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Reaves Utility Income Fund
UTG

Overview Fund Activity

131 hedge funds and large institutions have $174M invested in Reaves Utility Income Fund in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
39
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
FourThought Financial
Florida
$1.06M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.1M
3
LCM
3
Landscape Capital Management
New Jersey
$983K
4
MIM
4
Merrion Investment Management
New Jersey
$820K
5
AIP
5
Ahrens Investment Partners
Louisiana
$1.14M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$4.79M
4
AAS
4
Avantax Advisory Services
Texas
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.4M 622,979 +14,605 +2%
Morgan Stanley
2
Morgan Stanley
New York
$18.1M 553,328 +31,732 +6%
Wells Fargo
3
Wells Fargo
California
$12.4M 378,627 -5,916 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.41M 286,902 +16,405 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.69M 264,928 -1,319 -0.5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.03M 214,273 +6,764 +3%
UBS Group
7
UBS Group
Switzerland
$6.97M 212,610 +582 +0.3%
Ameriprise
8
Ameriprise
Minnesota
$6.14M 188,220 +3,055 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.61M 171,164 +19,410 +13%
PAG
10
Private Advisor Group
New Jersey
$4.88M 148,934 +12,251 +9%
GC
11
Guggenheim Capital
Illinois
$4.79M 145,964 -39,778 -21%
Stifel Financial
12
Stifel Financial
Missouri
$3.95M 120,363 +872 +0.7%
WHRC
13
W.H. Reaves & Co
New Jersey
$3.37M 102,797 -657 -0.6%
LPL Financial
14
LPL Financial
California
$3.24M 98,688 +4,886 +5%
HBWM
15
Hollow Brook Wealth Management
New York
$2.74M 83,442 -4,907 -6%
SFS
16
Sowell Financial Services
Arkansas
$2.72M 83,011 +3,434 +4%
IWA
17
IBEX Wealth Advisors
New Jersey
$2.25M 68,582 -912 -1%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.15M 65,498 -3,186 -5%
CAN
19
Cetera Advisor Networks
California
$2.12M 64,738 -1,061 -2%
GIM
20
Guild Investment Management
California
$2.12M 64,730 -5,620 -8%
MFG
21
Magnus Financial Group
New York
$2.1M 64,120 +263 +0.4%
FWM
22
Focused Wealth Management
New York
$2.09M 63,728 -3,518 -5%
SPIA
23
Steward Partners Investment Advisory
New York
$1.82M 55,562 +4,798 +9%
RJA
24
Raymond James & Associates
Florida
$1.81M 55,067 +1,211 +2%
WANY
25
Wealthspire Advisors (New York)
New York
$1.72M 52,372 -20,258 -28%
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