We are live on ! Find out more
UTG icon

Reaves Utility Income Fund
UTG

160 hedge funds and large institutions have $227M invested in Reaves Utility Income Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more capital invested

Capital invested by funds: $226M → $227M (+$1.48M)

0% more funds holding

Funds holding: 160 → 160 (0)

0.16% less ownership

Funds ownership: 9.87% → 9.71% (-0.16%)

Holders
160
Holders Change
–
Holders Change %
0%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
59
Reduced
29
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.44M
2
DA
Doliver Advisors
Texas
+$1.38M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.31M
4
RJA
Raymond James & Associates
Florida
+$1.02M
5
Bank of America
Bank of America
North Carolina
+$957K

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
-$1.42M
2
SFS
Sowell Financial Services
Arkansas
-$1.41M
3
C
Certuity
Florida
-$867K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$861K
5
ASFA
All Season Financial Advisors
Colorado
-$689K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24M +$957K +28,829 +4%
Morgan Stanley
2
Morgan Stanley
New York
$22M +$1.44M +43,526 +7%
Wells Fargo
3
Wells Fargo
California
$14.1M +$251K +7,565 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.2M +$98.6K +2,971 +0.8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.8M -$861K -25,959 -7%
PA
6
Paralel Advisors
Colorado
$10.2M – – –
Ameriprise
7
Ameriprise
Minnesota
$8.77M +$603K +18,176 +8%
RJA
8
Raymond James & Associates
Florida
$8.23M +$1.02M +30,781 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.82M -$66.6K -2,006 -0.9%
UBS Group
10
UBS Group
Switzerland
$7.02M -$520K -15,666 -7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.89M +$269K +8,110 +5%
PAG
12
Private Advisor Group
New Jersey
$5.42M +$76.7K +2,311 +1%
LPL Financial
13
LPL Financial
California
$5.24M +$355K +10,708 +8%
Stifel Financial
14
Stifel Financial
Missouri
$4.38M +$16.7K +502 +0.4%
WHRC
15
W.H. Reaves & Co
New Jersey
$3.83M +$57.7K +1,740 +2%
GC
16
Guggenheim Capital
Illinois
$3.55M -$266K -8,008 -7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.43M +$751K +22,615 +29%
HAS
18
HBW Advisory Services
California
$3.27M +$266K +8,026 +9%
NFG
19
Nations Financial Group
Iowa
$3.2M -$268K -8,072 -8%
FWM
20
Focused Wealth Management
New York
$2.89M +$345K +10,383 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.86M +$1.31M +39,594 +92%
TWM
22
Tradition Wealth Management
Minnesota
$2.72M +$29.6K +892 +1%
MFG
23
Magnus Financial Group
New York
$2.65M +$74.6K +2,247 +3%
WANY
24
Wealthspire Advisors (New York)
New York
$2.02M +$377K +11,363 +24%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.95M +$176K +5,300 +10%
1
2 3 4 5

UTG Hedge Fund Activity: Q1 2022 in Review

160 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q1 2022, worth a combined $227M — up 0.65% from $226M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UTG positions and 23 closed out — a net gain of 3 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.44M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.42M.

  • 160 institutional investors held Reaves Utility Income Fund (UTG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $227M of Reaves Utility Income Fund stock for Q1 2022, up 0.65% quarter-over-quarter.
  • 26 funds opened new Reaves Utility Income Fund positions in Q1 2022 and 23 closed out, a net change of +3 holders.
  • The largest Reaves Utility Income Fund buyer in Q1 2022 was Morgan Stanley, an estimated $1.44M added.
  • The largest Reaves Utility Income Fund seller in Q1 2022 was Ahrens Investment Partners, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2022.