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Reaves Utility Income Fund

160 hedge funds and large institutions have $185M invested in Reaves Utility Income Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+7
Holders Change %
+4.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
73
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
126
Creative Financial Designs
Indiana
$31.9K +$31.9K +1,125 New
PTC
127
Private Trust Company
Ohio
$28.4K
LCM
128
Logan Capital Management
Pennsylvania
$28.4K
WB
129
Webster Bank
Connecticut
$28.2K
BF
130
BOK Financial
Oklahoma
$26.7K +$26.7K +940 New
AWM
131
Accel Wealth Management
Iowa
$23.4K
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$22.7K
FHA
133
First Horizon Advisors
Tennessee
$21.3K
WAM
134
Worth Asset Management
Texas
$20.4K
AA
135
AlphaMark Advisors
Kentucky
$17K
HGERS
136
Householder Group Estate & Retirement Specialist
Arizona
$17K +$17K +589 New
AWM
137
Avior Wealth Management
Nebraska
$16.5K
UB
138
UMB Bank
Missouri
$16.3K
KFI
139
Key Financial Inc
Pennsylvania
$15.7K +$11.4K +400 +260%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$14K +$175 +6 +1%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$13.8K
WP
142
WealthPLAN Partners
Nebraska
$13.7K +$13.7K +483 New
WSCM
143
Wellington Shields Capital Management
New York
$13.2K +$341 +12 +3%
RG
144
Retirement Group
California
$13K +$4.24K +150 +48%
AF
145
Allworth Financial
California
$11.4K
VCM
146
Versant Capital Management
Arizona
$10.6K +$199 +7 +2%
MIM
147
Macroview Investment Management
Maryland
$10K +$5.24K +185 +110%
FPB
148
First PREMIER Bank
South Dakota
$9K
DAM
149
Delta Asset Management
Tennessee
$8.26K
HS
150
Horan Securities
United States
$7.8K +$7.8K +275 New