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Reaves Utility Income Fund

200 hedge funds and large institutions have $323M invested in Reaves Utility Income Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
82
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
126
Visionary Wealth Advisors
Illinois
$215K +$215K +6,772 New
PS
127
Principal Securities
Iowa
$210K +$8.87K +280 +4%
Corient Private Wealth
128
Corient Private Wealth
Florida
$210K -$21.6K -682 -9%
PSCM
129
Per Stirling Capital Management
Texas
$209K +$209K +6,592 New
LWA
130
Lowe Wealth Advisors
Maryland
$208K -$38K -1,200 -15%
AFO
131
Allie Family Office
Florida
$206K
CIS
132
Custom Index Systems
New York
$202K -$17.7K -557 -8%
BCA
133
Bay Colony Advisors
Massachusetts
$202K +$202K +6,370 New
MMG
134
Monetary Management Group
Missouri
$190K
CFD
135
Creative Financial Designs
Indiana
$183K -$72.6K -2,291 -28%
SWM
136
Spire Wealth Management
Virginia
$172K +$444 +14 +0.3%
BBHC
137
Brown Brothers Harriman & Co
New York
$134K +$33.6K +1,059 +33%
S
138
SignatureFD
Georgia
$127K +$15.9K +501 +14%
OLVIG
139
Oliver Lagore Vanvalin Investment Group
Michigan
$120K
GWM
140
Geneos Wealth Management
Colorado
$101K
MCM
141
MAI Capital Management
Ohio
$101K +$101K +3,181 New
CA
142
Continuum Advisory
Idaho
$100K
HI
143
Harbour Investments
Wisconsin
$89.5K -$5.61K -177 -6%
MA
144
Montag & Associates
Georgia
$86.9K +$1.5K +47 +2%
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.2K
EWA
146
EverSource Wealth Advisors
Alabama
$79.2K
IA
147
IFP Advisors
Florida
$72.3K +$412 +13 +0.6%
CA
148
Centerpoint Advisors
Massachusetts
$54K
BGAI
149
Bruce G. Allen Investments
Colorado
$52.9K -$9.73K -307 -16%
AIM
150
Anchor Investment Management
South Carolina
$49.7K +$856 +27 +2%