Reaves Utility Income Fund
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 28 superinvestors own shares of Reaves Utility Income Fund (UTG), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Reaves Utility Income Fund (UTG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Reaves Utility Income Fund (UTG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Reaves Utility Income Fund (UTG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
John Hayes@Longview Wealth Management
| 0.68% | $2.227M 70,276 shares@ 31.69 avg price | Decreased -6.53% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $1.913M 60,366 shares@ 31.7 avg price | Decreased -10.52% |
Debbie Hall@Future Financial Wealth Managment Llc
| 0.61% | $823,908 25,999 shares@ 31.69 avg price | Decreased -2.39% |
Matt Lovett@Brookstone Capital Management
| 0.02% | $690,833 21,800 shares@ 31.69 avg price | Decreased -11.29% |
Greg Lowe@Lowe Wealth Advisors, Llc
| 0.09% | $207,570 6,550 shares@ 31.7 avg price | Decreased -15.48% |
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
| 0.05% | $52,881 1,669 shares@ 31.69 avg price | Decreased -15.53% |
Brandon Yee@Versant Capital Management, Inc
| 0.01% | $9,607 303 shares@ 31.71 avg price | Decreased -20.88% |