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Reaves Utility Income Fund
UTG

137 hedge funds and large institutions have $199M invested in Reaves Utility Income Fund in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

10% more capital invested

Capital invested by funds: $181M → $199M (+$18.7M)

7% more funds holding

Funds holding: 128 → 137 (+9)

0.76% more ownership

Funds ownership: 9.67% → 10.43% (+0.76%)

Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
ALPS Advisors
Colorado
+$5.39M
2
Wells Fargo
Wells Fargo
California
+$3.48M
3
Ameriprise
Ameriprise
Minnesota
+$2.41M
4
ASN
Advisory Services Network
Georgia
+$2.13M
5
WANY
Wealthspire Advisors (New York)
New York
+$1.3M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$880K
2
SFS
Sowell Financial Services
Arkansas
-$832K
3
SPIA
Steward Partners Investment Advisory
New York
-$719K
4
Morgan Stanley
Morgan Stanley
New York
-$635K
5
Creative Planning
Creative Planning
Kansas
-$552K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
51
Neville Rodie & Shaw
New York
$460K – – –
MC
52
Moors & Cabot
Massachusetts
$442K +$56.7K +1,635 +15%
CFGS
53
Concourse Financial Group Securities
Alabama
$430K +$12.9K +373 +3%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$423K – – –
Baird Financial Group
55
Baird Financial Group
Wisconsin
$410K – – –
PWMG
56
Pinnacle Wealth Management Group
Michigan
$405K +$409K +11,808 New
EH
57
Equitable Holdings
New York
$399K +$404K +11,643 New
PTP
58
Platform Technology Partners
New York
$391K +$395K +11,385 New
Mariner
59
Mariner
Kansas
$389K +$393K +11,325 New
LNC
60
Lincoln National Corp
Pennsylvania
$381K +$867 +25 +0.2%
JWCA
61
J.W. Cole Advisors
Florida
$379K +$55.2K +1,592 +17%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$378K -$4.75K -137 -1%
First Trust Advisors
63
First Trust Advisors
Illinois
$375K +$29.9K +863 +9%
US Bancorp
64
US Bancorp
Minnesota
$374K +$31.7K +915 +9%
FHA
65
Flagship Harbor Advisors
Massachusetts
$367K – – –
TIA
66
Tiemann Investment Advisors
California
$361K +$1.21K +35 +0.3%
CNB
67
Camden National Bank
Maine
$354K -$73K -2,107 -17%
AB
68
Atlas Brown
Kentucky
$354K +$358K +10,315 New
WG
69
Welch Group
Alabama
$351K – – –
CAC
70
Certified Advisory Corp
Florida
$344K +$3.5K +101 +1%
NWA
71
Navis Wealth Advisors
New York
$343K – – –
WS
72
Wedbush Securities
California
$328K +$33.3K +961 +11%
SPC
73
Sigma Planning Corp
Michigan
$292K +$3.78K +109 +1%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$291K +$294K +8,493 New
GWM
75
Graybill Wealth Management
Illinois
$290K +$20.1K +581 +7%
1 2
3
4 5

UTG Hedge Fund Activity: Q2 2021 in Review

137 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q2 2021, worth a combined $199M — up 10% from $181M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTG positions and 8 closed out — a net gain of 11 holders — while 47 added to existing stakes and 29 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $5.39M. The largest seller was Cetera Advisor Networks, cutting an estimated $880K.

  • 137 institutional investors held Reaves Utility Income Fund (UTG) as of Q2 2021, up from 128 in Q1 2021.
  • Funds reported $199M of Reaves Utility Income Fund stock for Q2 2021, up 10% quarter-over-quarter.
  • 19 funds opened new Reaves Utility Income Fund positions in Q2 2021 and 8 closed out, a net change of +11 holders.
  • The largest Reaves Utility Income Fund buyer in Q2 2021 was ALPS Advisors, an estimated $5.39M added.
  • The largest Reaves Utility Income Fund seller in Q2 2021 was Cetera Advisor Networks, an estimated $880K sold.

Based on aggregated 13F filings for Q2 2021.