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Reaves Utility Income Fund
UTG

160 hedge funds and large institutions have $226M invested in Reaves Utility Income Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $202M → $226M (+$24M)

6% more funds holding

Funds holding: 151 → 160 (+9)

1.18% less ownership

Funds ownership: 11.05% → 9.87% (-1.2%)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
59
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.61M
2
TWM
Tradition Wealth Management
Minnesota
+$1.19M
3
PAG
Private Advisor Group
New Jersey
+$1.12M
4
OC
Oppenheimer & Co
New York
+$1.04M
5
Osaic Holdings
Osaic Holdings
Arizona
+$681K

Top Sellers

1
AA
ALPS Advisors
Colorado
-$9.66M
2
ASN
Advisory Services Network
Georgia
-$1.2M
3
GC
Guggenheim Capital
Illinois
-$666K
4
Ameriprise
Ameriprise
Minnesota
-$623K
5
WANY
Wealthspire Advisors (New York)
New York
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$635K -$38.9K -1,155 -6%
CF
52
Centaurus Financial
California
$629K -$30.3K -899 -5%
MC
53
Moors & Cabot
Massachusetts
$581K +$113K +3,341 +25%
HEIP
54
Hudson Edge Investment Partners
New Jersey
$577K +$553K +16,425 New
AIA
55
Armor Investment Advisors
North Carolina
$563K -$21.6K -640 -4%
JIC
56
Johnson Investment Counsel
Ohio
$539K +$514K +15,262 New
BCM
57
Brookstone Capital Management
Illinois
$507K +$75.3K +2,234 +18%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$496K +$109K +3,231 +30%
US Bancorp
59
US Bancorp
Minnesota
$495K +$111K +3,300 +30%
CFGS
60
Concourse Financial Group Securities
Alabama
$481K +$20.8K +616 +5%
EH
61
Equitable Holdings
New York
$481K +$69.2K +2,053 +18%
JWCA
62
J.W. Cole Advisors
Florida
$481K +$85.8K +2,547 +23%
NRS
63
Neville Rodie & Shaw
New York
$471K – – –
HighTower Advisors
64
HighTower Advisors
Illinois
$464K +$139K +4,140 +46%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$459K +$33.7K +1,001 +8%
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$453K – – –
BRWA
67
B. Riley Wealth Advisors
Florida
$452K +$32.7K +971 +8%
WS
68
Wedbush Securities
California
$443K +$114K +3,385 +37%
CAC
69
Certified Advisory Corp
Florida
$440K +$24.2K +717 +6%
WG
70
Welch Group
Alabama
$430K +$67.8K +2,013 +20%
Mariner
71
Mariner
Kansas
$421K -$22.2K -660 -5%
TF
72
Trek Financial
Arizona
$411K +$178K +5,286 +82%
GWM
73
Graybill Wealth Management
Illinois
$403K +$76.6K +2,273 +25%
LNC
74
Lincoln National Corp
Pennsylvania
$391K +$910 +27 +0.2%
First Trust Advisors
75
First Trust Advisors
Illinois
$379K -$3.6K -107 -1%
1 2
3
4 5

UTG Hedge Fund Activity: Q4 2021 in Review

160 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2021, worth a combined $226M — up 12% from $202M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UTG positions and 16 closed out — a net gain of 13 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was ALPS Advisors, exiting entirely with an estimated $9.66M sold.

  • 160 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2021, up from 151 in Q3 2021.
  • Funds reported $226M of Reaves Utility Income Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 29 funds opened new Reaves Utility Income Fund positions in Q4 2021 and 16 closed out, a net change of +13 holders.
  • The largest Reaves Utility Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.61M added.
  • The largest Reaves Utility Income Fund seller in Q4 2021 was ALPS Advisors, an estimated $9.66M sold.

Based on aggregated 13F filings for Q4 2021.