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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
HCM
101
Highlander Capital Management
New Jersey
$185K +$19.8K +600 +11%
PFBT
102
Parkside Financial Bank & Trust
Missouri
$179K
TCWM
103
Total Clarity Wealth Management
Illinois
$141K +$150K +4,557 New
WBC
104
West Branch Capital
Massachusetts
$115K +$1.72K +52 +1%
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$68K +$73.2K +2,219 New
CI
107
CX Institutional
Indiana
$67K +$71.2K +2,157 New
ME
108
McIlrath & Eck
Washington
$62K +$66K +2,000 New
CA
109
Centerpoint Advisors
Massachusetts
$53K
SIAP
110
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K
FF
111
FourThought Financial
Florida
$50K -$21K -637 -28%
S
112
SignatureFD
Georgia
$50K
BONH
113
Bank of New Hampshire
New Hampshire
$48K
NSIM
114
North Star Investment Management
Illinois
$45K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$42K
IA
116
IFP Advisors
Florida
$41K
HI
117
Harbour Investments
Wisconsin
$40K +$42.9K +1,302 New
GWSG
118
GPS Wealth Strategies Group
Colorado
$39K
ZIG
119
Zullo Investment Group
Pennsylvania
$39K +$330 +10 +0.8%
SWA
120
SOA Wealth Advisors
New York
$34K +$495 +15 +1%
LCM
121
Logan Capital Management
Pennsylvania
$31K
WB
122
Webster Bank
Connecticut
$31K
PTC
123
Private Trust Company
Ohio
$31K +$33K +1,000 New
JPLA
124
Joseph P. Lucia & Associates
New York
$27K -$13.2K -400 -31%
AWM
125
Accel Wealth Management
Iowa
$26K