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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
APA
101
American Portfolios Advisors
New York
$218K +$18.5K +550 +10%
NA
102
NewEdge Advisors
Louisiana
$216K +$207K +6,132 New
TCWM
103
Total Clarity Wealth Management
Illinois
$212K +$31.4K +933 +18%
CIAS
104
Capital Investment Advisory Services
North Carolina
$209K +$200K +5,950 New
HWM
105
HB Wealth Management
Georgia
$206K +$197K +5,862 New
PFBT
106
Parkside Financial Bank & Trust
Missouri
$203K – – –
Truist Financial
107
Truist Financial
North Carolina
$203K +$194K +5,772 New
JMPWA
108
JP Morgan Private Wealth Advisors
California
$202K +$194K +5,748 New
HCM
109
Highlander Capital Management
New Jersey
$188K – – –
WBC
110
West Branch Capital
Massachusetts
$126K +$1.62K +48 +1%
FF
111
FourThought Financial
Florida
$119K – – –
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$113K +$1.45K +43 +1%
CA
113
Clearstead Advisors
Ohio
$102K +$98.3K +2,918 New
AAM
114
Advisors Asset Management
Colorado
$89K -$1.21K -36 -1%
LWANC
115
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K – – –
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$88K – – –
CA
117
CoreCap Advisors
Michigan
$73K +$70.4K +2,090 New
AFS
118
Annapolis Financial Services
Maryland
$70K – – –
ME
119
McIlrath & Eck
Washington
$70K +$67.4K +2,000 New
CA
120
Centerpoint Advisors
Massachusetts
$60K – – –
TC
121
TAP Consulting
Missouri
$60K +$57.8K +1,715 New
SIAP
122
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K – – –
S
123
SignatureFD
Georgia
$56K +$54K +1,602 New
AA
124
Addison Advisors
Vermont
$55K – – –
NSIM
125
North Star Investment Management
Illinois
$51K – – –
3 4
5
6 7

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.