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Reaves Utility Income Fund

195 hedge funds and large institutions have $310M invested in Reaves Utility Income Fund in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+30
Holders Change %
+18.18%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
67
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
126
Kestra Private Wealth Services
Texas
$210K +$210K +6,386 New
PS
127
Principal Securities
Iowa
$208K +$93.5K +2,850 +81%
OP
128
ORG Partners
Indiana
$203K +$60.2K +1,830 +42%
TI
129
TrueMark Investments
Illinois
$201K +$201K +6,125 New
MMG
130
Monetary Management Group
Missouri
$195K
SWM
131
Spire Wealth Management
Virginia
$177K +$7.61K +232 +4%
OLVIG
132
Oliver Lagore Vanvalin Investment Group
Michigan
$125K
S
133
SignatureFD
Georgia
$116K -$8.2K -250 -7%
CA
134
Continuum Advisory
Idaho
$106K
GWM
135
Geneos Wealth Management
Colorado
$105K +$26.2K +800 +33%
BBHC
136
Brown Brothers Harriman & Co
New York
$104K
HI
137
Harbour Investments
Wisconsin
$98.5K +$131 +4 +0.1%
MA
138
Montag & Associates
Georgia
$87.9K +$87.9K +2,680 New
GJWM
139
Gilliland Jeter Wealth Management
Arkansas
$82K
EWA
140
EverSource Wealth Advisors
Alabama
$82K
LWANC
141
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K
LC
142
Lindbrook Capital
California
$82K +$82K +2,500 New
IA
143
IFP Advisors
Florida
$74.4K +$459 +14 +0.6%
TPCW
144
TD Private Client Wealth
New York
$74.1K +$74.1K +2,257 New
CTA
145
Colonial Trust Advisors
South Carolina
$65.6K
GM
146
GeoWealth Management
Illinois
$65.6K +$65.6K +1,999 New
BGAI
147
Bruce G. Allen Investments
Colorado
$64.8K
CA
148
Centerpoint Advisors
Massachusetts
$56K
BONH
149
Bank of New Hampshire
New Hampshire
$51.2K
AIM
150
Anchor Investment Management
South Carolina
$50.6K +$50.6K +1,541 New