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Reaves Utility Income Fund
UTG

Overview Fund Activity

45 hedge funds and large institutions have $51.7M invested in Reaves Utility Income Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
13
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$1.19M
2
CA
2
Cornerstone Advisors
North Carolina
$7.83M
3
NPC
3
National Planning Corporation
California
$1.05M
4
RJA
4
Raymond James & Associates
Florida
$596K
5
AAM
5
Advisors Asset Management
Colorado
$3.01M

Top Sellers

1
GPC
1
Glacier Peak Capital
Washington
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$6.58M
4
Bank of America
4
Bank of America
North Carolina
$5.71M
5
Nomura Holdings
5
Nomura Holdings
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisors
North Carolina
$7.83M 312,322 +47,247 +18%
Morgan Stanley
2
Morgan Stanley
New York
$6.58M 262,361 -52,742 -17%
Bank of America
3
Bank of America
North Carolina
$5.71M 227,686 -44,439 -16%
AAM
4
Advisors Asset Management
Colorado
$3.01M 120,114 +23,595 +24%
Wells Fargo
5
Wells Fargo
California
$2.73M 108,766 +6,162 +6%
Invesco
6
Invesco
Georgia
$2.71M 108,244 -3,136 -3%
Cohen & Steers
7
Cohen & Steers
New York
$2.47M 98,391 +15,591 +19%
LPL Financial
8
LPL Financial
California
$2.08M 82,408 -6,445 -7%
AIM
9
Assured Investment Management
New York
$1.87M 74,488 – –
U
10
UBS
Switzerland
$1.85M 73,893 +169 +0.2%
SNC
11
Stifel Nicolaus & Co
Missouri
$1.8M 71,820 +11,375 +19%
WHRC
12
W.H. Reaves & Co
New Jersey
$1.68M 66,800 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.64M 65,232 -16,991 -21%
HBWM
14
Hollow Brook Wealth Management
New York
$1.26M 50,160 -17,634 -26%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.19M 47,326 +47,326 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.19M 47,251 +2,870 +6%
NPC
17
National Planning Corporation
California
$1.05M 41,330 +26,980 +188%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$761K 30,341 +48 +0.2%
RJA
19
Raymond James & Associates
Florida
$596K 23,767 +23,767 New
FAAS
20
First Allied Advisory Services
California
$575K 22,900 -1,000 -4%
ISL
21
Ingalls & Snyder LLC
New York
$436K 17,400 – –
FWM
22
Focused Wealth Management
New York
$404K 16,113 +16,113 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$347K 13,833 -44 -0.3%
CCM
24
Catawba Capital Management
Virginia
$316K 12,590 -125 -1%
DA
25
Doliver Advisors
Texas
$307K 12,230 +12,230 New
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