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Reaves Utility Income Fund

151 hedge funds and large institutions have $209M invested in Reaves Utility Income Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

0.29% more ownership

Funds ownership: 9.71%10% (+0.29%)

6% less funds holding

Funds holding: 160151 (-9)

8% less capital invested

Capital invested by funds: $227M → $209M (-$18.3M)

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

Holders
151
Holders Change
-9
Holders Change %
-5.63%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
54
Reduced
34
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$324K
MFG
77
Merit Financial Group
Georgia
$319K +$340K +10,294 New
ISL
78
Ingalls & Snyder LLC
New York
$311K
NWA
79
Navis Wealth Advisors
New York
$310K
SWM
80
SeaCrest Wealth Management
New York
$292K -$33K -1,000 -10%
AWS
81
Atria Wealth Solutions
New York
$287K -$277K -8,410 -48%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$14.6K +442 +5%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$275K +$13.7K +414 +5%
WSC
84
Wellington Shields & Co
New York
$271K -$19.8K -600 -6%
RFC
85
Regions Financial Corp
Alabama
$268K +$33K +1,000 +13%
EH
86
Equitable Holdings
New York
$259K -$104K -3,144 -27%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$256K +$56.1K +1,700 +26%
MML Investors Services
88
MML Investors Services
Massachusetts
$253K +$9.4K +285 +4%
HBWM
89
Hollow Brook Wealth Management
New York
$248K
LWA
90
Lowe Wealth Advisors
Maryland
$240K +$6.6K +200 +3%
Truist Financial
91
Truist Financial
North Carolina
$236K -$114K -3,467 -31%
PWMG
92
Pinnacle Wealth Management Group
Michigan
$233K
SWM
93
Spire Wealth Management
Virginia
$231K -$11.6K -351 -4%
APA
94
American Portfolios Advisors
New York
$228K
SWP
95
Stratos Wealth Partners
Ohio
$217K -$16.5K -500 -7%
MA
96
Mutual Advisors
Nebraska
$206K +$1.42K +43 +0.7%
AAS
97
Avantax Advisory Services
Texas
$205K +$218K +6,621 New
IFG
98
Independent Financial Group
California
$201K -$14.8K -450 -6%
AFO
99
Allie Family Office
Florida
$201K +$214K +6,490 New
CA
100
CoreCap Advisors
Michigan
$189K +$201K +6,103 New