Reaves Utility Income Fund
202 hedge funds and large institutions have $325M invested in Reaves Utility Income Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 18 closing their positions.
241% more capital inflows, than outflows
Capital inflows: $46.5M | Capital outflows: $13.6M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
98% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 42
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
2% more funds holding
Funds holding: 198 → 202 (+4)
0.92% more ownership
Funds ownership: 12.07% → 12.99% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$5.94M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.11M |
| 3 |
Oak Family Advisors
Chicago,
Illinois
|
+$2.63M |
| 4 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.13M |
| 5 |
Morgan Stanley
New York
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sanctuary Advisors
Indianapolis,
Indiana
|
-$2.79M |
| 2 |
NBC Securities
Birmingham,
Alabama
|
-$1.71M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$1.52M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.26M |
| 5 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
-$1.1M |
UTG Hedge Fund Activity: Q4 2024 in Review
202 of the 7,618 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q4 2024, worth a combined $325M — up 3.9% from $313M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UTG positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 42 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $5.94M. The largest seller was Sanctuary Advisors, cutting an estimated $2.79M.
- 202 institutional investors held Reaves Utility Income Fund (UTG) as of Q4 2024, up from 198 in Q3 2024.
- Funds reported $325M of Reaves Utility Income Fund stock for Q4 2024, up 3.9% quarter-over-quarter.
- 30 funds opened new Reaves Utility Income Fund positions in Q4 2024 and 18 closed out, a net change of +12 holders.
- The largest Reaves Utility Income Fund buyer in Q4 2024 was CAPTRUST Financial Advisors, an estimated $5.94M added.
- The largest Reaves Utility Income Fund seller in Q4 2024 was Sanctuary Advisors, an estimated $2.79M sold.
Based on aggregated 13F filings for Q4 2024.