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Reaves Utility Income Fund
UTG

Overview Fund Activity

61 hedge funds and large institutions have $73.2M invested in Reaves Utility Income Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
19
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.3M
2
GC
2
Guggenheim Capital
Illinois
$7.62M
3
UBS Group
3
UBS Group
Switzerland
$2.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.5M
5
AAM
5
Advisors Asset Management
Colorado
$4.18M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$1.13M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.45M
3
CA
3
Cornerstone Advisors
North Carolina
$2.44M
4
CL
4
CSS LLC
Illinois
$0
5
NPC
5
National Planning Corporation
California
$871K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.5M 350,275 +39,183 +13%
Bank of America
2
Bank of America
North Carolina
$11.3M 344,024 +105,894 +44%
GC
3
Guggenheim Capital
Illinois
$7.62M 231,983 +89,304 +63%
AAM
4
Advisors Asset Management
Colorado
$4.18M 127,322 +25,651 +25%
Wells Fargo
5
Wells Fargo
California
$3.86M 117,454 +17,932 +18%
HBWM
6
Hollow Brook Wealth Management
New York
$3.38M 102,745 +3,382 +3%
LPL Financial
7
LPL Financial
California
$2.88M 87,736 -1,755 -2%
WHRC
8
W.H. Reaves & Co
New Jersey
$2.48M 75,583 +15,500 +26%
AIM
9
Assured Investment Management
New York
$2.45M 74,488 – –
CA
10
Cornerstone Advisors
North Carolina
$2.44M 74,322 -38,770 -34%
UBS Group
11
UBS Group
Switzerland
$2.07M 63,013 +63,013 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.63M 49,532 +54 +0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.57M 47,730 +581 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.51M 45,952 +159 +0.3%
Cohen & Steers
15
Cohen & Steers
New York
$1.45M 44,165 -54,226 -55%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.21M 36,692 +2,079 +6%
YCM
17
Yakira Capital Management
Connecticut
$1.13M 34,319 -103,881 -75%
NRS
18
Neville Rodie & Shaw
New York
$986K 30,000 – –
NPC
19
National Planning Corporation
California
$871K 27,282 -17,818 -40%
RJA
20
Raymond James & Associates
Florida
$684K 20,833 -456 -2%
ISL
21
Ingalls & Snyder LLC
New York
$614K 18,700 – –
Stifel Financial
22
Stifel Financial
Missouri
$525K 15,994 -1,587 -9%
Creative Planning
23
Creative Planning
Kansas
$481K 14,633 +400 +3%
LCM
24
Lucas Capital Management
New Jersey
$473K 14,387 – –
FWM
25
Focused Wealth Management
New York
$454K 13,823 +2,211 +19%
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