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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
TIA
76
Tiemann Investment Advisors
California
$372K +$1.31K +39 +0.4%
ISL
77
Ingalls & Snyder LLC
New York
$353K -$243K -7,225 -42%
NWA
78
Navis Wealth Advisors
New York
$351K – – –
BRA
79
Biechele Royce Advisors
Indiana
$346K +$332K +9,850 New
FHA
80
Flagship Harbor Advisors
Massachusetts
$337K -$37.2K -1,103 -10%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$332K -$88.2K -2,619 -22%
SPC
82
Sigma Planning Corp
Michigan
$328K -$55.6K -1,652 -15%
IA
83
IFG Advisory
Georgia
$326K +$313K +9,288 New
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$308K +$14.7K +436 +5%
CNB
85
Camden National Bank
Maine
$307K -$48K -1,424 -14%
HBWM
86
Hollow Brook Wealth Management
New York
$281K +$269K +7,994 New
RFC
87
Regions Financial Corp
Alabama
$269K – – –
TDC
88
Thompson Davis & Co
Virginia
$267K +$256K +7,600 New
AF
89
Advisornet Financial
Minnesota
$263K +$21.9K +650 +10%
LWA
90
Lowe Wealth Advisors
Maryland
$260K – – –
SIC
91
Salem Investment Counselors
North Carolina
$259K +$249K +7,383 New
PWMG
92
Pinnacle Wealth Management Group
Michigan
$257K -$103K -3,044 -29%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$256K -$808 -24 -0.3%
SWP
94
Stratos Wealth Partners
Ohio
$256K +$4.04K +120 +2%
MML Investors Services
95
MML Investors Services
Massachusetts
$233K -$27.8K -824 -11%
SNBOSCI
96
Security National Bank of Sioux City Iowa
Iowa
$227K – – –
BCM
97
Breiter Capital Management
Florida
$225K – – –
EAM
98
Evanson Asset Management
California
$225K – – –
KeyBank National Association
99
KeyBank National Association
Ohio
$225K – – –
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$220K +$211K +6,271 New
2 3
4
5 6

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.