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Reaves Utility Income Fund
UTG

Overview Fund Activity

68 hedge funds and large institutions have $96.8M invested in Reaves Utility Income Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
18
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$2.74M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.41M
3
Citigroup
3
Citigroup
New York
$2.01M
4
Wells Fargo
4
Wells Fargo
California
$7.53M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.8M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
LPL Financial
2
LPL Financial
California
$2.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.8M
4
GC
4
Guggenheim Capital
Illinois
$5.98M
5
AAM
5
Advisors Asset Management
Colorado
$347K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.6M 355,740 -14,886 -4%
Morgan Stanley
2
Morgan Stanley
New York
$10.8M 333,222 -60,133 -15%
HBWM
3
Hollow Brook Wealth Management
New York
$7.81M 240,612 -38,109 -14%
Wells Fargo
4
Wells Fargo
California
$7.53M 231,780 +18,809 +9%
GC
5
Guggenheim Capital
Illinois
$5.98M 184,024 -57,042 -24%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$4.34M 133,656 -27,469 -17%
YCM
7
Yakira Capital Management
Connecticut
$4.33M 133,223 -4,796 -3%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.96M 121,980 +3,455 +3%
JHIU
9
Janus Henderson Investors US
Colorado
$3.23M 99,478 +6,228 +7%
WHRC
10
W.H. Reaves & Co
New Jersey
$3.15M 97,106 +69 +0.1%
GWM
11
Graybill Wealth Management
Illinois
$3.13M 96,365 -2,120 -2%
LPL Financial
12
LPL Financial
California
$2.75M 84,688 -75,994 -47%
Stifel Financial
13
Stifel Financial
Missouri
$2.74M 84,225 +51,489 +157%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.54M 78,109 +16,536 +27%
UBS Group
15
UBS Group
Switzerland
$2.47M 75,989 +4,686 +7%
Citigroup
16
Citigroup
New York
$2.01M 61,725 +20,279 +49%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.8M 55,274 +17,475 +46%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.62M 49,928 -3,767 -7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.41M 43,336 +20,548 +90%
RJA
20
Raymond James & Associates
Florida
$1.4M 43,005 +2,101 +5%
SCM
21
Sterling Capital Management
North Carolina
$1.05M 32,200 – –
NRS
22
Neville Rodie & Shaw
New York
$974K 30,000 – –
ISL
23
Ingalls & Snyder LLC
New York
$968K 29,800 +3,500 +13%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$888K 27,342 +1,037 +4%
Creative Planning
25
Creative Planning
Kansas
$788K 24,278 -665 -3%
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