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Reaves Utility Income Fund

156 hedge funds and large institutions have $219M invested in Reaves Utility Income Fund in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+14
Holders Change %
+9.86%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
31
Increased
51
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
151
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.1K +$25 +1 +0.5%
DJSG
152
D.J. St. Germain
Massachusetts
$3.08K +$3.08K +115 New
DFA
153
DHJJ Financial Advisors
Illinois
$2.62K
TRCT
154
Tower Research Capital (TRC)
New York
$1.82K +$508 +19 +39%
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$1.34K +$1.34K +50 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$80 +$53 +2 +200%
HNB
157
Huntington National Bank
Ohio
$27 -$25
TF
158
Trek Financial
Arizona
-$3.76M -152,501 Closed
HEIP
159
Hudson Edge Investment Partners
New Jersey
-$458K -18,582 Closed
SWM
160
SeaCrest Wealth Management
New York
-$224K -9,070 Closed
WSC
161
Wellington Shields & Co
New York
-$210K -8,539 Closed
CA
162
Cetera Advisors
Colorado
-$209K -8,495 Closed
CCWM
163
Cassaday & Co Wealth Management
Virginia
-$202K -8,200 Closed
GBT
164
Grove Bank & Trust
Florida
-$114K -4,623 Closed
SCA
165
Stonebridge Capital Advisors
Minnesota
-$54.5K -2,210 Closed
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
-$26K -1,055 Closed
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
-$19.7K -800 Closed
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
-$14.5K -589 Closed
OP
169
ORG Partners
Indiana
-$14K -570 Closed
WSCM
170
Wellington Shields Capital Management
New York
-$12K -485 Closed
HCM
171
Hollencrest Capital Management
California
-$9.36K -380 Closed
FFA
172
Farther Finance Advisors
California
-$1.97K -80 Closed
ANBT
173
American National Bank & Trust
Texas
-$740 -30 Closed