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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$47K – – –
ZIG
127
Zullo Investment Group
Pennsylvania
$43K +$41.6K +1,235 New
HI
128
Harbour Investments
Wisconsin
$37K -$17.4K -516 -33%
SWA
129
SOA Wealth Advisors
New York
$37K +$472 +14 +1%
LCM
130
Logan Capital Management
Pennsylvania
$35K – – –
WB
131
Webster Bank
Connecticut
$35K – – –
NFG
132
Next Financial Group
Texas
$33K +$1.68K +50 +6%
SCA
133
Snowden Capital Advisors
New York
$33K +$32.3K +958 New
AWM
134
Accel Wealth Management
Iowa
$29K – – –
1IA
135
1834 Investment Advisors
Wisconsin
$28K – – –
CFA
136
Carroll Financial Associates
North Carolina
$25K – – –
AA
137
AlphaMark Advisors
Kentucky
$21K – – –
OCM
138
Orion Capital Management
California
$21K – – –
PCG
139
Private Capital Group
Connecticut
$21K – – –
AWM
140
Avior Wealth Management
Nebraska
$20K – – –
EVM
141
Eaton Vance Management
Massachusetts
$18K +$9.77K +290 +126%
RE
142
RBC Europe
United Kingdom
$15K – – –
CFN
143
Cordasco Financial Network
Florida
$12K – – –
GI
144
Gradient Investments
Minnesota
$12K – – –
PA
145
PSI Advisors
Florida
$11K +$10.1K +300 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.5K +313 New
DAM
147
Delta Asset Management
Tennessee
$10K – – –
AF
148
Allworth Financial
California
$9K – – –
AssetMark Inc
149
AssetMark Inc
California
$9K – – –
FAG
150
Fortitude Advisory Group
Washington
$8K +$7.75K +230 New
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.