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Reaves Utility Income Fund

160 hedge funds and large institutions have $185M invested in Reaves Utility Income Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
73
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.54M +$198K +6,992 +15%
CC
27
Claybrook Capital
Massachusetts
$1.37M +$507K +17,852 +59%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$126K +4,435 +11%
KAS
29
Kestra Advisory Services
Texas
$1.18M +$28.9K +1,017 +3%
OC
30
Oppenheimer & Co
New York
$1.17M +$11K +388 +1%
SWP
31
Semus Wealth Partners
Florida
$963K +$5.02K +177 +0.5%
BCM
32
Brookstone Capital Management
Illinois
$896K +$133K +4,545 +17%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$874K -$4.8K -169 -0.5%
AWS
34
Atria Wealth Solutions
New York
$833K -$54.6K -1,924 -6%
AWM
35
AE Wealth Management
Kansas
$793K -$12.5K -439 -2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$740K +$10.5K +370 +1%
JWCA
37
J.W. Cole Advisors
Florida
$740K +$49.9K +1,758 +7%
SPC
38
Sigma Planning Corp
Michigan
$695K +$33.1K +1,165 +5%
WANY
39
Wealthspire Advisors (New York)
New York
$687K -$458K -16,144 -40%
MA
40
Mutual Advisors
Nebraska
$676K +$13.2K +464 +2%
KA
41
Kovack Advisors
Florida
$670K -$29K -1,023 -4%
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$658K +$130K +4,568 +25%
DC
43
Davenport & Co
Virginia
$650K +$35K +1,235 +6%
First Trust Advisors
44
First Trust Advisors
Illinois
$636K -$92.9K -3,274 -13%
AB
45
Atlas Brown
Kentucky
$631K +$3.07K +108 +0.5%
KeyBank National Association
46
KeyBank National Association
Ohio
$625K -$81.9K -2,887 -12%
BRA
47
Biechele Royce Advisors
Indiana
$612K +$58.1K +2,050 +10%
VFA
48
Valeo Financial Advisors
Indiana
$582K
CAC
49
Certified Advisory Corp
Florida
$581K +$35.1K +1,238 +6%
MIM
50
Merrion Investment Management
New Jersey
$568K