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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
M
151
MOTCO
Texas
$7K – – –
OF
152
Outfitter Financial
Maine
$7K +$6.74K +200 New
GWM
153
Geneos Wealth Management
Colorado
$5K – – –
KFI
154
Key Financial Inc
Pennsylvania
$5K – – –
TFS
155
TrustCore Financial Services
Tennessee
$4K +$67 +2 +2%
BFC
156
Bedel Financial Consulting
Indiana
$4K +$3.37K +100 New
AWA
157
Amplius Wealth Advisors
Pennsylvania
$3K +$3.37K +100 New
JP Morgan Chase
158
JP Morgan Chase
New York
$2K – – –
GEA
159
Glen Eagle Advisors
New Jersey
$1.62K +$1.55K +46 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$1K +$539 +16 +320%
AA
161
ALPS Advisors
Colorado
– -$9.66M -294,933 Closed
ASN
162
Advisory Services Network
Georgia
– -$1.2M -36,612 Closed
DIA
163
Dana Investment Advisors
Wisconsin
– -$278K -8,491 Closed
NCG
164
Newport Capital Group
New Jersey
– -$239K -7,304 Closed
Citadel Advisors
165
Citadel Advisors
Florida
– -$214K -6,519 Closed
MA
166
MUFG Americas
New York
– -$91K -2,764 Closed
JPLA
167
Joseph P. Lucia & Associates
New York
– -$78K -2,375 Closed
CI
168
CX Institutional
Indiana
– -$71K -2,157 Closed
LWM
169
Liberty Wealth Management
California
– -$57K -1,750 Closed
DOA
170
D'Orazio & Associates
Virginia
– -$26K -805 Closed
MCM
171
MV Capital Management
Maryland
– -$23K -700 Closed
TRCT
172
Tower Research Capital (TRC)
New York
– -$10K -305 Closed
RIA
173
RPG Investment Advisory
California
– -$10K -300 Closed
AWA
174
Arkadios Wealth Advisors
Georgia
– -$8K -260 Closed
GKWIM
175
Gerber Kawasaki Wealth & Investment Management
California
– -$1K -1 Closed
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.