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Reaves Utility Income Fund

197 hedge funds and large institutions have $313M invested in Reaves Utility Income Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

34% more capital invested

Capital invested by funds: $232M → $313M (+$80.1M)

17% more funds holding

Funds holding: 168197 (+29)

1.28% more ownership

Funds ownership: 10.77%12.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
68
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
26
W.H. Reaves & Co
New Jersey
$2.77M -$22.8K -773 -0.9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.75M -$33.7K -1,146 -1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.63M +$92.3K +3,134 +4%
LWM
29
LongView Wealth Management
Georgia
$2.47M +$2.15K +73 +0.1%
WE
30
Wealth Effects
Massachusetts
$2.28M +$33.9K +1,151 +2%
AWS
31
Atria Wealth Solutions
New York
$2.27M -$26.9K -913 -1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.21M -$258K -8,761 -11%
GLA
33
Good Life Advisors
Pennsylvania
$2.2M +$27.7K +940 +1%
IFG
34
Independent Financial Group
California
$1.84M +$385K +13,086 +30%
SFS
35
Sowell Financial Services
Arkansas
$1.81M +$20K +681 +1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.79M -$90.5K -3,074 -5%
NS
37
NBC Securities
Alabama
$1.71M +$64K +2,175 +4%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.68M +$23.6K +800 +2%
NA
39
NewEdge Advisors
Louisiana
$1.67M -$564K -19,148 -27%
OC
40
Oppenheimer & Co
New York
$1.36M -$2.97K -101 -0.2%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.26M -$971 -33 -0.1%
HAS
42
HBW Advisory Services
California
$1.26M -$4.25M -144,363 -79%
XF
43
XML Financial
Maryland
$1.24M +$601K +20,406 +117%
CLA
44
Carnegie Lake Advisors
New Jersey
$1.15M +$1.03M +35,126 New
PWM
45
Prosperity Wealth Management
California
$1.1M +$983K +33,400 New
KAS
46
Kestra Advisory Services
Texas
$1.09M -$156K -5,297 -14%
SWP
47
Stratos Wealth Partners
Ohio
$1.06M +$269K +9,124 +39%
SPIA
48
Steward Partners Investment Advisory
New York
$985K +$36.4K +1,237 +4%
SPC
49
Sigma Planning Corp
Michigan
$936K +$42.2K +1,435 +5%
WS
50
Wedbush Securities
California
$920K -$11.5K -391 -1%