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Reaves Utility Income Fund
UTG

160 hedge funds and large institutions have $227M invested in Reaves Utility Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more capital invested

Capital invested by funds: $226M → $227M (+$1.48M)

0% more funds holding

Funds holding: 160 → 160 (0)

0.16% less ownership

Funds ownership: 9.87% → 9.71% (-0.16%)

Holders
160
Holders Change
–
Holders Change %
0%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
59
Reduced
29
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.44M
2
DA
Doliver Advisors
Texas
+$1.38M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.31M
4
RJA
Raymond James & Associates
Florida
+$1.02M
5
Bank of America
Bank of America
North Carolina
+$957K

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
-$1.42M
2
SFS
Sowell Financial Services
Arkansas
-$1.41M
3
C
Certuity
Florida
-$867K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$861K
5
ASFA
All Season Financial Advisors
Colorado
-$689K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
51
Certified Advisory Corp
Florida
$596K +$157K +4,727 +38%
JIC
52
Johnson Investment Counsel
Ohio
$528K – – –
BWM
53
BerganKDV Wealth Management
Minnesota
$527K -$235K -7,079 -32%
SPC
54
Sigma Planning Corp
Michigan
$524K +$193K +5,805 +62%
SCA
55
Snowden Capital Advisors
New York
$524K +$472K +14,211 +1,483%
MC
56
Moors & Cabot
Massachusetts
$517K -$52.6K -1,585 -10%
ACM
57
Avalon Capital Management
California
$511K +$510K +15,375 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$508K +$19.1K +577 +4%
US Bancorp
59
US Bancorp
Minnesota
$504K +$15.3K +461 +3%
WG
60
Welch Group
Alabama
$504K +$77.5K +2,335 +19%
BCM
61
Brookstone Capital Management
Illinois
$502K -$2.85K -86 -0.6%
IA
62
IFG Advisory
Georgia
$497K +$169K +5,094 +55%
BRWA
63
B. Riley Wealth Advisors
Florida
$478K +$31.8K +957 +7%
NRS
64
Neville Rodie & Shaw
New York
$468K – – –
Baird Financial Group
65
Baird Financial Group
Wisconsin
$451K -$863 -26 -0.2%
JWCA
66
J.W. Cole Advisors
Florida
$450K -$23K -692 -5%
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$446K – – –
HighTower Advisors
68
HighTower Advisors
Illinois
$414K -$40.9K -1,233 -9%
EH
69
Equitable Holdings
New York
$398K -$72.9K -2,196 -16%
GWM
70
Graybill Wealth Management
Illinois
$398K +$1.13K +34 +0.3%
LNC
71
Lincoln National Corp
Pennsylvania
$386K +$996 +30 +0.3%
Truist Financial
72
Truist Financial
North Carolina
$383K +$176K +5,305 +92%
First Trust Advisors
73
First Trust Advisors
Illinois
$374K +$1.23K +37 +0.3%
TIA
74
Tiemann Investment Advisors
California
$368K +$1.29K +39 +0.4%
FHA
75
Flagship Harbor Advisors
Massachusetts
$362K +$29K +875 +9%
1 2
3
4 5

UTG Hedge Fund Activity: Q1 2022 in Review

160 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q1 2022, worth a combined $227M — up 0.65% from $226M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UTG positions and 23 closed out — a net gain of 3 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.44M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.42M.

  • 160 institutional investors held Reaves Utility Income Fund (UTG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $227M of Reaves Utility Income Fund stock for Q1 2022, up 0.65% quarter-over-quarter.
  • 26 funds opened new Reaves Utility Income Fund positions in Q1 2022 and 23 closed out, a net change of +3 holders.
  • The largest Reaves Utility Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $1.44M added.
  • The largest Reaves Utility Income Fund seller in Q1 2022 was Ahrens Investment Partners, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2022.