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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
BWL
176
Bogart Wealth LLC
Virginia
-$58.8K -2,200 Closed
CA
177
Clearstead Advisors
Ohio
-$37K -1,382 Closed
MSWM
178
McGlone Suttner Wealth Management
Wisconsin
-$30.7K -1,147 Closed
TC
179
Truvestments Capital
Florida
-$18.7K -700 Closed
DJSG
180
D.J. St. Germain
Massachusetts
-$3.08K -115 Closed