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Reaves Utility Income Fund

166 hedge funds and large institutions have $218M invested in Reaves Utility Income Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

56% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 39

5% more funds holding

Funds holding: 158166 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $220M → $218M (-$2.35M)

1.06% less ownership

Funds ownership: 11.34%10.28% (-1.1%)

Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
61
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$13.1K
AF
152
Allworth Financial
California
$12.7K +$1.85K +70 +18%
RG
153
Retirement Group
California
$12.4K
VCM
154
Versant Capital Management
Arizona
$10.3K
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.65K
FPB
156
First PREMIER Bank
South Dakota
$8K
DAM
157
Delta Asset Management
Tennessee
$7.84K
LFG
158
Larson Financial Group
Missouri
$6.07K +$5.94K +225 New
M
159
MOTCO
Texas
$5.39K
SSB
160
Sandy Spring Bank
Maryland
$5.39K
HCM
161
Hollencrest Capital Management
California
$5.39K +$5.28K +200 New
DFA
162
DHJJ Financial Advisors
Illinois
$2.64K
TRCT
163
Tower Research Capital (TRC)
New York
$1.62K -$211 -8 -12%
JP Morgan Chase
164
JP Morgan Chase
New York
$1.35K
AW
165
Avion Wealth
Texas
$1K
WWP
166
WR Wealth Planners
Missouri
$449 +$448 +17 New
Fidelity Investments
167
Fidelity Investments
Massachusetts
$27 -$53 -2 -67%
HNB
168
Huntington National Bank
Ohio
$27
PIWA
169
Prevail Innovative Wealth Advisors
Kansas
-$649K -24,267 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-$338K -12,628 Closed
VF
171
Virtu Financial
New York
-$290K -10,849 Closed
CIAS
172
Capital Investment Advisory Services
North Carolina
-$255K -9,539 Closed
BRWA
173
B. Riley Wealth Advisors
Florida
-$214K -7,957 Closed
BJL
174
Brighton Jones LLC
Washington
-$210K -7,848 Closed
FWM
175
Focused Wealth Management
New York
-$195K -7,309 Closed