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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
IWP
76
Icon Wealth Partners
Texas
$53K +$53.3K +1,712 New
CBT
77
Capital Bank & Trust
California
$53K +$53.6K +1,724 New
SIAP
78
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K
MMG
79
Monetary Management Group
Missouri
$51K -$73.1K -2,350 -59%
LWCFA
80
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$46K
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$39K +$20.3K +653 +108%
SNT
83
Security National Trust
West Virginia
$33K +$8.28K +266 +33%
PFBT
84
Parkside Financial Bank & Trust
Missouri
$30K
CFA
85
Carroll Financial Associates
North Carolina
$27K
CA
86
Crewe Advisors
Utah
$22K +$21.8K +700 New
HCM
87
Highlander Capital Management
New Jersey
$19K
RFC
88
Regions Financial Corp
Alabama
$18K +$17.9K +576 New
CA
89
Calton & Associates
Florida
$18K +$18.7K +600 New
GWM
90
Geneos Wealth Management
Colorado
$15K
GT
91
Glenmede Trust
Pennsylvania
$15K
RE
92
RBC Europe
United Kingdom
$13K +$13.1K +420 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$12K
VFA
94
Valeo Financial Advisors
Indiana
$12K
RIA
95
RPG Investment Advisory
California
$11K -$4.67K -150 -30%
CFN
96
Cordasco Financial Network
Florida
$11K
GI
97
Gradient Investments
Minnesota
$11K +$11K +353 New
DAM
98
Delta Asset Management
Tennessee
$9K +$9.05K +291 New
US Bancorp
99
US Bancorp
Minnesota
$5K -$19K -612 -79%
ASN
100
Advisory Services Network
Georgia
$5K