We are live on ! Find out more
UTG icon

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
GWSG
126
GPS Wealth Strategies Group
Colorado
$43K +$41.6K +1,253 New
IA
127
IFP Advisors
Florida
$41K +$47.8K +1,440 New
SWA
128
SOA Wealth Advisors
New York
$37K +$498 +15 +1%
LCM
129
Logan Capital Management
Pennsylvania
$35K – – –
DWP
130
Destiny Wealth Partners
Florida
$35K +$33.2K +1,000 New
WB
131
Webster Bank
Connecticut
$34K – – –
AWM
132
Accel Wealth Management
Iowa
$29K – – –
1IA
133
1834 Investment Advisors
Wisconsin
$28K – – –
T
134
TCWP
Ohio
$23K +$22.2K +670 New
WAM
135
Worth Asset Management
Texas
$23K +$23.9K +720 New
AA
136
AlphaMark Advisors
Kentucky
$21K – – –
OCM
137
Orion Capital Management
California
$21K – – –
PCG
138
Private Capital Group
Connecticut
$21K – – –
AWM
139
Avior Wealth Management
Nebraska
$20K – – –
UB
140
UMB Bank
Missouri
$20K +$19K +574 New
VCM
141
Vigilant Capital Management
Maine
$17K +$16.6K +500 New
RE
142
RBC Europe
United Kingdom
$15K – – –
WSCM
143
Wellington Shields Capital Management
New York
$15K +$14.3K +432 New
CFN
144
Cordasco Financial Network
Florida
$12K – – –
CAL
145
Capital Analysts LLC
Pennsylvania
$12K +$11.6K +350 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$11K +$166 +5 +2%
RG
147
Retirement Group
California
$11K +$10.3K +310 New
FPB
148
First PREMIER Bank
South Dakota
$10K +$9.96K +300 New
AF
149
Allworth Financial
California
$9K – – –
TFS
150
TrustCore Financial Services
Tennessee
$9K +$5.04K +152 +126%
4 5
6
7 8

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.