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Reaves Utility Income Fund

151 hedge funds and large institutions have $202M invested in Reaves Utility Income Fund in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

10% more funds holding

Funds holding: 137151 (+14)

1% more capital invested

Capital invested by funds: $199M → $202M (+$2.51M)

0.62% more ownership

Funds ownership: 10.43%11.05% (+0.62%)

Holders
151
Holders Change
+14
Holders Change %
+10.22%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
58
Reduced
29
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
$21.4M +$931K +26,464 +4%
Morgan Stanley
2
Morgan Stanley
New York
$17.8M +$751K +21,352 +4%
Wells Fargo
3
Wells Fargo
California
$13.2M -$3.28M -93,208 -19%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12M +$1.85M +52,551 +17%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.8M +$698K +19,840 +6%
AA
6
ALPS Advisors
Colorado
$9.66M +$3.19M +90,511 +44%
Ameriprise
7
Ameriprise
Minnesota
$8.32M -$564K -16,036 -6%
UBS Group
8
UBS Group
Switzerland
$7.37M +$474K +13,469 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.37M +$105K +2,988 +1%
RJA
10
Raymond James & Associates
Florida
$6.57M +$239K +6,791 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.12M -$31.2K -886 -0.6%
LPL Financial
12
LPL Financial
California
$4.39M +$211K +5,994 +5%
GC
13
Guggenheim Capital
Illinois
$4.28M +$1.09K +31 +0%
Stifel Financial
14
Stifel Financial
Missouri
$4.06M +$325K +9,244 +8%
PAG
15
Private Advisor Group
New Jersey
$3.98M +$44K +1,251 +1%
WHRC
16
W.H. Reaves & Co
New Jersey
$3.52M +$56.6K +1,609 +2%
NFG
17
Nations Financial Group
Iowa
$3.18M +$3.41M +97,001 New
FWM
18
Focused Wealth Management
New York
$2.44M +$115K +3,254 +5%
MFG
19
Magnus Financial Group
New York
$2.37M +$45.1K +1,281 +2%
HAS
20
HBW Advisory Services
California
$2.35M +$2.52M +71,600 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.16M -$52K -1,478 -2%
WANY
22
Wealthspire Advisors (New York)
New York
$2.12M -$716K -20,350 -24%
IWA
23
IBEX Wealth Advisors
New Jersey
$2.12M -$17.4K -495 -0.8%
SFS
24
Sowell Financial Services
Arkansas
$1.84M -$239K -6,797 -11%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.68M -$28.2K -801 -2%