We are live on ! Find out more
UTG icon

Reaves Utility Income Fund
UTG

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.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

12% more capital invested

Capital invested by funds: $202M → $226M (+$24M)

6% more funds holding

Funds holding: 151 → 160 (+9)

1.18% less ownership

Funds ownership: 11.05% → 9.87% (-1.2%)

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.46%
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
Morgan Stanley
Morgan Stanley
New York
+$1.61M
2
TWM
Tradition Wealth Management
Minnesota
+$1.19M
3
PAG
Private Advisor Group
New Jersey
+$1.12M
4
OC
Oppenheimer & Co
New York
+$1.04M
5
Osaic Holdings
Osaic Holdings
Arizona
+$681K

Top Sellers

1
AA
ALPS Advisors
Colorado
-$9.66M
2
ASN
Advisory Services Network
Georgia
-$1.2M
3
GC
Guggenheim Capital
Illinois
-$666K
4
Ameriprise
Ameriprise
Minnesota
-$623K
5
WANY
Wealthspire Advisors (New York)
New York
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$23.4M +$433K +12,848 +2%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M +$1.61M +47,911 +9%
Wells Fargo
3
Wells Fargo
California
$14M -$107K -3,174 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.9M +$46K +1,366 +0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$12.3M +$681K +20,215 +6%
PA
6
Paralel Advisors
Colorado
$10.4M +$9.94M +294,933 New
Ameriprise
7
Ameriprise
Minnesota
$8.27M -$623K -18,506 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.01M +$113K +3,369 +1%
UBS Group
9
UBS Group
Switzerland
$7.69M -$203K -6,014 -3%
RJA
10
Raymond James & Associates
Florida
$7.28M +$231K +6,857 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.7M +$195K +5,785 +4%
PAG
12
Private Advisor Group
New Jersey
$5.43M +$1.12M +33,201 +27%
LPL Financial
13
LPL Financial
California
$4.95M +$239K +7,087 +5%
Stifel Financial
14
Stifel Financial
Missouri
$4.43M +$76.2K +2,263 +2%
GC
15
Guggenheim Capital
Illinois
$3.89M -$666K -19,783 -15%
WHRC
16
W.H. Reaves & Co
New Jersey
$3.83M +$55.9K +1,658 +2%
NFG
17
Nations Financial Group
Iowa
$3.53M +$119K +3,547 +4%
HAS
18
HBW Advisory Services
California
$3.04M +$502K +14,895 +21%
TWM
19
Tradition Wealth Management
Minnesota
$2.73M +$1.19M +35,210 +83%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.69M +$360K +10,677 +16%
MFG
21
Magnus Financial Group
New York
$2.62M +$69.5K +2,062 +3%
FWM
22
Focused Wealth Management
New York
$2.57M -$47.8K -1,419 -2%
IWA
23
IBEX Wealth Advisors
New Jersey
$2.16M -$98.9K -2,935 -5%
CAN
24
Cetera Advisor Networks
California
$1.97M +$339K +10,067 +22%
AIP
25
Ahrens Investment Partners
Louisiana
$1.85M +$478K +14,200 +37%
1
2 3 4 5

UTG Hedge Fund Activity: Q4 2021 in Review

160 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2021, worth a combined $226M — up 12% from $202M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UTG positions and 16 closed out — a net gain of 13 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was ALPS Advisors, exiting entirely with an estimated $9.66M sold.

  • 160 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2021, up from 151 in Q3 2021.
  • Funds reported $226M of Reaves Utility Income Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 29 funds opened new Reaves Utility Income Fund positions in Q4 2021 and 16 closed out, a net change of +13 holders.
  • The largest Reaves Utility Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.61M added.
  • The largest Reaves Utility Income Fund seller in Q4 2021 was ALPS Advisors, an estimated $9.66M sold.

Based on aggregated 13F filings for Q4 2021.