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Reaves Utility Income Fund

200 hedge funds and large institutions have $323M invested in Reaves Utility Income Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 41 reducing their positions, and 17 closing their positions.

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
82
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.8M 877,082 +56,201 +7%
Bank of America
2
Bank of America
North Carolina
$26.2M 826,880 +14,586 +2%
Wells Fargo
3
Wells Fargo
California
$19M 598,402 +14,189 +2%
LPL Financial
4
LPL Financial
California
$18.5M 585,115 +26,496 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.6M 490,955 +19,833 +4%
Ameriprise
6
Ameriprise
Minnesota
$14.3M 451,310 +32,311 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$14.1M 446,194 +125,072 +39%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.4M 391,140 +2,523 +0.6%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$11.3M 357,370 +180,506 +102%
JWCA
10
J.W. Cole Advisors
Florida
$10.5M 332,579 +14,118 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$8.7M 274,632 +274,632 New
OFA
12
Oak Family Advisors
Illinois
$7.98M 251,772 +80,004 +47%
GC
13
Guggenheim Capital
Illinois
$6.77M 213,580 +9,918 +5%
Stifel Financial
14
Stifel Financial
Missouri
$6.44M 203,179 +21,341 +12%
SIAP
15
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.66M 178,738 +4,077 +2%
MFG
16
Magnus Financial Group
New York
$5.51M 173,896 +7,243 +4%
UBS Group
17
UBS Group
Switzerland
$4.99M 157,576 +651 +0.4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.57M 144,331 +56 +0%
PAG
19
Private Advisor Group
New Jersey
$4.51M 142,316 -46,101 -24%
Lido Advisors
20
Lido Advisors
California
$4.43M 139,063
Mariner
21
Mariner
Kansas
$4.02M 126,837 +2,028 +2%
JCFM
22
JBR Co Financial Management
Oklahoma
$3.9M 123,170 +6,562 +6%
CPRC
23
Consolidated Portfolio Review Corp
New York
$3.11M 98,082 +1,336 +1%
TWM
24
Tradition Wealth Management
Minnesota
$3M 94,703 +715 +0.8%
WHRC
25
W.H. Reaves & Co
New Jersey
$2.72M 85,731 +1,329 +2%