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Reaves Utility Income Fund

118 hedge funds and large institutions have $153M invested in Reaves Utility Income Fund in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-12
Holders Change %
-9.23%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
43
Reduced
29
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$19.6M -$975K -33,920 -5%
Morgan Stanley
2
Morgan Stanley
New York
$17.2M +$317K +11,035 +2%
Wells Fargo
3
Wells Fargo
California
$11M -$263K -9,155 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.56M +$5.56M +193,284 New
GC
5
Guggenheim Capital
Illinois
$5.43M -$78.8K -2,741 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.09M +$97.6K +3,394 +2%
UBS Group
7
UBS Group
Switzerland
$4.96M +$263K +9,139 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.88M +$357K +12,410 +8%
Cohen & Steers
9
Cohen & Steers
New York
$4.49M +$1.38M +48,104 +44%
PAG
10
Private Advisor Group
New Jersey
$4.37M +$1.74M +60,426 +66%
WANY
11
Wealthspire Advisors (New York)
New York
$4.33M +$275K +9,566 +7%
PAIM
12
Punch & Associates Investment Management
Minnesota
$4.06M +$4.06M +141,296 New
WHRC
13
W.H. Reaves & Co
New Jersey
$3.51M +$11.5K +400 +0.3%
Stifel Financial
14
Stifel Financial
Missouri
$3.43M +$981K +34,058 +40%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.42M +$698K +24,264 +26%
HBWM
16
Hollow Brook Wealth Management
New York
$3.26M -$259K -9,024 -7%
Ameriprise
17
Ameriprise
Minnesota
$2.81M -$1.72M -59,783 -38%
LPL Financial
18
LPL Financial
California
$2.37M +$320K +11,132 +16%
SFS
19
Sowell Financial Services
Arkansas
$2.29M +$124K +4,304 +6%
AAM
20
Advisors Asset Management
Colorado
$2.17M -$997K -34,688 -32%
GIM
21
Guild Investment Management
California
$2.15M -$222K -7,720 -9%
IWA
22
IBEX Wealth Advisors
New Jersey
$1.95M +$173K +6,034 +10%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.95M +$88.7K +3,086 +5%
FWM
24
Focused Wealth Management
New York
$1.93M +$288K +10,028 +18%
MFG
25
Magnus Financial Group
New York
$1.81M +$179K +6,211 +11%