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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
NRS
51
Neville Rodie & Shaw
New York
$415K +$76.8K +2,468 +23%
FMA
52
FNY Managed Accounts
New York
$413K -$1.3M -41,834 -76%
FHA
53
Flagship Harbor Advisors
Massachusetts
$411K
BSW
54
Buckingham Strategic Wealth
Missouri
$409K +$411K +13,210 New
Invesco
55
Invesco
Georgia
$372K -$59.2K -1,904 -14%
LCM
56
Lucas Capital Management
New Jersey
$355K
BFM
57
Boothbay Fund Management
New York
$352K +$354K +11,380 New
TIA
58
Tiemann Investment Advisors
California
$350K +$684 +22 +0.2%
AIA
59
Armor Investment Advisors
North Carolina
$317K +$84K +2,700 +36%
IA
60
IFP Advisors
Florida
$299K +$68.5K +2,201 +29%
CA
61
Cornerstone Advisors
North Carolina
$294K -$2.33M -74,912 -89%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$262K -$7.16K -230 -3%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$250K +$62.2K +1,998 +33%
Millennium Management
64
Millennium Management
New York
$224K -$718K -23,094 -76%
HCM
65
Hodges Capital Management
Texas
$216K +$2.21K +71 +1%
CWS
66
Cypress Wealth Services
California
$213K +$214K +6,880 New
Citigroup
67
Citigroup
New York
$196K -$996K -32,000 -83%
TDC
68
Thompson Davis & Co
Virginia
$189K +$190K +6,093 New
CAC
69
Certified Advisory Corp
Florida
$183K +$185K +5,933 New
PCP
70
Proficio Capital Partners
Massachusetts
$157K
SWP
71
Stratos Wealth Partners
Ohio
$152K +$153K +4,925 New
SEI Investments
72
SEI Investments
Pennsylvania
$76K -$23.1K -743 -23%
APA
73
American Portfolios Advisors
New York
$74K +$74.4K +2,392 New
EWM
74
Evercore Wealth Management
New York
$62K
GBT
75
Grove Bank & Trust
Florida
$62K +$62.2K +2,000 New