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Reaves Utility Income Fund

68 hedge funds and large institutions have $80.8M invested in Reaves Utility Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 8.04%7.27% (-0.77%)

5% less capital invested

Capital invested by funds: $84.8M → $80.8M (-$3.97M)

7% less funds holding

Funds holding: 7368 (-5)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
17
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$12.5M -$1.24M -37,938 -9%
Morgan Stanley
2
Morgan Stanley
New York
$11.2M -$563K -17,210 -5%
GC
3
Guggenheim Capital
Illinois
$6.56M +$517K +15,831 +8%
Wells Fargo
4
Wells Fargo
California
$5.2M +$316K +9,662 +6%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.88M +$13.8K +422 +0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.73M +$1.27M +38,915 +51%
HBWM
7
Hollow Brook Wealth Management
New York
$3.39M -$5.05M -154,480 -60%
WHRC
8
W.H. Reaves & Co
New Jersey
$3.08M -$272K -8,336 -8%
GWM
9
Graybill Wealth Management
Illinois
$3.04M -$46.3K -1,415 -1%
LPL Financial
10
LPL Financial
California
$2.73M -$267K -8,166 -9%
UBS Group
11
UBS Group
Switzerland
$2.67M +$331K +10,120 +14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.88M +$117K +3,572 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.73M +$110K +3,357 +7%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$1.67M -$1.14M -34,789 -40%
RJA
15
Raymond James & Associates
Florida
$1.36M -$229 -7 -0%
BF
16
BOK Financial
Oklahoma
$1.08M +$1.09M +33,334 New
SCM
17
Sterling Capital Management
North Carolina
$1.04M
ISL
18
Ingalls & Snyder LLC
New York
$988K +$32.7K +1,000 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$986K -$191K -5,847 -16%
Stifel Financial
20
Stifel Financial
Missouri
$906K -$27.7K -847 -3%
AAM
21
Advisors Asset Management
Colorado
$865K +$551K +16,858 +171%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$849K -$42.5K -1,299 -5%
Creative Planning
23
Creative Planning
Kansas
$826K -$5.66K -173 -0.7%
FWM
24
Focused Wealth Management
New York
$743K +$19.3K +590 +3%
First Trust Advisors
25
First Trust Advisors
Illinois
$693K +$51.9K +1,589 +8%