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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
SWM
76
SeaCrest Wealth Management
New York
$360K +$346K +10,423 New
WS
77
Wedbush Securities
California
$357K -$75.5K -2,275 -18%
AIP
78
Ahrens Investment Partners
Louisiana
$349K -$1.42M -42,700 -81%
Mariner
79
Mariner
Kansas
$347K -$64.9K -1,956 -16%
ISL
80
Ingalls & Snyder LLC
New York
$347K -$166 -5 -0%
NWA
81
Navis Wealth Advisors
New York
$346K – – –
BRA
82
Biechele Royce Advisors
Indiana
$340K – – –
WSC
83
Wellington Shields & Co
New York
$323K +$310K +9,339 New
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$301K -$2.36K -71 -0.8%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$292K -$33.6K -1,013 -11%
Citadel Advisors
86
Citadel Advisors
Florida
$285K +$274K +8,252 New
HBWM
87
Hollow Brook Wealth Management
New York
$276K – – –
MML Investors Services
88
MML Investors Services
Massachusetts
$273K +$41.4K +1,246 +19%
SWM
89
Spire Wealth Management
Virginia
$270K -$441K -13,280 -63%
RFC
90
Regions Financial Corp
Alabama
$265K – – –
LWA
91
Lowe Wealth Advisors
Maryland
$261K +$4.98K +150 +2%
PWMG
92
Pinnacle Wealth Management Group
Michigan
$260K +$6.84K +206 +3%
KA
93
Kovack Advisors
Florida
$259K -$365K -10,994 -59%
SWP
94
Stratos Wealth Partners
Ohio
$259K +$6.64K +200 +3%
PWS
95
Paragon Wealth Strategies
Florida
$258K +$247K +7,455 New
SIC
96
Salem Investment Counselors
North Carolina
$255K – – –
APA
97
American Portfolios Advisors
New York
$254K +$37.9K +1,142 +18%
IFG
98
Independent Financial Group
California
$240K +$230K +6,937 New
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$233K +$15.3K +460 +7%
MA
100
Mutual Advisors
Nebraska
$228K +$219K +6,590 New
2 3
4
5 6

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.