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Reaves Utility Income Fund
UTG

45 hedge funds and large institutions have $53.8M invested in Reaves Utility Income Fund in 2013 Q2 according to their latest regulatory filings, with 45 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.47% more ownership

Funds ownership: 0% → 7.47% (+7.5%)

Holders
45
Holders Change
+45
Holders Change %
–
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8M +$8.34M +322,035 New
Bank of America
2
Bank of America
North Carolina
$6.9M +$7.2M +278,112 New
CA
3
Cornerstone Advisors
North Carolina
$6.72M +$7.01M +270,907 New
Invesco
4
Invesco
Georgia
$2.83M +$2.95M +113,830 New
Wells Fargo
5
Wells Fargo
California
$2.6M +$2.71M +104,861 New
AAM
6
Advisors Asset Management
Colorado
$2.45M +$2.55M +98,642 New
LPL Financial
7
LPL Financial
California
$2.25M +$2.35M +90,808 New
Cohen & Steers
8
Cohen & Steers
New York
$2.1M +$2.19M +84,622 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.09M +$2.18M +84,032 New
AIM
10
Assured Investment Management
New York
$1.89M +$1.97M +76,127 New
U
11
UBS
Switzerland
$1.87M +$1.95M +75,346 New
HBWM
12
Hollow Brook Wealth Management
New York
$1.72M +$1.79M +69,285 New
WHRC
13
W.H. Reaves & Co
New Jersey
$1.7M +$1.77M +68,270 New
GPC
14
Glacier Peak Capital
Washington
$1.65M +$1.72M +66,430 New
SNC
15
Stifel Nicolaus & Co
Missouri
$1.53M +$1.6M +61,775 New
WAM
16
Wolverine Asset Management
Illinois
$1.46M +$1.52M +58,870 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.13M +$1.17M +45,357 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$769K +$801K +30,959 New
Nomura Holdings
19
Nomura Holdings
Japan
$709K +$742K +28,672 New
FAAS
20
First Allied Advisory Services
California
$606K +$632K +24,426 New
ISL
21
Ingalls & Snyder LLC
New York
$441K +$460K +17,783 New
Creative Planning
22
Creative Planning
Kansas
$365K +$381K +14,722 New
NPC
23
National Planning Corporation
California
$363K +$380K +14,666 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$352K +$367K +14,182 New
CCM
25
Catawba Capital Management
Virginia
$323K +$336K +12,995 New
1
2

UTG Hedge Fund Activity: Q2 2013 in Review

45 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q2 2013, worth a combined $53.8M.

Buyers outnumbered sellers: 45 funds opened new UTG positions and 0 closed out — a net gain of 45 holders — while 0 added to existing stakes and 0 trimmed.

  • 45 institutional investors held Reaves Utility Income Fund (UTG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $53.8M of Reaves Utility Income Fund stock for Q2 2013.
  • 45 funds opened new Reaves Utility Income Fund positions in Q2 2013 and 0 closed out, a net change of +45 holders.

Based on aggregated 13F filings for Q2 2013.