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Reaves Utility Income Fund
UTG

Overview Fund Activity

73 hedge funds and large institutions have $87.8M invested in Reaves Utility Income Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.93M
2
SG
2
StoneX Group
New York
$866K
3
Wells Fargo
3
Wells Fargo
California
$6.21M
4
Millennium Management
4
Millennium Management
New York
$516K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$495K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.12M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
DA
4
Doliver Advisors
Texas
$0
5
CCM
5
Catawba Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$95K +$95K +2,792 New
WA
52
WFG Advisors
Texas
$77K – – –
EWM
53
Evercore Wealth Management
New York
$69K – – –
SIAP
54
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K – – –
LWCFA
55
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K – – –
SEI Investments
56
SEI Investments
Pennsylvania
$41K – – –
BWA
57
BDO Wealth Advisors
Florida
$41K +$41K +1,200 New
OC
58
Oakworth Capital
Alabama
$38K – – –
PFBT
59
Parkside Financial Bank & Trust
Missouri
$33K – – –
CFA
60
Carroll Financial Associates
North Carolina
$30K – – –
SNT
61
Security National Trust
West Virginia
$27K – – –
HCM
62
Highlander Capital Management
New Jersey
$21K – – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$18K +$18K +534 New
GWM
64
Geneos Wealth Management
Colorado
$17K – – –
FMII
65
Farmers & Merchants Investments Inc
Nebraska
$17K +$374 +11 +2%
RIA
66
RPG Investment Advisory
California
$17K +$17K +500 New
GT
67
Glenmede Trust
Pennsylvania
$16K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$14K -$14.3K -412 -51%
CFN
69
Cordasco Financial Network
Florida
$12K – – –
SFG
70
SevenBridge Financial Group
Pennsylvania
$6K – – –
PSUF
71
People's United Financial
Connecticut
$5K – – –
US Bancorp
72
US Bancorp
Minnesota
$2K – – –
SFPIA
73
Stevens First Principles Investment Advisors
California
$1K +$1K +15 New
Bank of Nova Scotia
74
Bank of Nova Scotia
Ontario, Canada
– -$1.67M -51,515 Closed
First Trust Advisors
75
First Trust Advisors
Illinois
– -$693K -21,400 Closed
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3
4