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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
FAG
151
Fortitude Advisory Group
Washington
$8K – – –
M
152
MOTCO
Texas
$7K – – –
BCMLT
153
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K +$5.41K +163 New
KFI
154
Key Financial Inc
Pennsylvania
$5K – – –
GWM
155
Geneos Wealth Management
Colorado
$4K – – –
BFC
156
Bedel Financial Consulting
Indiana
$3K – – –
JP Morgan Chase
157
JP Morgan Chase
New York
$2K – – –
MFT
158
Moisand Fitzgerald Tamayo
Florida
$2K +$2.26K +68 New
GEA
159
Glen Eagle Advisors
New Jersey
$1.59K – – –
SFS
160
Sowell Financial Services
Arkansas
– -$1.41M -40,135 Closed
C
161
Certuity
Florida
– -$867K -24,682 Closed
ASFA
162
All Season Financial Advisors
Colorado
– -$689K -19,618 Closed
CFGS
163
Concourse Financial Group Securities
Alabama
– -$452K -13,609 Closed
TF
164
Trek Financial
Arizona
– -$411K -11,701 Closed
CNB
165
Camden National Bank
Maine
– -$307K -8,737 Closed
TDC
166
Thompson Davis & Co
Virginia
– -$267K -7,600 Closed
AF
167
Advisornet Financial
Minnesota
– -$263K -7,485 Closed
SNBOSCI
168
Security National Bank of Sioux City Iowa
Iowa
– -$227K -6,464 Closed
NA
169
NewEdge Advisors
Louisiana
– -$216K -6,132 Closed
TCWM
170
Total Clarity Wealth Management
Illinois
– -$212K -6,048 Closed
CA
171
Clearstead Advisors
Ohio
– -$102K -2,918 Closed
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
– -$88K -2,500 Closed
CA
173
CoreCap Advisors
Michigan
– -$73K -2,090 Closed
AFS
174
Annapolis Financial Services
Maryland
– -$70K -2,000 Closed
ME
175
McIlrath & Eck
Washington
– -$70K -2,000 Closed
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.