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Reaves Utility Income Fund

197 hedge funds and large institutions have $313M invested in Reaves Utility Income Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

34% more capital invested

Capital invested by funds: $232M → $313M (+$80.1M)

17% more funds holding

Funds holding: 168197 (+29)

1.28% more ownership

Funds ownership: 10.77%12.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
68
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.9M +$2.25M +76,555 +10%
Bank of America
2
Bank of America
North Carolina
$26.7M +$2.33M +78,980 +11%
Wells Fargo
3
Wells Fargo
California
$19.2M +$1.75M +59,573 +11%
LPL Financial
4
LPL Financial
California
$18.3M +$2.1M +71,233 +15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.5M +$934K +31,738 +7%
Ameriprise
6
Ameriprise
Minnesota
$13.7M +$5.56M +188,900 +82%
Osaic Holdings
7
Osaic Holdings
Arizona
$12.8M +$1.88M +63,889 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.5M +$1.22M +41,328 +15%
JWCA
9
J.W. Cole Advisors
Florida
$10.4M +$1.18M +40,248 +14%
GC
10
Guggenheim Capital
Illinois
$6.68M +$467K +15,853 +8%
PAG
11
Private Advisor Group
New Jersey
$6.18M -$514K -17,475 -8%
Stifel Financial
12
Stifel Financial
Missouri
$5.97M +$381K +12,947 +8%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5.8M +$4.66M +158,293 +852%
SIAP
14
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.73M +$111K +3,775 +2%
OFA
15
Oak Family Advisors
Illinois
$5.6M +$3.33M +112,985 +192%
MFG
16
Magnus Financial Group
New York
$5.47M +$652K +22,156 +15%
UBS Group
17
UBS Group
Switzerland
$5.15M +$296K +10,046 +7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.73M +$81.6K +2,773 +2%
Lido Advisors
19
Lido Advisors
California
$4.56M
Mariner
20
Mariner
Kansas
$4.09M +$2.13M +72,507 +139%
RJA
21
Raymond James & Associates
Florida
$4.07M -$5.23M -177,535 -59%
JCFM
22
JBR Co Financial Management
Oklahoma
$3.83M -$154K -5,218 -4%
SA
23
Sanctuary Advisors
Indiana
$3.66M +$375K +12,722 +14%
CPRC
24
Consolidated Portfolio Review Corp
New York
$3.17M +$93.7K +3,184 +3%
TWM
25
Tradition Wealth Management
Minnesota
$3.08M +$82K +2,784 +3%