We are live on
!
Find out more
Reaves Utility Income Fund
UTG
UTG
121 hedge funds and large institutions have $180M invested in Reaves Utility Income Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
48% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 27
10% more funds holding
Funds holding: 110 → 121 (+11)
2% more capital invested
Capital invested by funds: $177M → $180M (+$2.83M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.08% less ownership
Funds ownership: 10.18% → 10.1% (-0.08%)
Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
40
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
+$1.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.12M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$789K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$737K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$724K |
Top Sellers
| 1 |
Cohen & Steers
New York
|
-$7.84M |
| 2 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$2.21M |
| 3 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$1.19M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.1M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
126
CSS LLC
Chicago,
Illinois
| – | -$28K | -790 | Closed |
|
|
SFG
127
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$6K | -168 | Closed |
|
128
Fidelity Investments
Boston,
Massachusetts
| – | +$36 | +1 | +100% |
|
|
CFG
129
Citizens Financial Group
Providence,
Rhode Island
| – | +$292 | +8 | New |
|