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Reaves Utility Income Fund
UTG

Overview Fund Activity

75 hedge funds and large institutions have $93.4M invested in Reaves Utility Income Fund in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
29
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$2.68M
2
Cohen & Steers
2
Cohen & Steers
New York
$2M
3
FMA
3
FNY Managed Accounts
New York
$1.75M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$1.63M
5
CRC
5
Curi RMB Capital
Illinois
$1.24M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$863K
2
UBS Group
2
UBS Group
Switzerland
$2.14M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
YCM
4
Yakira Capital Management
Connecticut
$316K
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12.8M 404,816 +19,143 +5%
Morgan Stanley
2
Morgan Stanley
New York
$11.2M 352,237 -5,468 -2%
GC
3
Guggenheim Capital
Illinois
$6.64M 209,589 +1,739 +0.8%
Wells Fargo
4
Wells Fargo
California
$6.25M 197,273 +16,404 +9%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$4.12M 129,998 +9,631 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.63M 114,386 +2,766 +2%
HBWM
7
Hollow Brook Wealth Management
New York
$3.27M 103,046 -269 -0.3%
WHRC
8
W.H. Reaves & Co
New Jersey
$3.06M 96,407 +2,147 +2%
GWM
9
Graybill Wealth Management
Illinois
$2.94M 92,763 -1,060 -1%
CA
10
Cornerstone Advisors
North Carolina
$2.68M 84,412 +84,412 New
UBS Group
11
UBS Group
Switzerland
$2.14M 67,335 -18,501 -22%
RJA
12
Raymond James & Associates
Florida
$2.1M 66,291 +23,332 +54%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.05M 64,708 +3,199 +5%
Cohen & Steers
14
Cohen & Steers
New York
$2M 63,013 +63,013 New
FMA
15
FNY Managed Accounts
New York
$1.75M 55,200 +55,200 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.71M 53,830 -3,495 -6%
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$1.63M 51,310 +51,310 New
BF
18
BOK Financial
Oklahoma
$1.35M 42,446 +9,112 +27%
CRC
19
Curi RMB Capital
Illinois
$1.24M 39,200 +39,200 New
Citigroup
20
Citigroup
New York
$1.22M 38,330 +19,950 +109%
Stifel Financial
21
Stifel Financial
Missouri
$1.17M 37,043 +5,882 +19%
LPL Financial
22
LPL Financial
California
$1.15M 36,390 +3,834 +12%
Creative Planning
23
Creative Planning
Kansas
$1.12M 35,376 +10,222 +41%
AAM
24
Advisors Asset Management
Colorado
$1.08M 33,915 -1,240 -4%
SCM
25
Sterling Capital Management
North Carolina
$1.02M 32,200 – –
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