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Reaves Utility Income Fund
UTG

Overview Fund Activity

55 hedge funds and large institutions have $61.9M invested in Reaves Utility Income Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
22
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.91M
2
GC
2
Guggenheim Capital
Illinois
$4.14M
3
HBWM
3
Hollow Brook Wealth Management
New York
$2.89M
4
YCM
4
Yakira Capital Management
Connecticut
$4.01M
5
AAM
5
Advisors Asset Management
Colorado
$2.95M

Top Sellers

1
Invesco
1
Invesco
Georgia
$185K
2
NPC
2
National Planning Corporation
California
$1.3M
3
CA
3
Cornerstone Advisors
North Carolina
$3.28M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
FAAS
5
First Allied Advisory Services
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.03M 311,092 +2,904 +0.9%
Bank of America
2
Bank of America
North Carolina
$6.91M 238,130 +68,895 +41%
GC
3
Guggenheim Capital
Illinois
$4.14M 142,679 +50,602 +55%
YCM
4
Yakira Capital Management
Connecticut
$4.01M 138,200 +27,865 +25%
CA
5
Cornerstone Advisors
North Carolina
$3.28M 113,092 -21,810 -16%
AAM
6
Advisors Asset Management
Colorado
$2.95M 101,671 +13,506 +15%
Wells Fargo
7
Wells Fargo
California
$2.89M 99,522 -7,522 -7%
HBWM
8
Hollow Brook Wealth Management
New York
$2.89M 99,363 +47,476 +91%
Cohen & Steers
9
Cohen & Steers
New York
$2.86M 98,391 – –
LPL Financial
10
LPL Financial
California
$2.62M 89,491 +6,518 +8%
AIM
11
Assured Investment Management
New York
$2.16M 74,488 – –
U
12
UBS
Switzerland
$1.8M 62,056 +4,194 +7%
WHRC
13
W.H. Reaves & Co
New Jersey
$1.74M 60,083 -50 -0.1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.44M 49,478 +1,571 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.37M 47,149 -291 -0.6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.33M 45,793 +117 +0.3%
NPC
17
National Planning Corporation
California
$1.3M 45,100 -28,452 -39%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.01M 34,613 +1,934 +6%
CL
19
CSS LLC
Illinois
$997K 34,338 +322 +0.9%
NRS
20
Neville Rodie & Shaw
New York
$871K 30,000 – –
RJA
21
Raymond James & Associates
Florida
$618K 21,289 -525 -2%
ISL
22
Ingalls & Snyder LLC
New York
$542K 18,700 +400 +2%
Stifel Financial
23
Stifel Financial
Missouri
$510K 17,581 – –
LCM
24
Lucas Capital Management
New Jersey
$418K 14,387 – –
Creative Planning
25
Creative Planning
Kansas
$413K 14,233 +2,000 +16%
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