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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
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$217K +$195K +6,619 New
AFO
127
Allie Family Office
Florida
$213K +$191K +6,490 New
KPWS
128
Kestra Private Wealth Services
Texas
$210K +$188K +6,386 New
PS
129
Principal Securities
Iowa
$208K +$83.9K +2,850 +81%
OP
130
ORG Partners
Indiana
$203K +$53.9K +1,830 +42%
TI
131
TrueMark Investments
Illinois
$201K +$180K +6,125 New
MMG
132
Monetary Management Group
Missouri
$195K
SWM
133
Spire Wealth Management
Virginia
$177K +$6.83K +232 +4%
OLVIG
134
Oliver Lagore Vanvalin Investment Group
Michigan
$125K
S
135
SignatureFD
Georgia
$116K -$7.36K -250 -7%
CA
136
Continuum Advisory
Idaho
$106K
GWM
137
Geneos Wealth Management
Colorado
$105K +$23.6K +800 +33%
BBHC
138
Brown Brothers Harriman & Co
New York
$104K
HI
139
Harbour Investments
Wisconsin
$98.5K +$118 +4 +0.1%
MA
140
Montag & Associates
Georgia
$87.9K +$78.9K +2,680 New
EWA
141
EverSource Wealth Advisors
Alabama
$82K
GJWM
142
Gilliland Jeter Wealth Management
Arkansas
$82K
LWANC
143
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K
LC
144
Lindbrook Capital
California
$82K +$73.6K +2,500 New
IA
145
IFP Advisors
Florida
$74.4K +$412 +14 +0.6%
TPCW
146
TD Private Client Wealth
New York
$74.1K +$66.4K +2,257 New
CTA
147
Colonial Trust Advisors
South Carolina
$65.6K
GM
148
GeoWealth Management
Illinois
$65.6K +$58.8K +1,999 New
BGAI
149
Bruce G. Allen Investments
Colorado
$64.8K
CA
150
Centerpoint Advisors
Massachusetts
$56K