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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 %
WG
51
Welch Group
Alabama
$558K
CF
52
Centaurus Financial
California
$557K +$67K +2,363 +14%
ASFA
53
All Season Financial Advisors
Colorado
$528K +$180K +6,340 +52%
Creative Planning
54
Creative Planning
Kansas
$524K +$300K +10,554 +134%
HEIP
55
Hudson Edge Investment Partners
New Jersey
$516K +$13.8K +485 +3%
ASN
56
Advisory Services Network
Georgia
$479K +$34.6K +1,220 +8%
SCA
57
Snowden Capital Advisors
New York
$464K +$103K +3,640 +29%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$455K +$455K +16,030 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$450K -$24.8K -875 -5%
HighTower Advisors
60
HighTower Advisors
Illinois
$446K +$2.67K +94 +0.6%
ACM
61
Avalon Capital Management
California
$436K
JIC
62
Johnson Investment Counsel
Ohio
$433K
BWM
63
BerganKDV Wealth Management
Minnesota
$426K
Mariner
64
Mariner
Kansas
$419K +$114K +3,995 +37%
WS
65
Wedbush Securities
California
$412K +$89.7K +3,162 +28%
FFWM
66
Future Financial Wealth Management
Ohio
$403K -$162K -5,692 -29%
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$371K
MC
68
Moors & Cabot
Massachusetts
$367K -$97.1K -3,420 -21%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$363K -$7.12K -251 -2%
WWM
70
Western Wealth Management
Colorado
$359K +$56.1K +1,975 +18%
AIA
71
Armor Investment Advisors
North Carolina
$348K +$12.3K +434 +4%
GWM
72
Graybill Wealth Management
Illinois
$332K +$14K +495 +4%
US Bancorp
73
US Bancorp
Minnesota
$325K
BAM
74
Belpointe Asset Management
Nevada
$315K -$210K -7,382 -40%
SWM
75
SeaCrest Wealth Management
New York
$308K +$36.9K +1,300 +14%