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Essential Utilities

576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $6.21B → $6.6B (+$385M)

6% more funds holding

Funds holding: 544576 (+32)

1.23% more ownership

Funds ownership: 67.02%68.25% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 180

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.83M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.63%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
THWM
251
Taylor Hoffman Wealth Management
Virginia
$983K +$215K +5,000 +30%
HF
252
HRT Financial
New York
$977K +$936K +21,796 New
PTC
253
Philadelphia Trust Company
Pennsylvania
$972K
TBA
254
Tower Bridge Advisors
Pennsylvania
$930K +$8.59K +200 +0.9%
TCM
255
Teza Capital Management
Illinois
$916K +$878K +20,447 New
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$900K +$86 +2 +0%
GEA
257
Glen Eagle Advisors
New Jersey
$898K +$18.4K +428 +2%
CYG
258
Clean Yield Group
Vermont
$894K -$52.8K -1,229 -6%
ERSOT
259
Employees Retirement System of Texas
Texas
$891K +$853K +19,875 New
SB
260
Suntrust Banks
Georgia
$872K +$31.9K +743 +4%
PIA
261
Piedmont Investment Advisors
North Carolina
$865K -$66.3K -1,545 -7%
Mackenzie Financial
262
Mackenzie Financial
Ontario, Canada
$863K +$101K +2,347 +14%
SPIA
263
Steward Partners Investment Advisory
New York
$859K -$74.3K -1,731 -8%
BC
264
Brinker Capital
Pennsylvania
$832K -$9.92K -231 -1%
TC
265
Truvestments Capital
Florida
$815K -$6.4K -149 -0.8%
D.E. Shaw & Co
266
D.E. Shaw & Co
New York
$815K +$780K +18,180 New
ECM
267
ETrade Capital Management
Virginia
$811K +$104K +2,429 +16%
JWM
268
Jackson Wealth Management
Florida
$810K +$68.9K +1,606 +10%
BTS
269
BB&T Securities
Virginia
$795K -$42.8K -998 -5%
EM
270
ELCO Management
New York
$793K -$87.7K -2,044 -10%
CFN
271
Cordasco Financial Network
Florida
$788K -$4.12K -96 -0.5%
OBGC
272
O'Brien Greene & Co
Pennsylvania
$783K
Holocene Advisors
273
Holocene Advisors
New York
$772K -$423K -9,844 -36%
TA
274
Tiedemann Advisors
New York
$762K -$697K -16,241 -49%
CGH
275
Crossmark Global Holdings
Texas
$752K -$30.9K -720 -4%