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Reaves Utility Income Fund
UTG
UTG
166 hedge funds and large institutions have $218M invested in Reaves Utility Income Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
56% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 39
5% more funds holding
Funds holding: 158 → 166 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $220M → $218M (-$2.35M)
1.06% less ownership
Funds ownership: 11.34% → 10.28% (-1.1%)
Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
61
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.57M |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
+$1.93M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.81M |
| 4 |
AWA
Aquire Wealth Advisors
South Jordan,
Utah
|
+$1.24M |
| 5 |
OFA
Oak Family Advisors
Chicago,
Illinois
|
+$1.2M |
