Reaves Utility Income Fund
152 hedge funds and large institutions have $211M invested in Reaves Utility Income Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 26 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 34
0.33% more ownership
Funds ownership: 9.71% → 10.04% (+0.33%)
5% less funds holding
Funds holding: 160 → 152 (-8)
7% less capital invested
Capital invested by funds: $227M → $211M (-$16.4M)
27% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.73M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.94M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.57M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.04M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.44M |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$1.37M |
| 3 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$584K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$527K |
| 5 |
Morgan Stanley
New York
|
-$442K |
UTG Hedge Fund Activity: Q2 2022 in Review
152 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q2 2022, worth a combined $211M — down 7.2% from $227M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of UTG and 19 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 55 added.
The largest buyer was Ameriprise, adding an estimated $2.73M. The largest seller was Doliver Advisors, exiting entirely with an estimated $1.44M sold.
- 152 institutional investors held Reaves Utility Income Fund (UTG) as of Q2 2022, down from 160 in Q1 2022.
- Funds reported $211M of Reaves Utility Income Fund stock for Q2 2022, down 7.2% quarter-over-quarter.
- 19 funds opened new Reaves Utility Income Fund positions in Q2 2022 and 26 closed out, a net change of -7 holders.
- The largest Reaves Utility Income Fund buyer in Q2 2022 was Ameriprise, an estimated $2.73M added.
- The largest Reaves Utility Income Fund seller in Q2 2022 was Doliver Advisors, an estimated $1.44M sold.
Based on aggregated 13F filings for Q2 2022.