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Reaves Utility Income Fund

199 hedge funds and large institutions have $360M invested in Reaves Utility Income Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 40

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $325M → $360M (+$34.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.42% less ownership

Funds ownership: 12.99%12.57% (-0.42%)

1% less funds holding

Funds holding: 201199 (-2)

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
83
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$21.2K
SWA
177
SOA Wealth Advisors
New York
$19.9K
OWP
178
ORG Wealth Partners
Texas
$19.1K +$19.1K +581 New
SL
179
Salomon & Ludwin
Virginia
$18.9K
UB
180
UMB Bank
Missouri
$18.7K
KFI
181
Key Financial Inc
Pennsylvania
$18K
CA
182
Clearstead Advisors
Ohio
$17.9K +$18.1K +550 New
MFA
183
McClarren Financial Advisors
Pennsylvania
$16K +$1.05K +32 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$15.8K
HCM
185
Hollencrest Capital Management
California
$12.9K
BlackRock
186
BlackRock
New York
$12.5K +$12.6K +384 New
RMC
187
Resources Management Corp
Connecticut
$12K +$11.7K +356 New
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K
TCM
189
Tradewinds Capital Management
Washington
$10.4K
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$8.75K +$33 +1 +0.3%
SRCM
191
Signature Resources Capital Management
California
$8.13K
VCM
192
Versant Capital Management
Arizona
$7.6K -$2.27K -69 -23%
SSB
193
Sandy Spring Bank
Maryland
$6.54K
DAM
194
Delta Asset Management
Tennessee
$6.51K
BHWM
195
Beaird Harris Wealth Management
Texas
$5.7K +$5.75K +175 New
AP
196
Aspect Partners
Virginia
$3.25K
BWAM
197
Boyd Watterson Asset Management
Ohio
$3.25K
DFA
198
DHJJ Financial Advisors
Illinois
$3.19K
RBC
199
Roble Belko & Company
Pennsylvania
$2K +$33 +1 +1%
TRCT
200
Tower Research Capital (TRC)
New York
$163 -$1.45K -44 -90%