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Reaves Utility Income Fund
UTG

Overview Fund Activity

130 hedge funds and large institutions have $188M invested in Reaves Utility Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
51
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
Guild Investment Management
California
+$2.58M
2
Bank of America
Bank of America
North Carolina
+$2.05M
3
Wells Fargo
Wells Fargo
California
+$762K
4
CNB
Camden National Bank
Maine
+$645K
5
UBS Group
UBS Group
Switzerland
+$639K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.96M
2
AAM
Advisors Asset Management
Colorado
-$1.62M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.11M
4
GC
Guggenheim Capital
Illinois
-$903K
5
WAM
Weiss Asset Management
Massachusetts
-$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$470K +$147K +3,975 +46%
Mariner
52
Mariner
Kansas
$445K -$26K -700 -6%
US Bancorp
53
US Bancorp
Minnesota
$428K +$6.59K +178 +2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$425K +$13.3K +359 +3%
HCM
55
Hodges Capital Management
Texas
$419K -$369K -9,953 -47%
TIA
56
Tiemann Investment Advisors
California
$418K +$927 +25 +0.2%
FHA
57
Flagship Harbor Advisors
Massachusetts
$408K – – –
DI
58
DFPG Investments
Utah
$390K +$19K +503 +5%
SPC
59
Sigma Planning Corp
Michigan
$386K -$184K -4,972 -32%
SCA
60
Snowden Capital Advisors
New York
$375K +$10K +270 +3%
GLA
61
Good Life Advisors
Pennsylvania
$374K +$121K +3,263 +48%
AIA
62
Armor Investment Advisors
North Carolina
$370K +$14.2K +383 +4%
WS
63
Wedbush Securities
California
$357K +$9.08K +245 +3%
AMC
64
Asset Management Corp
Illinois
$356K +$356K +9,600 New
CAC
65
Certified Advisory Corp
Florida
$352K -$14.8K -399 -4%
KeyBank National Association
66
KeyBank National Association
Ohio
$348K +$37K +1,000 +12%
JWCA
67
J.W. Cole Advisors
Florida
$345K +$345K +9,304 New
HighTower Advisors
68
HighTower Advisors
Illinois
$330K +$115K +3,100 +54%
PFBT
69
Parkside Financial Bank & Trust
Missouri
$329K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$300K +$5.01K +135 +2%
SNBOSCI
71
Security National Bank of Sioux City Iowa
Iowa
$277K – – –
PAS
72
Partnervest Advisory Services
California
$268K -$39.7K -1,071 -13%
BWM
73
Benchmark Wealth Management
Connecticut
$260K +$260K +7,005 New
CWS
74
Cypress Wealth Services
California
$257K – – –
RG
75
Rikoon Group
New Mexico
$255K +$255K +6,870 New
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