Reaves Utility Income Fund
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.
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
62% more capital inflows, than outflows
Capital inflows: $25.8M | Capital outflows: $16M
6% more funds holding
Funds holding: 151 → 160 (+9)
1.18% less ownership
Funds ownership: 11.05% → 9.87% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.61M |
| 2 |
Tradition Wealth Management
Edina,
Minnesota
|
+$1.19M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.12M |
| 4 |
Oppenheimer & Co
New York
|
+$1.04M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$681K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ALPS Advisors
Denver,
Colorado
|
-$9.7M |
| 2 |
Advisory Services Network
Atlanta,
Georgia
|
-$1.2M |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
-$666K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$623K |
| 5 |
Wealthspire Advisors (New York)
New York
|
-$586K |
UTG Hedge Fund Activity: Q4 2021 in Review
160 of the 6,522 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 $9.7M 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 $9.7M sold.
Based on aggregated 13F filings for Q4 2021.