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Reaves Utility Income Fund

137 hedge funds and large institutions have $199M invested in Reaves Utility Income Fund in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
47
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
101
Liberty Wealth Management
California
$60K
SIAP
102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K -$19.1K -557 -25%
CA
103
Centerpoint Advisors
Massachusetts
$58K
AA
104
Addison Advisors
Vermont
$54K +$54K +1,560 New
CI
105
CX Institutional
Indiana
$52K +$52K +1,527 New
GWM
106
Geneos Wealth Management
Colorado
$46K
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$46K
APA
108
American Portfolios Advisors
New York
$41.3K
SNT
109
Security National Trust
West Virginia
$37K
SWA
110
SOA Wealth Advisors
New York
$35K +$437 +13 +1%
LCM
111
Logan Capital Management
Pennsylvania
$34K
NSIM
112
North Star Investment Management
Illinois
$33K +$15.6K +450 +90%
NFG
113
Next Financial Group
Texas
$31K +$15.4K +447 +99%
WQ
114
Wealth Quarterback
New Jersey
$30K +$30K +853 New
AWM
115
Accel Wealth Management
Iowa
$28K
1IA
116
1834 Investment Advisors
Wisconsin
$28K
TLCM
117
Twin Lakes Capital Management
California
$27K
CFA
118
Carroll Financial Associates
North Carolina
$24K
MCM
119
MV Capital Management
Maryland
$24K +$24K +700 New
OCM
120
Orion Capital Management
California
$21K
AA
121
AlphaMark Advisors
Kentucky
$21K
PCG
122
Private Capital Group
Connecticut
$20K
HI
123
Harbour Investments
Wisconsin
$17K +$235 +7 +1%
RE
124
RBC Europe
United Kingdom
$14.4K
DOA
125
D'Orazio & Associates
Virginia
$14K