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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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$921 +$972K +29,461 New
DA
152
Doliver Advisors
Texas
-$1.44M -41,597 Closed
BF
153
BOK Financial
Oklahoma
-$1.37M -39,560 Closed
SG
154
StoneX Group
New York
-$1.08M -30,930 Closed
LNC
155
Lincoln National Corp
Pennsylvania
-$386K -11,182 Closed
Citadel Advisors
156
Citadel Advisors
Florida
-$285K -8,252 Closed
PWS
157
Paragon Wealth Strategies
Florida
-$258K -7,455 Closed
SIC
158
Salem Investment Counselors
North Carolina
-$255K -7,383 Closed
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
-$233K -6,731 Closed
KeyBank National Association
160
KeyBank National Association
Ohio
-$221K -6,401 Closed
EAM
161
Evanson Asset Management
California
-$221K -6,400 Closed
CIAS
162
Capital Investment Advisory Services
North Carolina
-$206K -5,950 Closed
HWM
163
HB Wealth Management
Georgia
-$203K -5,862 Closed
JMPWA
164
JP Morgan Private Wealth Advisors
California
-$200K -5,788 Closed
CCM
165
Cribstone Capital Management
Maine
-$128K -3,715 Closed
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
-$112K -3,252 Closed
AAM
167
Advisors Asset Management
Colorado
-$82K -2,366 Closed
GI
168
Gradient Investments
Minnesota
-$56K -1,626 Closed
AA
169
Addison Advisors
Vermont
-$54K -1,560 Closed
T
170
TCWP
Ohio
-$23K -670 Closed
PCG
171
Private Capital Group
Connecticut
-$21K -593 Closed
VCM
172
Vigilant Capital Management
Maine
-$17K -500 Closed
CAL
173
Capital Analysts LLC
Pennsylvania
-$12K -350 Closed
TFS
174
TrustCore Financial Services
Tennessee
-$9K -273 Closed
AF
175
Allworth Financial
California
-$9K -246 Closed