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Reaves Utility Income Fund

166 hedge funds and large institutions have $218M invested in Reaves Utility Income Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

56% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 39

5% more funds holding

Funds holding: 158166 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $220M → $218M (-$2.35M)

1.06% less ownership

Funds ownership: 11.34%10.28% (-1.1%)

Holders
166
Holders Change
+8
Holders Change %
+5.06%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
61
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.9M -$18.9M -715,590 -49%
Bank of America
2
Bank of America
North Carolina
$18.1M -$1.51M -57,251 -8%
Wells Fargo
3
Wells Fargo
California
$13.9M +$1.16M +43,932 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.9M +$792K +30,020 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.73M +$545K +20,664 +6%
LPL Financial
6
LPL Financial
California
$9.11M +$1.17M +44,199 +15%
RJA
7
Raymond James & Associates
Florida
$7.57M -$82.8K -3,137 -1%
Ameriprise
8
Ameriprise
Minnesota
$7.47M +$534K +20,238 +8%
JWCA
9
J.W. Cole Advisors
Florida
$7.19M +$629K +23,860 +10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.76M +$12.6K +476 +0.2%
PAG
11
Private Advisor Group
New Jersey
$5.49M +$35.6K +1,351 +0.7%
GC
12
Guggenheim Capital
Illinois
$4.91M -$316K -11,981 -6%
HAS
13
HBW Advisory Services
California
$4.48M
Stifel Financial
14
Stifel Financial
Missouri
$4.4M -$48.1K -1,824 -1%
SIAP
15
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.23M +$890K +33,732 +27%
UBS Group
16
UBS Group
Switzerland
$4.19M +$107K +4,066 +3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.84M +$2.57M +97,420 +217%
Lido Advisors
18
Lido Advisors
California
$3.65M +$707K +26,785 +25%
MFG
19
Magnus Financial Group
New York
$3.38M +$511K +19,372 +18%
JCFM
20
JBR Co Financial Management
Oklahoma
$3.06M -$109K -4,129 -4%
NA
21
NewEdge Advisors
Louisiana
$2.7M +$1.81M +68,527 +216%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.45M -$562K -21,299 -19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.37M +$76.1K +2,886 +3%
WHRC
24
W.H. Reaves & Co
New Jersey
$2.32M -$146K -5,520 -6%
LWM
25
LongView Wealth Management
Georgia
$2.03M -$22.9K -867 -1%