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Reaves Utility Income Fund
UTG

Overview Fund Activity

55 hedge funds and large institutions have $68.3M invested in Reaves Utility Income Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBWM
1
Hollow Brook Wealth Management
New York
$8.89M
2
CRC
2
Curi RMB Capital
Illinois
$1.03M
3
Wells Fargo
3
Wells Fargo
California
$4.49M
4
GC
4
Guggenheim Capital
Illinois
$7.6M
5
DA
5
Doliver Advisors
Texas
$625K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$8.68M
3
AIM
3
Assured Investment Management
New York
$542K
4
NPC
4
National Planning Corporation
California
$0
5
AAM
5
Advisors Asset Management
Colorado
$3.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.1M 334,483 -9,541 -3%
HBWM
2
Hollow Brook Wealth Management
New York
$8.89M 293,935 +191,190 +186%
Morgan Stanley
3
Morgan Stanley
New York
$8.68M 286,683 -63,592 -18%
GC
4
Guggenheim Capital
Illinois
$7.6M 251,021 +19,038 +8%
Wells Fargo
5
Wells Fargo
California
$4.49M 148,233 +30,779 +26%
AAM
6
Advisors Asset Management
Colorado
$3.39M 112,103 -15,219 -12%
WHRC
7
W.H. Reaves & Co
New Jersey
$2.44M 80,679 +5,096 +7%
LPL Financial
8
LPL Financial
California
$2.41M 79,486 -8,250 -9%
UBS Group
9
UBS Group
Switzerland
$1.7M 56,247 -6,766 -11%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.44M 47,602 -1,930 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.44M 47,423 +1,471 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.36M 44,789 -2,941 -6%
Cohen & Steers
13
Cohen & Steers
New York
$1.34M 44,165 – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.13M 37,232 +540 +1%
CRC
15
Curi RMB Capital
Illinois
$1.03M 33,948 +33,948 New
NRS
16
Neville Rodie & Shaw
New York
$908K 30,000 – –
YCM
17
Yakira Capital Management
Connecticut
$896K 29,616 -4,703 -14%
ISL
18
Ingalls & Snyder LLC
New York
$650K 21,500 +2,800 +15%
DA
19
Doliver Advisors
Texas
$625K 20,642 +13,784 +201%
RJA
20
Raymond James & Associates
Florida
$609K 20,130 -703 -3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$563K 18,647 +6,391 +52%
AIM
22
Assured Investment Management
New York
$542K 17,900 -56,588 -76%
Creative Planning
23
Creative Planning
Kansas
$541K 17,878 +3,245 +22%
AIG
24
American International Group
New York
$507K 16,759 +4,199 +33%
Stifel Financial
25
Stifel Financial
Missouri
$486K 16,070 +76 +0.5%
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