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Reaves Utility Income Fund

73 hedge funds and large institutions have $87.8M invested in Reaves Utility Income Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

9% more capital invested

Capital invested by funds: $80.8M → $87.8M (+$7.01M)

7% more funds holding

Funds holding: 6873 (+5)

0.18% more ownership

Funds ownership: 7.27%7.45% (+0.18%)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
13
Closed
6
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
$13.2M +$2.81K +81 +0%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M +$460K +13,293 +4%
GC
3
Guggenheim Capital
Illinois
$7.14M +$185K +5,346 +3%
Wells Fargo
4
Wells Fargo
California
$6.21M +$703K +20,304 +13%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$4.13M +$17.2K +496 +0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.83M -$126K -3,626 -3%
HBWM
7
Hollow Brook Wealth Management
New York
$3.55M -$45.2K -1,304 -1%
WHRC
8
W.H. Reaves & Co
New Jersey
$3.24M -$32.7K -943 -1%
GWM
9
Graybill Wealth Management
Illinois
$3.22M +$4.26K +123 +0.1%
UBS Group
10
UBS Group
Switzerland
$2.95M +$122K +3,510 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.11M +$283K +8,173 +15%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.97M -$21.2K -613 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.93M +$891K +25,735 +85%
RJA
14
Raymond James & Associates
Florida
$1.48M +$33.2K +959 +2%
AAM
15
Advisors Asset Management
Colorado
$1.21M +$293K +8,458 +32%
BF
16
BOK Financial
Oklahoma
$1.15M
LPL Financial
17
LPL Financial
California
$1.12M -$1.8M -51,850 -61%
SCM
18
Sterling Capital Management
North Carolina
$1.11M
Stifel Financial
19
Stifel Financial
Missouri
$1.07M +$112K +3,238 +12%
ISL
20
Ingalls & Snyder LLC
New York
$1.05M +$6.93K +200 +0.7%
SG
21
StoneX Group
New York
$866K +$873K +25,206 New
Creative Planning
22
Creative Planning
Kansas
$864K -$12.3K -356 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$861K -$38.9K -1,123 -4%
YCM
24
Yakira Capital Management
Connecticut
$859K +$495K +14,300 +134%
FWM
25
Focused Wealth Management
New York
$800K +$11.6K +334 +1%