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Reaves Utility Income Fund
UTG

131 hedge funds and large institutions have $174M invested in Reaves Utility Income Fund in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

9% more funds holding

Funds holding: 120 → 131 (+11)

3% more capital invested

Capital invested by funds: $169M → $174M (+$5.85M)

0.13% less ownership

Funds ownership: 10.47% → 10.34% (-0.13%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
39
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.04M
2
LCM
Landscape Capital Management
New Jersey
+$982K
3
AIP
Ahrens Investment Partners
Louisiana
+$639K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$636K
5
Osaic Holdings
Osaic Holdings
Arizona
+$537K

Top Sellers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
-$3.99M
2
Cohen & Steers
Cohen & Steers
New York
-$2.05M
3
GC
Guggenheim Capital
Illinois
-$1.3M
4
AAS
Avantax Advisory Services
Texas
-$765K
5
WANY
Wealthspire Advisors (New York)
New York
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$246K – – –
PFBT
77
Parkside Financial Bank & Trust
Missouri
$239K – – –
SNBOSCI
78
Security National Bank of Sioux City Iowa
Iowa
$237K – – –
MCM
79
Maryland Capital Management
Maryland
$222K – – –
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$16.6K +508 +8%
DI
81
DFPG Investments
Utah
$215K -$30.7K -937 -12%
WS
82
Wedbush Securities
California
$215K +$214K +6,542 New
WG
83
Welch Group
Alabama
$211K – – –
BCM
84
Breiter Capital Management
Florida
$210K – – –
RFN
85
RDA Financial Network
Iowa
$200K +$200K +6,114 New
AF
86
Advisornet Financial
Minnesota
$178K +$18K +550 +11%
HCM
87
Highlander Capital Management
New Jersey
$176K – – –
Citigroup
88
Citigroup
New York
$167K +$196 +6 +0.1%
WAM
89
Wolverine Asset Management
Illinois
$166K +$166K +5,081 New
VFA
90
Valeo Financial Advisors
Indiana
$152K – – –
CF
91
Centaurus Financial
California
$135K +$5.47K +167 +4%
EP
92
Eudaimonia Partners
Tennessee
$129K – – –
JPLA
93
Joseph P. Lucia & Associates
New York
$92K +$92.2K +2,814 New
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K +$81.9K +2,500 New
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$74K +$295 +9 +0.4%
LWM
96
Liberty Wealth Management
California
$57K – – –
CA
97
Centerpoint Advisors
Massachusetts
$56K – – –
ASN
98
Advisory Services Network
Georgia
$56K +$11.5K +350 +26%
VNA
99
Valley National Advisers
Pennsylvania
$51K – – –
IFAM
100
Institutional & Family Asset Management
Colorado
$49K +$48.5K +1,480 New
2 3
4
5 6

UTG Hedge Fund Activity: Q4 2020 in Review

131 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2020, worth a combined $174M — up 3.5% from $169M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UTG positions and 14 closed out — a net gain of 13 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.04M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $3.99M sold.

  • 131 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2020, up from 120 in Q3 2020.
  • Funds reported $174M of Reaves Utility Income Fund stock for Q4 2020, up 3.5% quarter-over-quarter.
  • 27 funds opened new Reaves Utility Income Fund positions in Q4 2020 and 14 closed out, a net change of +13 holders.
  • The largest Reaves Utility Income Fund buyer in Q4 2020 was Morgan Stanley, an estimated $1.04M added.
  • The largest Reaves Utility Income Fund seller in Q4 2020 was Punch & Associates Investment Management, an estimated $3.99M sold.

Based on aggregated 13F filings for Q4 2020.