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Reaves Utility Income Fund

151 hedge funds and large institutions have $209M invested in Reaves Utility Income Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

0.29% more ownership

Funds ownership: 9.71%10% (+0.29%)

6% less funds holding

Funds holding: 160151 (-9)

8% less capital invested

Capital invested by funds: $227M → $209M (-$18.3M)

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

Holders
151
Holders Change
-9
Holders Change %
-5.63%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
54
Reduced
34
Closed
27
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
$22.4M +$952K +28,845 +4%
Morgan Stanley
2
Morgan Stanley
New York
$19.3M -$442K -13,401 -2%
Wells Fargo
3
Wells Fargo
California
$13.2M +$647K +19,601 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.2M +$656K +19,897 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.9M -$71K -2,153 -0.6%
Ameriprise
6
Ameriprise
Minnesota
$10.4M +$2.73M +82,618 +33%
PA
7
Paralel Advisors
Colorado
$9.14M
RJA
8
Raymond James & Associates
Florida
$8.86M +$1.57M +47,588 +20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.09M +$90K +2,727 +1%
UBS Group
10
UBS Group
Switzerland
$5.96M -$360K -10,918 -5%
LPL Financial
11
LPL Financial
California
$5.68M +$1.04M +31,626 +21%
PAG
12
Private Advisor Group
New Jersey
$5.04M +$186K +5,646 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.78M -$527K -15,979 -9%
Stifel Financial
14
Stifel Financial
Missouri
$4M +$73.1K +2,216 +2%
GC
15
Guggenheim Capital
Illinois
$3.54M +$375K +11,363 +11%
NFG
16
Nations Financial Group
Iowa
$2.91M +$48.7K +1,475 +2%
WHRC
17
W.H. Reaves & Co
New Jersey
$2.89M -$584K -17,713 -16%
HAS
18
HBW Advisory Services
California
$2.83M -$109K -3,292 -3%
FWM
19
Focused Wealth Management
New York
$2.74M +$157K +4,759 +6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.7M -$380K -11,514 -12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.67M +$116K +3,530 +4%
MFG
22
Magnus Financial Group
New York
$2.48M +$107K +3,238 +4%
TWM
23
Tradition Wealth Management
Minnesota
$2.4M -$44.9K -1,361 -2%
CAN
24
Cetera Advisor Networks
California
$1.9M +$249K +7,560 +14%
SFS
25
Sowell Financial Services
Arkansas
$1.82M +$1.94M +58,673 New