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Reaves Utility Income Fund
UTG

128 hedge funds and large institutions have $181M invested in Reaves Utility Income Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 30

4% more capital invested

Capital invested by funds: $174M → $181M (+$6.26M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.66% less ownership

Funds ownership: 10.34% → 9.67% (-0.66%)

2% less funds holding

Funds holding: 131 → 128 (-3)

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
30
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$4.32M
2
AA
ALPS Advisors
Colorado
+$1.59M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560K
4
Wells Fargo
Wells Fargo
California
+$540K
5
Osaic Holdings
Osaic Holdings
Arizona
+$487K

Top Sellers

1
HBWM
Hollow Brook Wealth Management
New York
-$2.74M
2
GIM
Guild Investment Management
California
-$2.12M
3
LCM
Landscape Capital Management
New Jersey
-$983K
4
PAG
Private Advisor Group
New Jersey
-$857K
5
AAM
Advisors Asset Management
Colorado
-$699K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
101
SOA Wealth Advisors
New York
$34K +$162 +5 +0.5%
LCM
102
Logan Capital Management
Pennsylvania
$34K +$32.5K +1,000 New
AWM
103
Accel Wealth Management
Iowa
$28K – – –
1IA
104
1834 Investment Advisors
Wisconsin
$27K – – –
TLCM
105
Twin Lakes Capital Management
California
$26K +$25.6K +790 New
CFA
106
Carroll Financial Associates
North Carolina
$24K – – –
AA
107
AlphaMark Advisors
Kentucky
$20K – – –
OCM
108
Orion Capital Management
California
$20K – – –
PCG
109
Private Capital Group
Connecticut
$20K – – –
NSIM
110
North Star Investment Management
Illinois
$17K – – –
HI
111
Harbour Investments
Wisconsin
$17K +$16.2K +500 New
IAIM
112
International Assets Investment Management
Florida
$16K +$15.6K +480 New
NFG
113
Next Financial Group
Texas
$15K -$13.6K -419 -48%
RE
114
RBC Europe
United Kingdom
$14.1K – – –
DOA
115
D'Orazio & Associates
Virginia
$14K -$6.43K -198 -33%
CFN
116
Cordasco Financial Network
Florida
$12K – – –
GI
117
Gradient Investments
Minnesota
$12K – – –
DAM
118
Delta Asset Management
Tennessee
$10K – – –
RIA
119
RPG Investment Advisory
California
$10K – – –
EVM
120
Eaton Vance Management
Massachusetts
$8K +$7.47K +230 New
M
121
MOTCO
Texas
$7K – – –
CTC
122
Central Trust Company
Missouri
$7K +$6.49K +200 New
GAM
123
Grandview Asset Management
Pennsylvania
$7K +$6.49K +200 New
KFI
124
Key Financial Inc
Pennsylvania
$5K – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
2 3 4
5
6

UTG Hedge Fund Activity: Q1 2021 in Review

128 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q1 2021, worth a combined $181M — up 3.6% from $174M a quarter earlier.

Fund positioning in UTG was balanced in Q1 2021: 20 funds opened new positions, 20 closed out, 45 added to existing stakes and 30 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $4.32M. The largest seller was Hollow Brook Wealth Management, exiting entirely with an estimated $2.74M sold.

  • 128 institutional investors held Reaves Utility Income Fund (UTG) as of Q1 2021, down from 131 in Q4 2020.
  • Funds reported $181M of Reaves Utility Income Fund stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 20 funds opened new Reaves Utility Income Fund positions in Q1 2021 and 20 closed out, a net change of 0 holders.
  • The largest Reaves Utility Income Fund buyer in Q1 2021 was Raymond James & Associates, an estimated $4.32M added.
  • The largest Reaves Utility Income Fund seller in Q1 2021 was Hollow Brook Wealth Management, an estimated $2.74M sold.

Based on aggregated 13F filings for Q1 2021.