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Reaves Utility Income Fund
UTG

Overview Fund Activity

142 hedge funds and large institutions have $167M invested in Reaves Utility Income Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 21 closing their positions.

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
47
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Trek Financial
Arizona
$3.76M
2
NS
2
NBC Securities
Alabama
$1.79M
3
HAS
3
HBW Advisory Services
California
$4.07M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.5M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$360K
2
Bank of America
2
Bank of America
North Carolina
$17.8M
3
Ameriprise
3
Ameriprise
Minnesota
$6.11M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.84M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.8M 723,322 -40,349 -5%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M 708,910 +34,820 +5%
Wells Fargo
3
Wells Fargo
California
$11.3M 456,841 +6,184 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.1M 369,194 +34,951 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.75M 354,836 +31,503 +10%
RJA
6
Raymond James & Associates
Florida
$6.77M 274,618 +10,735 +4%
Ameriprise
7
Ameriprise
Minnesota
$6.11M 247,994 -36,120 -13%
LPL Financial
8
LPL Financial
California
$5.86M 237,570 +30,429 +15%
PAG
9
Private Advisor Group
New Jersey
$4.87M 197,714 +6,013 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.84M 196,284 -34,161 -15%
GC
11
Guggenheim Capital
Illinois
$4.1M 166,220 +14,067 +9%
HAS
12
HBW Advisory Services
California
$4.07M 165,115 +43,604 +36%
UBS Group
13
UBS Group
Switzerland
$4.03M 163,449 -23,187 -12%
Stifel Financial
14
Stifel Financial
Missouri
$3.97M 161,110 +10,649 +7%
TF
15
Trek Financial
Arizona
$3.76M 152,501 +135,335 +788%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.88M 116,657 -1,105 -0.9%
WHRC
17
W.H. Reaves & Co
New Jersey
$2.33M 94,677 -449 -0.5%
MFG
18
Magnus Financial Group
New York
$2.15M 87,041 +1,268 +1%
CAN
19
Cetera Advisor Networks
California
$2.12M 86,082 -577 -0.7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.98M 80,368 -8,314 -9%
NFG
21
Nations Financial Group
Iowa
$1.98M 80,149 -7,971 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.96M 79,628 +2,559 +3%
TWM
23
Tradition Wealth Management
Minnesota
$1.83M 74,126 +4,301 +6%
NS
24
NBC Securities
Alabama
$1.79M 72,775 +72,775 New
GLA
25
Good Life Advisors
Pennsylvania
$1.71M 69,405 +219 +0.3%
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