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Reaves Utility Income Fund

164 hedge funds and large institutions have $217M invested in Reaves Utility Income Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
59
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
76
Davenport & Co
Virginia
$321K -$62K -2,300 -16%
HighTower Advisors
77
HighTower Advisors
Illinois
$318K -$373K -13,931 -54%
FHA
78
Flagship Harbor Advisors
Massachusetts
$306K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$301K -$146K -5,397 -33%
MC
80
Moors & Cabot
Massachusetts
$282K -$14.7K -547 -5%
PM
81
Penbrook Management
New York
$277K -$8.09K -300 -3%
NWA
82
Navis Wealth Advisors
New York
$270K
WANY
83
Wealthspire Advisors (New York)
New York
$269K -$6.66K -247 -2%
NRS
84
Neville Rodie & Shaw
New York
$268K -$7.75K -287 -3%
FFN
85
Focus Financial Network
Minnesota
$266K -$4.63K -180 -2%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$264K +$30.2K +6,426 +13%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$263K
CFS
88
Commonwealth Financial Services
West Virginia
$262K
LNC
89
Lincoln National Corp
Pennsylvania
$245K +$5.23K +194 +2%
CFGS
90
Concourse Financial Group Securities
Alabama
$244K
MML Investors Services
91
MML Investors Services
Massachusetts
$240K +$240K +8,884 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$236K -$6.17K -229 -3%
HBWM
93
Hollow Brook Wealth Management
New York
$233K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$221K -$6.09K -226 -3%
LAM
95
LifePro Asset Management
California
$219K +$219K +8,139 New
CIS
96
Custom Index Systems
New York
$218K -$62.7K -2,327 -22%
LWA
97
Lowe Wealth Advisors
Maryland
$218K +$2.7K +100 +1%
MMA
98
Miracle Mile Advisors
California
$216K +$13.5K +500 +7%
WWM
99
Western Wealth Management
Colorado
$213K +$213K +7,915 New
RIA
100
Regal Investment Advisors
Michigan
$211K +$211K +7,823 New