -40%
OC
56
Oakworth Capital
Alabama
$33K – – –
CFA
57
Carroll Financial Associates
North Carolina
$28K – – –
GWM
58
Geneos Wealth Management
Colorado
$27K – – –
SNT
59
Security National Trust
West Virginia
$26K – – –
FMII
60
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
HCM
61
Highlander Capital Management
New Jersey
$20K – – –
GT
62
Glenmede Trust
Pennsylvania
$16K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$13K – – –
CFN
64
Cordasco Financial Network
Florida
$11K -$35.1K -1,120 -76%
TDC
65
Thompson Davis & Co
Virginia
$8K – – –
SFG
66
SevenBridge Financial Group
Pennsylvania
$5K +$5K +168 New
PFS
67
Physicians Financial Services
North Carolina
$3K – – –
SIA
68
Sit Investment Associates
Minnesota
– -$7.42M -247,494 Closed
DA
69
Doliver Advisors
Texas
– -$810K -27,017 Closed
VKH
70
Virtu KCG Holdings
New York
– -$471K -15,702 Closed
AIG
71
American International Group
New York
– -$346K -11,546 Closed
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
– -$255K -8,493 Closed
VFS
73
VSR Financial Services
Kansas
– -$236K -7,888 Closed
COLIM
74
City of London Investment Management
United Kingdom
– -$210K -7,000 Closed
DLHL
75
Donald L. Hagan LLC
Florida
– -$8K -267 Closed
1 2
3