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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
BP
301
BBR Partners
New York
$599K
MCM
302
Murphy Capital Management
New Jersey
$579K -$18.2K -425 -3%
6M
303
6 Meridian
Kansas
$575K -$58K -1,350 -10%
BF
304
BOK Financial
Oklahoma
$559K +$15.5K +362 +3%
CTC
305
Central Trust Company
Missouri
$559K +$16.4K +381 +3%
AF
306
Aldebaran Financial
$555K
ATC
307
Adirondack Trust Company
New York
$547K
IFWM
308
Institute for Wealth Management
Colorado
$544K
HFA
309
Hoover Financial Advisors
Pennsylvania
$542K
SCM
310
Shelton Capital Management
Colorado
$542K
TEE
311
Tibra Equities Europe
United Kingdom
$538K +$515K +12,000 New
UCFA
312
United Capital Financial Advisors
Texas
$536K -$95K -2,212 -16%
KFA
313
Krane Funds Advisors
New York
$531K +$483K +11,249 +1,891%
TMAM
314
Tokio Marine Asset Management
Japan
$529K +$240K +5,600 +90%
OI
315
Oakbrook Investments
Illinois
$528K -$8.59K -200 -2%
CP
316
Coho Partners
Pennsylvania
$527K
QT
317
Quantbot Technologies
New York
$526K +$505K +11,755 New
IA
318
IndexIQ Advisors
New York
$524K -$26.1K -609 -5%
GLA
319
Good Life Advisors
Pennsylvania
$524K -$4.51K -105 -0.9%
CA
320
Commerzbank Aktiengesellschaft
Germany
$511K
PCAP
321
Pratt Collard Advisory Partners
New York
$506K
GP
322
Girard Partners
Pennsylvania
$504K -$35.3K -823 -7%
SO
323
STRS Ohio
Ohio
$504K +$483K +11,253 New
CCMD
324
Cypress Capital Management (Delaware)
Delaware
$503K +$482K +11,225 New
RCA
325
Ranch Capital Advisors
Florida
$500K +$479K +11,148 New