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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
TD Asset Management
326
TD Asset Management
Ontario, Canada
$499K +$30.1K +700 +7%
AIM
327
Arcadia Investment Management
Michigan
$495K +$38.6K +900 +9%
MAFM
328
Mid Atlantic Financial Management
Pennsylvania
$489K +$25.8K +600 +6%
FT
329
Fiduciary Trust
Massachusetts
$487K
GVAG
330
Great Valley Advisor Group
Delaware
$484K -$1.16K -27 -0.2%
Chevy Chase Trust
331
Chevy Chase Trust
Maryland
$484K +$42.2K +982 +10%
QT
332
Quantamental Technologies
New York
$480K +$459K +10,684 +59,356%
FWIA
333
Fort Washington Investment Advisors
Ohio
$478K -$15K -350 -3%
Connor, Clark & Lunn Investment Management (CC&L)
334
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$476K +$456K +10,625 New
LIA
335
LS Investment Advisors
Michigan
$471K -$2.02K -47 -0.4%
BHWM
336
Bar Harbor Wealth Management
New Hampshire
$463K +$3.22K +75 +0.7%
WAM
337
World Asset Management
Michigan
$453K -$1.46K -34 -0.3%
SBH
338
Segall Bryant & Hamill
Illinois
$452K
BCM
339
Blume Capital Management
California
$448K
RHBC
340
R.H. Bluestein & Co
Michigan
$448K
SCM
341
Stevens Capital Management
Pennsylvania
$448K +$429K +9,993 New
Asset Management One
342
Asset Management One
Japan
$441K
TIS
343
Tortoise Index Solutions
Kansas
$440K +$236K +5,501 +127%
CCFCSB
344
Cape Cod Five Cents Savings Bank
Massachusetts
$434K
KLI
345
Kelman-Lazarov Inc
Tennessee
$431K -$26.8K -625 -6%
CC
346
Cannell & Co
New York
$431K
BIA
347
Bigelow Investment Advisors
Maine
$425K -$64.4K -1,500 -14%
OSIA
348
O'Shares Investment Advisers
Massachusetts
$422K +$10.9K +255 +3%
RMA
349
Roffman Miller Associates
Pennsylvania
$409K -$13.4K -312 -3%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$407K +$13K +303 +3%