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Reaves Utility Income Fund

195 hedge funds and large institutions have $310M invested in Reaves Utility Income Fund in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+30
Holders Change %
+18.18%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
67
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
176
Versant Capital Management
Arizona
$12.6K
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$9.84K -$83.3K -2,540 -89%
ATS
179
Ashton Thomas Securities
New York
$9.84K +$9.84K +300 New
GRP
180
Global Retirement Partners
California
$9.78K -$6.63K -202 -40%
DAM
181
Delta Asset Management
Tennessee
$9.55K
BCMLT
182
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.44K +$164 +5 +2%
LFG
183
Larson Financial Group
Missouri
$7.38K
SSB
184
Sandy Spring Bank
Maryland
$6.6K +$33 +1 +0.5%
M
185
MOTCO
Texas
$6.56K
PCMC
186
Planning Capital Management Corporation
Pennsylvania
$4.68K +$4.68K +143 New
BWAM
187
Boyd Watterson Asset Management
Ohio
$3.28K
DFA
188
DHJJ Financial Advisors
Illinois
$3.22K
TRCT
189
Tower Research Capital (TRC)
New York
$1.77K +$164 +5 +10%
JPMorgan Chase & Co
190
JPMorgan Chase & Co
New York
$1.64K -$558 -17 -25%
AP
191
Aspect Partners
Virginia
$1.64K +$821 +25 +100%
Jones Financial Companies
192
Jones Financial Companies
Missouri
$1.3K +$1.3K +40 New
RBC
193
Roble Belko & Company
Pennsylvania
$1K +$1K +17 New
WWP
194
WR Wealth Planners
Missouri
$568
JIP
195
Jaffetilchin Investment Partners
Florida
$98 +$98 +3 New
Fidelity Investments
196
Fidelity Investments
Massachusetts
$33 +$33 +1 New
VFA
197
Valeo Financial Advisors
Indiana
-$558K -20,419 Closed
NWA
198
Navis Wealth Advisors
New York
-$273K -10,000 Closed
VF
199
Virtu Financial
New York
-$258K -9,439 Closed
BRWA
200
B. Riley Wealth Advisors
Florida
-$222K -8,114 Closed