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Reaves Utility Income Fund
UTG

Overview Fund Activity

75 hedge funds and large institutions have $93.4M invested in Reaves Utility Income Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
29
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.68M
2
Cohen & Steers
2
Cohen & Steers
New York
$2M
3
FMA
3
FNY Managed Accounts
New York
$1.75M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.63M
5
CRC
5
Curi RMB Capital
Illinois
$1.24M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$863K
2
UBS Group
2
UBS Group
Switzerland
$2.14M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
YCM
4
Yakira Capital Management
Connecticut
$316K
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
51
Transform Wealth
Colorado
$209K +$209K +6,600 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$192K – – –
FPF
53
FNY Partners Fund
New York
$174K +$174K +5,500 New
PCP
54
Proficio Capital Partners
Massachusetts
$161K – – –
MMG
55
Monetary Management Group
Missouri
$127K +$127K +4,000 New
SEI Investments
56
SEI Investments
Pennsylvania
$102K +$63.9K +2,009 +167%
EWM
57
Evercore Wealth Management
New York
$63K – – –
SIAP
58
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K – – –
LWCFA
59
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$48K -$117K -3,663 -71%
OC
61
Oakworth Capital
Alabama
$39K – – –
PFBT
62
Parkside Financial Bank & Trust
Missouri
$31K – – –
CFA
63
Carroll Financial Associates
North Carolina
$28K – – –
SNT
64
Security National Trust
West Virginia
$25K – – –
US Bancorp
65
US Bancorp
Minnesota
$24K +$21.8K +705 +993%
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$19.2K +$19.2K +606 New
HCM
67
Highlander Capital Management
New Jersey
$19K – – –
RIA
68
RPG Investment Advisory
California
$16K – – –
GWM
69
Geneos Wealth Management
Colorado
$16K – – –
GT
70
Glenmede Trust
Pennsylvania
$15K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$13K -$32 -1 -0.2%
VFA
72
Valeo Financial Advisors
Indiana
$13K +$13K +400 New
CFN
73
Cordasco Financial Network
Florida
$11K – – –
ASN
74
Advisory Services Network
Georgia
$5K +$5K +150 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$495K -14,404 Closed
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