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Reaves Utility Income Fund
UTG

Overview Fund Activity

52 hedge funds and large institutions have $57.6M invested in Reaves Utility Income Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.99M
2
Stifel Financial
2
Stifel Financial
Missouri
$630K
3
Creative Planning
3
Creative Planning
Kansas
$488K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.36M
5
Wells Fargo
5
Wells Fargo
California
$3.18M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$5.99M
2
YCM
2
Yakira Capital Management
Connecticut
$3.3M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.17M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.99M 323,946 +51,601 +19%
CA
2
Cornerstone Advisors
North Carolina
$5.99M 215,895 -82,327 -28%
Bank of America
3
Bank of America
North Carolina
$4.52M 162,700 -12,136 -7%
YCM
4
Yakira Capital Management
Connecticut
$3.3M 120,280 -68,952 -36%
Wells Fargo
5
Wells Fargo
California
$3.18M 114,548 +4,697 +4%
AAM
6
Advisors Asset Management
Colorado
$3.04M 109,678 -5,365 -5%
Cohen & Steers
7
Cohen & Steers
New York
$2.73M 98,391 – –
Invesco
8
Invesco
Georgia
$2.61M 93,856 -8,418 -8%
LPL Financial
9
LPL Financial
California
$2.16M 77,960 -3,838 -5%
AIM
10
Assured Investment Management
New York
$2.07M 74,488 – –
NPC
11
National Planning Corporation
California
$2.03M 72,932 +861 +1%
HBWM
12
Hollow Brook Wealth Management
New York
$1.93M 69,521 +3,033 +5%
WHRC
13
W.H. Reaves & Co
New Jersey
$1.71M 61,749 -951 -2%
U
14
UBS
Switzerland
$1.64M 59,009 +821 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.36M 48,912 +5,195 +12%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.29M 46,370 +625 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.17M 42,148 -20,005 -32%
CL
18
CSS LLC
Illinois
$944K 34,016 +358 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$937K 33,738 +4,554 +16%
RJA
20
Raymond James & Associates
Florida
$647K 23,321 -572 -2%
FAAS
21
First Allied Advisory Services
California
$638K 22,900 – –
Stifel Financial
22
Stifel Financial
Missouri
$630K 22,680 +22,680 New
ISL
23
Ingalls & Snyder LLC
New York
$508K 18,300 +900 +5%
Creative Planning
24
Creative Planning
Kansas
$488K 17,567 +6,821 +63%
LCM
25
Lucas Capital Management
New Jersey
$399K 14,387 +3,500 +32%
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