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Reaves Utility Income Fund
UTG

Overview Fund Activity

160 hedge funds and large institutions have $185M invested in Reaves Utility Income Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
73
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.8M
2
CC
2
Claybrook Capital
Massachusetts
$1.37M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.27M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$455K
5
Ameriprise
5
Ameriprise
Minnesota
$8.59M

Top Sellers

1
TF
1
Trek Financial
Arizona
$2.59M
2
WAM
2
Weiss Asset Management
Massachusetts
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.1M
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$298K +$8.66K +305 +3%
FHA
77
Flagship Harbor Advisors
Massachusetts
$297K – – –
NRS
78
Neville Rodie & Shaw
New York
$290K – – –
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$287K +$6.44K +227 +2%
NWA
80
Navis Wealth Advisors
New York
$284K – – –
TIA
81
Tiemann Investment Advisors
California
$279K -$27K -951 -9%
AWA
82
Arete Wealth Advisors
Illinois
$275K +$13.7K +484 +5%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$269K -$16.2K -570 -6%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$261K +$3.98K +140 +2%
HBWM
85
Hollow Brook Wealth Management
New York
$260K +$260K +9,144 New
HW
86
Hancock Whitney
Mississippi
$253K – – –
FFN
87
Focus Financial Network
Minnesota
$250K +$250K +8,824 New
LWA
88
Lowe Wealth Advisors
Maryland
$245K +$12.8K +450 +5%
WSC
89
Wellington Shields & Co
New York
$242K – – –
Citadel Advisors
90
Citadel Advisors
Florida
$239K +$17.9K +630 +8%
MML Investors Services
91
MML Investors Services
Massachusetts
$234K +$1.91K +67 +0.8%
IA
92
IFG Advisory
Georgia
$216K +$738 +26 +0.3%
Truist Financial
93
Truist Financial
North Carolina
$214K +$214K +7,556 New
PTP
94
Platform Technology Partners
New York
$210K +$210K +7,410 New
PWMG
95
Pinnacle Wealth Management Group
Michigan
$204K -$9.22K -325 -4%
TSS
96
Two Sigma Securities
New York
$204K +$204K +7,175 New
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$201K +$201K +7,098 New
IRC
98
Investors Research Corp
Georgia
$200K +$200K +7,031 New
SWM
99
Spire Wealth Management
Virginia
$186K +$284 +10 +0.2%
HCM
100
Highlander Capital Management
New Jersey
$155K -$7.1K -250 -4%
2 3
4
5 6