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Reaves Utility Income Fund
UTG

Overview Fund Activity

130 hedge funds and large institutions have $188M invested in Reaves Utility Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
51
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
Guild Investment Management
California
+$2.58M
2
Bank of America
Bank of America
North Carolina
+$2.05M
3
Wells Fargo
Wells Fargo
California
+$762K
4
CNB
Camden National Bank
Maine
+$645K
5
UBS Group
UBS Group
Switzerland
+$639K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.96M
2
AAM
Advisors Asset Management
Colorado
-$1.62M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.11M
4
GC
Guggenheim Capital
Illinois
-$903K
5
WAM
Weiss Asset Management
Massachusetts
-$795K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.5M +$2.05M +55,434 +8%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M +$504K +13,593 +2%
Wells Fargo
3
Wells Fargo
California
$14.5M +$762K +20,566 +6%
GC
4
Guggenheim Capital
Illinois
$7.1M -$903K -24,367 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.44M +$278K +7,503 +5%
UBS Group
6
UBS Group
Switzerland
$6.05M +$639K +17,250 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.84M +$584K +15,769 +11%
Ameriprise
8
Ameriprise
Minnesota
$5.83M +$573K +15,458 +11%
WANY
9
Wealthspire Advisors (New York)
New York
$5.23M +$536K +14,456 +11%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.7M -$130K -3,503 -3%
HBWM
11
Hollow Brook Wealth Management
New York
$4.54M +$275K +7,410 +6%
WHRC
12
W.H. Reaves & Co
New Jersey
$4.51M +$36.8K +994 +0.8%
AAM
13
Advisors Asset Management
Colorado
$4.08M -$1.62M -43,633 -28%
Cohen & Steers
14
Cohen & Steers
New York
$4.01M -$1.96M -52,890 -33%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.51M +$116K +3,131 +3%
PAG
16
Private Advisor Group
New Jersey
$3.39M +$276K +7,459 +9%
Stifel Financial
17
Stifel Financial
Missouri
$3.16M +$81.3K +2,191 +3%
GIM
18
Guild Investment Management
California
$3.06M +$2.58M +69,690 +542%
SFS
19
Sowell Financial Services
Arkansas
$2.79M +$221K +5,953 +9%
LPL Financial
20
LPL Financial
California
$2.64M +$162K +4,375 +7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.4M +$133K +3,582 +6%
IWA
22
IBEX Wealth Advisors
New Jersey
$2.3M +$24.7K +667 +1%
FWM
23
Focused Wealth Management
New York
$2.12M +$231K +6,224 +12%
MFG
24
Magnus Financial Group
New York
$2.1M +$44.9K +1,211 +2%
RJA
25
Raymond James & Associates
Florida
$1.93M +$18.4K +497 +1%
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