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Reaves Utility Income Fund

200 hedge funds and large institutions have $323M invested in Reaves Utility Income Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
82
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$507K +$887 +28 +0.2%
SVWAG
77
Sound View Wealth Advisors Group
Georgia
$507K +$21.7K +685 +4%
KA
78
Kovack Advisors
Florida
$498K -$100K -3,155 -17%
NFG
79
Nations Financial Group
Iowa
$494K -$3.17K -100 -0.6%
HighTower Advisors
80
HighTower Advisors
Illinois
$474K +$48.9K +1,543 +11%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$465K -$67.1K -2,116 -13%
MWM
82
Maridea Wealth Management
New York
$460K +$460K +14,522 New
SWP
83
Semus Wealth Partners
Florida
$452K -$178K -5,606 -28%
BAM
84
Belpointe Asset Management
Nevada
$451K -$4.21K -140 -0.9%
PI
85
PFG Investments
New York
$429K +$190 +6 +0%
PFS
86
Prospera Financial Services
Texas
$418K +$72.5K +2,286 +21%
MOS
87
MGO One Seven
Ohio
$417K +$417K +13,171 New
US Bancorp
88
US Bancorp
Minnesota
$409K +$38K +1,200 +10%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$403K -$1.21M -38,334 -75%
KeyBank National Association
90
KeyBank National Association
Ohio
$402K
NRS
91
Neville Rodie & Shaw
New York
$402K +$402K +12,701 New
DC
92
Davenport & Co
Virginia
$392K +$7.92K +250 +2%
SI
93
Stephens Inc
Arkansas
$382K -$321K -10,125 -46%
HSA
94
HBK Sorce Advisory
Pennsylvania
$372K +$85.7K +2,705 +30%
Comerica Bank
95
Comerica Bank
Texas
$371K -$15.8K -500 -4%
WIA
96
World Investment Advisors
California
$354K +$100K +3,170 +40%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$353K +$32 +1 +0%
FHA
98
Flagship Harbor Advisors
Massachusetts
$345K
WLPWM
99
Walled Lake Planning & Wealth Management
Illinois
$344K
EAM
100
Everstar Asset Management
North Carolina
$344K