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Reaves Utility Income Fund

107 hedge funds and large institutions have $293M invested in Reaves Utility Income Fund in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

214% more capital invested

Capital invested by funds: $93.4M → $293M (+$200M)

171% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more funds holding

Funds holding: 75107 (+32)

19.47% more ownership

Funds ownership: 8.58%28.05% (+19%)

Holders
107
Holders Change
+32
Holders Change %
+42.67%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
38
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
26
Alpine Global Management
New York
$2.53M +$2.54M +81,703 New
LCM
27
Laurion Capital Management
New York
$2.46M +$2.48M +79,602 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.07M +$66.9K +2,151 +3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.72M +$52K +1,670 +3%
CCP
30
Clough Capital Partners
Massachusetts
$1.42M +$1.43M +45,977 New
LPL Financial
31
LPL Financial
California
$1.35M +$230K +7,398 +20%
BF
32
BOK Financial
Oklahoma
$1.31M
Creative Planning
33
Creative Planning
Kansas
$1.21M +$115K +3,690 +10%
ISL
34
Ingalls & Snyder LLC
New York
$1.12M +$128K +4,099 +13%
SG
35
StoneX Group
New York
$942K +$110K +3,531 +13%
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$894K +$899K +28,899 New
DC
37
Davenport & Co
Virginia
$884K +$202K +6,500 +29%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$851K +$8.99K +289 +1%
WAM
39
Weiss Asset Management
Massachusetts
$850K +$855K +27,487 New
FWM
40
Focused Wealth Management
New York
$841K +$35.1K +1,127 +4%
SPIA
41
Steward Partners Investment Advisory
New York
$798K +$226K +7,264 +39%
MIG
42
Mariner Investment Group
New York
$697K +$701K +22,531 New
AG
43
Advisor Group
Arizona
$690K +$204K +6,547 +42%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$656K -$180K -5,782 -21%
SCA
45
Snowden Capital Advisors
New York
$602K +$40.4K +1,300 +7%
CRC
46
Curi RMB Capital
Illinois
$533K -$684K -21,983 -56%
DA
47
Doliver Advisors
Texas
$530K +$533K +17,142 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$464K +$71.2K +2,289 +18%
BAM
49
Belpointe Asset Management
Nevada
$458K +$78K +2,507 +20%
Ameriprise
50
Ameriprise
Minnesota
$455K +$226K +7,275 +98%