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Reaves Utility Income Fund

156 hedge funds and large institutions have $219M invested in Reaves Utility Income Fund in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
31
Increased
51
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VF
76
Virtu Financial
New York
$290K +$290K +10,849 New
PM
77
Penbrook Management
New York
$283K
FFN
78
Focus Financial Network
Minnesota
$282K +$1.63K +61 +0.6%
CIS
79
Custom Index Systems
New York
$279K +$279K +10,428 New
SFWC
80
Strategic Family Wealth Counselors
New Jersey
$276K -$99.3K -3,713 -26%
WANY
81
Wealthspire Advisors (New York)
New York
$273K -$10.1K -376 -4%
NRS
82
Neville Rodie & Shaw
New York
$273K
NWA
83
Navis Wealth Advisors
New York
$267K
CFS
84
Commonwealth Financial Services
West Virginia
$262K -$30.2K -1,130 -10%
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$261K -$88.3K -3,300 -25%
CIAS
86
Capital Investment Advisory Services
North Carolina
$255K +$255K +9,539 New
PWS
87
Paragon Wealth Strategies
Florida
$249K +$1.2K +45 +0.5%
CFGS
88
Concourse Financial Group Securities
Alabama
$244K -$80.9K -3,000 -25%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$240K +$3.98K +149 +2%
LNC
90
Lincoln National Corp
Pennsylvania
$238K +$238K +8,889 New
HBWM
91
Hollow Brook Wealth Management
New York
$231K
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$225K
CA
93
CoreCap Advisors
Michigan
$225K +$225K +8,404 New
BRWA
94
B. Riley Wealth Advisors
Florida
$214K +$214K +7,957 New
LWA
95
Lowe Wealth Advisors
Maryland
$214K -$14.7K -550 -6%
BJL
96
Brighton Jones LLC
Washington
$210K +$210K +7,848 New
NPFS
97
Novak & Powell Financial Services
Florida
$202K +$202K +7,546 New
MMA
98
Miracle Mile Advisors
California
$201K +$201K +7,500 New
EM
99
ELCO Management
New York
$201K +$201K +7,500 New
FSA
100
Financial Security Advisor
Virginia
$201K +$201K +7,500 New