UTG

UTG

UTG

Market Cap: $3.63B

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
No letters found for UTG

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Feb 20, 2026 Seeking Alpha Seeking Alpha Reaves Utility Income Fund Financials Closed-End Fund Bull New York Stock Exchange closed-end fund, consistent returns, Dividend Growth, experienced management, long-term investment, NAV discount, Reaves Utility Income Fund, steady cash flow, Tax-Advantaged Income, utility sector
Feb 3, 2026 Seeking Alpha Seeking Alpha Reaves Utility Income Trust Utilities Modern Utilities Bull New York Stock Exchange AI supercycle, data centers, dividend stability, electricity demand, Federal Reserve, high leverage, income-focused investors, modern utilities, P/NAV, technology sector
Feb 1, 2026 Seeking Alpha Seeking Alpha Reaves Utility Income Fund Infrastructure Utilities Bull New York Stock Exchange Active management, AI power generation, Distribution growth, diversification, high yield, infrastructure, Investment fund, leverage, market volatility, utilities
Nov 29, 2025 Fund Letters Jason Wolf Unite Group plc Real Estate Residential REIT Bull NYSE NAV discount, REIT, student housing, Universities, valuation
Nov 28, 2025 Fund Letters Jason Wolf Unite Group plc Real Estate Residential REIT Bull NYSE NAV discount, REIT, student housing, Universities, valuation
Nov 27, 2025 Seeking Alpha Seeking Alpha Reaves Utility Income Trust Asset Management Neutral AI growth, Beta, data centers, Defensive portfolio, income generation, investment strategy, Market corrections, Reaves Utility Income Trust, utilities, Volatility
Aug 13, 2025 Seeking Alpha JR Research Reaves Utility Income Trust Financials Asset Management Neutral NYSE —
Aug 8, 2025 Seeking Alpha Brett Ashcroft Green Reaves Utility Income Trust Financials Asset Management Bull NYSE —
Aug 7, 2025 Seeking Alpha Brett Ashcroft Green Reaves Utility Income Trust Financials Asset Management Bull NYSE —

BSD Shareholders of UTG

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
Rich Handler Jefferies $19.3B $1.2M 0.01% 31,447 +6,545 +26.28% 0.0317%

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: