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Reaves Utility Income Fund

68 hedge funds and large institutions have $80.8M invested in Reaves Utility Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 8.04%7.27% (-0.77%)

5% less capital invested

Capital invested by funds: $84.8M → $80.8M (-$3.97M)

7% less funds holding

Funds holding: 7368 (-5)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
17
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$49K +$49K +1,500 New
LWM
52
LBA Wealth Management
Florida
$39K
SEI Investments
53
SEI Investments
Pennsylvania
$39K
OC
54
Oakworth Capital
Alabama
$36K
PFBT
55
Parkside Financial Bank & Trust
Missouri
$31K
CFA
56
Carroll Financial Associates
North Carolina
$28K
SNT
57
Security National Trust
West Virginia
$26K
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$26K +$13.5K +413 +103%
HCM
59
Highlander Capital Management
New Jersey
$20K
FMII
60
Farmers & Merchants Investments Inc
Nebraska
$16K
GWM
61
Geneos Wealth Management
Colorado
$16K
GT
62
Glenmede Trust
Pennsylvania
$16K
CFN
63
Cordasco Financial Network
Florida
$11K
SFG
64
SevenBridge Financial Group
Pennsylvania
$6K
PSUF
65
People's United Financial
Connecticut
$5K
RFM
66
Royal Fund Management
Florida
$3K
US Bancorp
67
US Bancorp
Minnesota
$2K -$850 -26 -27%
SG
68
StoneX Group
New York
-$564K -18,377 Closed
PAG
69
Private Advisor Group
New Jersey
-$327K -10,354 Closed
JMPWA
70
JP Morgan Private Wealth Advisors
California
-$241K -7,843 Closed
NPC
71
National Planning Corporation
California
-$214K -6,510 Closed
MMG
72
Monetary Management Group
Missouri
-$123K -4,000 Closed
JIC
73
Joel Isaacson & Co
New York
-$61K -2,000 Closed
PFS
74
Physicians Financial Services
North Carolina
-$3K -100 Closed
PMFA
75
Plante Moran Financial Advisors
Michigan
+$196 +6 New