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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
BFEC
101
Benjamin F. Edwards & Company
Missouri
$227K -$24.2K -728 -10%
BCM
102
Breiter Capital Management
Florida
$221K – – –
EAM
103
Evanson Asset Management
California
$221K – – –
KeyBank National Association
104
KeyBank National Association
Ohio
$221K – – –
CIAS
105
Capital Investment Advisory Services
North Carolina
$206K – – –
HWM
106
HB Wealth Management
Georgia
$203K – – –
PFBT
107
Parkside Financial Bank & Trust
Missouri
$200K – – –
JMPWA
108
JP Morgan Private Wealth Advisors
California
$200K +$1.33K +40 +0.7%
HCM
109
Highlander Capital Management
New Jersey
$185K – – –
CCM
110
Cribstone Capital Management
Maine
$128K +$123K +3,715 New
WBC
111
West Branch Capital
Massachusetts
$126K +$1.66K +50 +1%
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$112K +$1.43K +43 +1%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K – – –
AAM
114
Advisors Asset Management
Colorado
$82K -$5.14K -155 -6%
FF
115
FourThought Financial
Florida
$78K -$38.2K -1,151 -34%
CA
116
Centerpoint Advisors
Massachusetts
$59K – – –
SIAP
117
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K – – –
GI
118
Gradient Investments
Minnesota
$56K +$42.2K +1,273 +361%
S
119
SignatureFD
Georgia
$55K – – –
AA
120
Addison Advisors
Vermont
$54K – – –
BONH
121
Bank of New Hampshire
New Hampshire
$54K +$51.8K +1,560 New
NSIM
122
North Star Investment Management
Illinois
$50K – – –
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$47K – – –
JPLA
124
Joseph P. Lucia & Associates
New York
$44K +$42.3K +1,275 New
ZIG
125
Zullo Investment Group
Pennsylvania
$43K – – –
3 4
5
6 7

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.