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Reaves Utility Income Fund
UTG

Overview Fund Activity

97 hedge funds and large institutions have $208M invested in Reaves Utility Income Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
28
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$1.6M
2
FFA
First Foundation Advisors
California
+$1.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$714K
4
AAM
Advisors Asset Management
Colorado
+$649K
5
LFAS
Level Four Advisory Services
Texas
+$594K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$29.1M
2
YCM
Yakira Capital Management
Connecticut
-$7.58M
3
RCM
Rivernorth Capital Management
Florida
-$6.31M
4
WAM
Wolverine Asset Management
Illinois
-$5.09M
5
COLIM
City of London Investment Management
United Kingdom
-$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
76
Security National Trust
West Virginia
$31K – – –
TAIM
77
TD Ameritrade Investment Management
Nebraska
$29K +$29K +1,000 New
PFBT
78
Parkside Financial Bank & Trust
Missouri
$28K – – –
JCM
79
Jacobi Capital Management
Pennsylvania
$28K – – –
ME
80
McIlrath & Eck
Washington
$25K +$25K +866 New
CFA
81
Carroll Financial Associates
North Carolina
$20K – – –
CA
82
Crewe Advisors
Utah
$20K – – –
PCG
83
Private Capital Group
Connecticut
$17K – – –
US Bancorp
84
US Bancorp
Minnesota
$15K +$1.38K +47 +10%
SEI Investments
85
SEI Investments
Pennsylvania
$14K -$14K -500 -50%
RE
86
RBC Europe
United Kingdom
$12.1K – – –
VFA
87
Valeo Financial Advisors
Indiana
$12K – – –
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$12K – – –
GI
89
Gradient Investments
Minnesota
$10K – – –
CFN
90
Cordasco Financial Network
Florida
$10K – – –
RIA
91
RPG Investment Advisory
California
$10K – – –
SFG
92
SevenBridge Financial Group
Pennsylvania
$10K +$5K +168 +100%
DAM
93
Delta Asset Management
Tennessee
$8K – – –
GWM
94
Geneos Wealth Management
Colorado
$8K – – –
RFC
95
Regions Financial Corp
Alabama
$6K – – –
WAM
96
Wealthspire Advisors (Maryland)
Maryland
$3K -$3K – –
PMFA
97
Plante Moran Financial Advisors
Michigan
$3K – – –
NSIM
98
North Star Investment Management
Illinois
$1K – – –
WAM
99
Wolverine Asset Management
Illinois
– -$5.09M -180,343 Closed
Walleye Trading
100
Walleye Trading
New York
– -$1.84M -65,043 Closed
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