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Reaves Utility Income Fund

197 hedge funds and large institutions have $313M invested in Reaves Utility Income Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

34% more capital invested

Capital invested by funds: $232M → $313M (+$80.1M)

17% more funds holding

Funds holding: 168197 (+29)

1.28% more ownership

Funds ownership: 10.77%12.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
68
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$13.1K
HCM
177
Hollencrest Capital Management
California
$13K +$11.6K +395 New
VCM
178
Versant Capital Management
Arizona
$12.6K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$9.84K -$74.8K -2,540 -89%
ATS
181
Ashton Thomas Securities
New York
$9.84K +$8.83K +300 New
GRP
182
Global Retirement Partners
California
$9.78K -$5.95K -202 -40%
DAM
183
Delta Asset Management
Tennessee
$9.55K
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.43K +$147 +5 +2%
LFG
185
Larson Financial Group
Missouri
$7.38K
SSB
186
Sandy Spring Bank
Maryland
$6.59K +$29 +1 +0.5%
M
187
MOTCO
Texas
$6.56K
PCMC
188
Planning Capital Management Corporation
Pennsylvania
$4.68K +$4.21K +143 New
BWAM
189
Boyd Watterson Asset Management
Ohio
$3.28K
DFA
190
DHJJ Financial Advisors
Illinois
$3.22K
TRCT
191
Tower Research Capital (TRC)
New York
$1.77K +$147 +5 +10%
JP Morgan Chase
192
JP Morgan Chase
New York
$1.64K -$500 -17 -25%
AP
193
Aspect Partners
Virginia
$1.64K +$736 +25 +100%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$1.3K +$1.18K +40 New
RBC
195
Roble Belko & Company
Pennsylvania
$1K +$500 +17 New
WWP
196
WR Wealth Planners
Missouri
$568
JIP
197
Jaffetilchin Investment Partners
Florida
$98 +$88 +3 New
Fidelity Investments
198
Fidelity Investments
Massachusetts
$33 +$29 +1 New
VFA
199
Valeo Financial Advisors
Indiana
-$558K -20,419 Closed
NWA
200
Navis Wealth Advisors
New York
-$273K -10,000 Closed