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Reaves Utility Income Fund

197 hedge funds and large institutions have $313M invested in Reaves Utility Income Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

34% more capital invested

Capital invested by funds: $232M → $313M (+$80.1M)

17% more funds holding

Funds holding: 168197 (+29)

1.28% more ownership

Funds ownership: 10.77%12.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
68
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PM
101
Penbrook Management
New York
$324K
LGW
102
Leslie Global Wealth
Illinois
$317K
HSA
103
HBK Sorce Advisory
Pennsylvania
$296K +$266K +9,028 New
OC
104
Oakworth Capital
Alabama
$295K
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$285K
BEI
106
Benjamin Edwards Inc
Missouri
$284K +$255K +8,670 New
HBWM
107
Hollow Brook Wealth Management
New York
$283K
MMA
108
Miracle Mile Advisors
California
$279K +$14.7K +500 +6%
CFGS
109
Concourse Financial Group Securities
Alabama
$271K -$23.6K -800 -9%
LAM
110
LifePro Asset Management
California
$267K
CFD
111
Creative Financial Designs
Indiana
$264K +$193K +6,548 +434%
WIA
112
World Investment Advisors
California
$263K +$236K +8,007 New
WWM
113
Western Wealth Management
Colorado
$262K +$500 +17 +0.2%
EM
114
ELCO Management
New York
$261K +$1.47K +50 +0.6%
NPFS
115
Novak & Powell Financial Services
Florida
$260K +$3.5K +119 +2%
LWA
116
Lowe Wealth Advisors
Maryland
$254K
TCM
117
Triumph Capital Management
Colorado
$250K +$224K +7,605 New
FSA
118
Financial Security Advisor
Virginia
$246K
MPCG
119
Matrix Private Capital Group
New York
$246K +$221K +7,500 New
CA
120
CoreCap Advisors
Michigan
$243K +$218K +7,404 New
Corient Private Wealth
121
Corient Private Wealth
Florida
$240K +$215K +7,309 New
IRC
122
Investors Research Corp
Georgia
$232K
CIS
123
Custom Index Systems
New York
$227K -$35.1K -1,194 -15%
SWM
124
SeaCrest Wealth Management
New York
$224K +$201K +6,820 New
NL
125
NWAM LLC
Washington
$223K +$200K +6,786 New