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Reaves Utility Income Fund
UTG

Overview Fund Activity

147 hedge funds and large institutions have $183M invested in Reaves Utility Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
49
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
1
ORG Partners
Indiana
$891K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.09M
3
CC
3
Claybrook Capital
Massachusetts
$1.82M
4
SFS
4
Sowell Financial Services
Arkansas
$2.06M
5
HAS
5
HBW Advisory Services
California
$3.33M

Top Sellers

1
TF
1
Trek Financial
Arizona
$471K
2
Morgan Stanley
2
Morgan Stanley
New York
$18.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.16M
4
Ameriprise
4
Ameriprise
Minnesota
$7.79M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.9M 763,671 +12,883 +2%
Morgan Stanley
2
Morgan Stanley
New York
$18.5M 674,090 -25,028 -4%
Wells Fargo
3
Wells Fargo
California
$12.4M 450,657 -2,004 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.16M 334,243 -18,890 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.87M 323,333 +2,711 +0.8%
Ameriprise
6
Ameriprise
Minnesota
$7.79M 284,114 -18,429 -6%
RJA
7
Raymond James & Associates
Florida
$7.24M 263,883 -7,243 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.32M 230,445 -7,326 -3%
LPL Financial
9
LPL Financial
California
$5.68M 207,141 +15,254 +8%
PAG
10
Private Advisor Group
New Jersey
$5.26M 191,701 +3,691 +2%
UBS Group
11
UBS Group
Switzerland
$5.12M 186,636 -117 -0.1%
GC
12
Guggenheim Capital
Illinois
$4.17M 152,153 +10,720 +8%
Stifel Financial
13
Stifel Financial
Missouri
$4.13M 150,461 -81 -0.1%
HAS
14
HBW Advisory Services
California
$3.33M 121,511 +16,151 +15%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.23M 117,762 -5,313 -4%
FWM
16
Focused Wealth Management
New York
$2.7M 98,449 +5,675 +6%
WHRC
17
W.H. Reaves & Co
New Jersey
$2.61M 95,126 +1,748 +2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.43M 88,682 -5,156 -5%
NFG
19
Nations Financial Group
Iowa
$2.42M 88,120 -3,133 -3%
CAN
20
Cetera Advisor Networks
California
$2.38M 86,659 +737 +0.9%
MFG
21
Magnus Financial Group
New York
$2.35M 85,773 +998 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.11M 77,069 +4,443 +6%
SFS
23
Sowell Financial Services
Arkansas
$2.06M 75,218 +17,583 +31%
TWM
24
Tradition Wealth Management
Minnesota
$1.92M 69,825 +5,118 +8%
GLA
25
Good Life Advisors
Pennsylvania
$1.9M 69,186 -1,016 -1%
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