UTG icon

Reaves Utility Income Fund
UTG

Overview Fund Activity

96 hedge funds and large institutions have $184M invested in Reaves Utility Income Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
36
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$1.13M
2
Bank of America
Bank of America
North Carolina
+$1.06M
3
Cohen & Steers
Cohen & Steers
New York
+$1.02M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.01M
5
HBWM
Hollow Brook Wealth Management
New York
+$997K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$12.2M
2
RCM
Rivernorth Capital Management
Florida
-$8.02M
3
COLIM
City of London Investment Management
United Kingdom
-$6.78M
4
YCM
Yakira Capital Management
Connecticut
-$6.63M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
1
Yakira Capital Management
Connecticut
$28.6M -$6.63M -216,129 -19%
Morgan Stanley
2
Morgan Stanley
New York
$15.5M +$455K +14,842 +3%
Bank of America
3
Bank of America
North Carolina
$14.8M +$1.06M +34,652 +8%
Cohen & Steers
4
Cohen & Steers
New York
$13.8M +$1.02M +33,306 +8%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$13.7M – – –
GC
6
Guggenheim Capital
Illinois
$8.41M -$323K -10,549 -4%
Wells Fargo
7
Wells Fargo
California
$6.94M -$303K -9,872 -4%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.5M +$63.7K +2,077 +1%
AAM
9
Advisors Asset Management
Colorado
$5.03M +$762K +24,840 +18%
Stifel Financial
10
Stifel Financial
Missouri
$4.7M -$169K -5,543 -3%
WHRC
11
W.H. Reaves & Co
New Jersey
$4.66M -$221K -7,221 -5%
CL
12
CSS LLC
Illinois
$4.54M – – –
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$4.15M +$1.01M +33,099 +32%
HBWM
14
Hollow Brook Wealth Management
New York
$3.98M +$997K +32,521 +33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.95M +$221K +7,209 +6%
UBS Group
16
UBS Group
Switzerland
$3.75M +$381K +12,441 +11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.18M +$220K +7,169 +7%
RCM
18
Robinson Capital Management
Michigan
$2.65M -$61.3K -2,000 -2%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$2.48M – – –
RJA
20
Raymond James & Associates
Florida
$2.13M +$65.1K +2,122 +3%
KIM
21
Karpus Investment Management
New York
$2.12M -$3.07K -100 -0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.94M +$213K +6,961 +12%
LPL Financial
23
LPL Financial
California
$1.85M +$209K +6,827 +13%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.65M +$237K +7,746 +17%
PAG
25
Private Advisor Group
New Jersey
$1.45M +$1.13M +36,818 +357%
1
2 3 4 5