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Reaves Utility Income Fund

121 hedge funds and large institutions have $180M invested in Reaves Utility Income Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

10% more funds holding

Funds holding: 110121 (+11)

2% more capital invested

Capital invested by funds: $177M → $180M (+$2.83M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 10.18%10.1% (-0.08%)

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
40
Reduced
27
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
$24.2M +$1.12M +30,833 +5%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M -$180K -4,929 -0.9%
Wells Fargo
3
Wells Fargo
California
$13.6M +$411K +11,267 +3%
GC
4
Guggenheim Capital
Illinois
$7.93M +$36.2K +992 +0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.1M +$420K +11,529 +7%
Cohen & Steers
6
Cohen & Steers
New York
$5.91M -$7.84M -215,134 -57%
AAM
7
Advisors Asset Management
Colorado
$5.64M -$250K -6,850 -4%
UBS Group
8
UBS Group
Switzerland
$5.36M +$724K +19,854 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.2M +$481K +13,207 +10%
Ameriprise
10
Ameriprise
Minnesota
$5.15M -$20.3K -557 -0.4%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$4.79M +$295K +8,093 +7%
WANY
12
Wealthspire Advisors (New York)
New York
$4.65M +$1.47M +40,292 +47%
WHRC
13
W.H. Reaves & Co
New Jersey
$4.42M -$1.19M -32,692 -21%
HBWM
14
Hollow Brook Wealth Management
New York
$4.22M -$193K -5,286 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.36M -$40.3K -1,106 -1%
PAG
16
Private Advisor Group
New Jersey
$3.09M +$129K +3,535 +4%
Stifel Financial
17
Stifel Financial
Missouri
$3.05M +$147K +4,020 +5%
SFS
18
Sowell Financial Services
Arkansas
$2.54M +$2.53M +69,307 New
LPL Financial
19
LPL Financial
California
$2.46M -$50.8K -1,393 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.42M -$63.7K -1,748 -3%
IWA
21
IBEX Wealth Advisors
New Jersey
$2.25M +$39.9K +1,095 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.25M -$321K -8,795 -13%
MFG
23
Magnus Financial Group
New York
$2.03M +$184K +5,061 +10%
RJA
24
Raymond James & Associates
Florida
$1.9M -$57.2K -1,570 -3%
FWM
25
Focused Wealth Management
New York
$1.87M +$285K +7,806 +18%