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Reaves Utility Income Fund
UTG

Overview Fund Activity

113 hedge funds and large institutions have $166M invested in Reaves Utility Income Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
35
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.44M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
WANY
3
Wealthspire Advisors (New York)
New York
$1.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.9M
5
RJA
5
Raymond James & Associates
Florida
$3.07M

Top Sellers

1
YCM
1
Yakira Capital Management
Connecticut
$12.1M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$2M
4
KIM
4
Karpus Investment Management
New York
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.9M 541,518 +34,595 +7%
Bank of America
2
Bank of America
North Carolina
$15.4M 522,093 +39,399 +8%
Cohen & Steers
3
Cohen & Steers
New York
$13.6M 462,006 +12,100 +3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$13.2M 448,133 – –
YCM
5
Yakira Capital Management
Connecticut
$12.1M 411,809 -519,380 -56%
Wells Fargo
6
Wells Fargo
California
$8.44M 286,816 +60,583 +27%
GC
7
Guggenheim Capital
Illinois
$7.07M 240,263 -34,087 -12%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.88M 199,942 +20,729 +12%
AAM
9
Advisors Asset Management
Colorado
$4.84M 164,517 +350 +0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.44M 150,716 +21,908 +17%
WHRC
11
W.H. Reaves & Co
New Jersey
$4.37M 148,638 -3,381 -2%
CL
12
CSS LLC
Illinois
$4.35M 147,949 – –
UBS Group
13
UBS Group
Switzerland
$3.94M 134,029 +11,820 +10%
HBWM
14
Hollow Brook Wealth Management
New York
$3.71M 126,198 -3,691 -3%
RJA
15
Raymond James & Associates
Florida
$3.07M 104,150 +34,583 +50%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.04M 103,178 -519 -0.5%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$2.38M 80,957 – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.33M 79,141 +15,827 +25%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.31M 78,576 -56,809 -42%
Stifel Financial
20
Stifel Financial
Missouri
$2M 67,772 -85,963 -56%
LPL Financial
21
LPL Financial
California
$1.87M 63,555 +3,110 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.61M 54,805 +1,038 +2%
PAG
23
Private Advisor Group
New Jersey
$1.52M 51,691 +4,556 +10%
FFA
24
First Foundation Advisors
California
$1.3M 44,178 +6,741 +18%
Ameriprise
25
Ameriprise
Minnesota
$1.3M 43,266 +15,165 +54%
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