UTG icon

Reaves Utility Income Fund

165 hedge funds and large institutions have $230M invested in Reaves Utility Income Fund in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
62
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.3M 744,326 +6,420 +0.9%
Bank of America
2
Bank of America
North Carolina
$20M 733,314 +60,271 +9%
Wells Fargo
3
Wells Fargo
California
$14.3M 524,640 +7,414 +1%
LPL Financial
4
LPL Financial
California
$13.3M 487,386 +149,652 +44%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M 439,384 +36,368 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.87M 324,728 -36,316 -10%
RJA
7
Raymond James & Associates
Florida
$8.24M 301,729 +20,920 +7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.64M 279,794 +66,163 +31%
JWCA
9
J.W. Cole Advisors
Florida
$7.6M 278,213 +11,694 +4%
Ameriprise
10
Ameriprise
Minnesota
$6.28M 230,099 -48,532 -17%
PAG
11
Private Advisor Group
New Jersey
$5.62M 205,892 +2,377 +1%
GC
12
Guggenheim Capital
Illinois
$5.13M 187,809 +5,844 +3%
HAS
13
HBW Advisory Services
California
$4.99M 182,635 +14,934 +9%
SIAP
14
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.67M 170,886 +14,110 +9%
Stifel Financial
15
Stifel Financial
Missouri
$4.61M 168,891 +5,823 +4%
UBS Group
16
UBS Group
Switzerland
$4.01M 146,879 -8,479 -5%
MFG
17
Magnus Financial Group
New York
$3.95M 144,497 +18,964 +15%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.87M 141,502 -908 -0.6%
Lido Advisors
19
Lido Advisors
California
$3.8M 139,063 +3,790 +3%
JCFM
20
JBR Co Financial Management
Oklahoma
$3.33M 121,826 +8,497 +7%
CPRC
21
Consolidated Portfolio Review Corp
New York
$2.56M 93,562 +31,944 +52%
TWM
22
Tradition Wealth Management
Minnesota
$2.49M 91,204 +18,207 +25%
SA
23
Sanctuary Advisors
Indiana
$2.44M 93,193 +93,193 New
WHRC
24
W.H. Reaves & Co
New Jersey
$2.33M 85,175 -858 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.32M 84,854 -3,146 -4%