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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
1IA
126
1834 Investment Advisors
Wisconsin
$25K
VVP
127
Venture Visionary Partners
Ohio
$24.3K +$25.9K +784 New
FHA
128
First Horizon Advisors
Tennessee
$23K +$24.7K +750 New
WAM
129
Worth Asset Management
Texas
$22K
AA
130
AlphaMark Advisors
Kentucky
$19K
OCM
131
Orion Capital Management
California
$19K
DWP
132
Destiny Wealth Partners
Florida
$18K -$14.2K -430 -43%
UB
133
UMB Bank
Missouri
$18K
AWM
134
Avior Wealth Management
Nebraska
$17K
WSCM
135
Wellington Shields Capital Management
New York
$14K +$231 +7 +2%
TRCT
136
Tower Research Capital (TRC)
New York
$14K +$15.1K +458 New
RE
137
RBC Europe
United Kingdom
$13K
CFN
138
Cordasco Financial Network
Florida
$11K
VCM
139
Versant Capital Management
Arizona
$11K +$11.9K +360 New
RG
140
Retirement Group
California
$10K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$10K +$198 +6 +2%
FPB
142
First PREMIER Bank
South Dakota
$9K
BCMLT
143
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K
M
144
MOTCO
Texas
$6K
KFI
145
Key Financial Inc
Pennsylvania
$5K
GWM
146
Geneos Wealth Management
Colorado
$4K
JP Morgan Chase
147
JP Morgan Chase
New York
$2K
TWA
148
TCI Wealth Advisors
Arizona
$2K +$2.21K +67 New
GEA
149
Glen Eagle Advisors
New Jersey
$1.43K
MFT
150
Moisand Fitzgerald Tamayo
Florida
$1K -$1.12K -34 -50%