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Reaves Utility Income Fund
UTG

Overview Fund Activity

160 hedge funds and large institutions have $226M invested in Reaves Utility Income Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
59
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Paralel Advisors
Colorado
$10.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.8M
3
TWM
3
Tradition Wealth Management
Minnesota
$2.74M
4
PAG
4
Private Advisor Group
New Jersey
$5.43M
5
OC
5
Oppenheimer & Co
New York
$1.09M

Top Sellers

1
AA
1
ALPS Advisors
Colorado
$0
2
ASN
2
Advisory Services Network
Georgia
$0
3
GC
3
Guggenheim Capital
Illinois
$3.89M
4
Ameriprise
4
Ameriprise
Minnesota
$8.27M
5
WANY
5
Wealthspire Advisors (New York)
New York
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.4M 665,586 +12,848 +2%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M 591,584 +47,911 +9%
Wells Fargo
3
Wells Fargo
California
$14M 399,406 -3,174 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.9M 368,430 +1,366 +0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.3M 350,705 +20,215 +6%
PA
6
Paralel Advisors
Colorado
$10.4M 294,933 +294,933 New
Ameriprise
7
Ameriprise
Minnesota
$8.27M 235,530 -18,506 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.01M 228,144 +3,369 +1%
UBS Group
9
UBS Group
Switzerland
$7.69M 218,845 -6,014 -3%
RJA
10
Raymond James & Associates
Florida
$7.28M 207,301 +6,857 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.7M 162,155 +5,785 +4%
PAG
12
Private Advisor Group
New Jersey
$5.43M 154,492 +33,201 +27%
LPL Financial
13
LPL Financial
California
$4.95M 140,952 +7,087 +5%
Stifel Financial
14
Stifel Financial
Missouri
$4.43M 126,193 +2,263 +2%
GC
15
Guggenheim Capital
Illinois
$3.89M 110,694 -19,783 -15%
WHRC
16
W.H. Reaves & Co
New Jersey
$3.83M 109,127 +1,658 +2%
NFG
17
Nations Financial Group
Iowa
$3.53M 100,548 +3,547 +4%
HAS
18
HBW Advisory Services
California
$3.04M 86,495 +14,895 +21%
TWM
19
Tradition Wealth Management
Minnesota
$2.74M 77,877 +35,210 +83%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.69M 76,672 +10,677 +16%
MFG
21
Magnus Financial Group
New York
$2.62M 74,448 +2,062 +3%
FWM
22
Focused Wealth Management
New York
$2.57M 73,109 -1,419 -2%
IWA
23
IBEX Wealth Advisors
New Jersey
$2.16M 61,623 -2,935 -5%
CAN
24
Cetera Advisor Networks
California
$1.97M 55,977 +10,067 +22%
AIP
25
Ahrens Investment Partners
Louisiana
$1.85M 52,800 +14,200 +37%
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