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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
KPCM
451
Kings Point Capital Management
New York
$161K
HR
452
Howe & Rusling
New York
$159K
CFA
453
Carroll Financial Associates
North Carolina
$156K
BAM
454
Belpointe Asset Management
Nevada
$153K +$20.4K +475 +16%
NPP
455
New Potomac Partners
Maryland
$151K
NICM
456
Neo Ivy Capital Management
New York
$148K +$143K +3,334 New
APA
457
American Portfolios Advisors
New York
$139K
PFSC
458
Peoples Financial Services Corp
Pennsylvania
$131K
PCG
459
Private Capital Group
Connecticut
$129K +$14.9K +347 +14%
HDIM
460
Hanson & Doremus Investment Management
Vermont
$127K
HI
461
Hudock Inc
Pennsylvania
$120K
QCG
462
Quadrant Capital Group
Ohio
$113K
NCM
463
Next Capital Management
New York
$112K
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K
CAPTRUST Financial Advisors
465
CAPTRUST Financial Advisors
North Carolina
$96K -$15K -350 -14%
EIM
466
Essex Investment Management
Massachusetts
$94K
SCA
467
Stonebridge Capital Advisors
Minnesota
$94K
GIC
468
Gantzert Investment Company
Illinois
$90K
SIC
469
Salem Investment Counselors
North Carolina
$90K
CAL
470
Capital Analysts LLC
Pennsylvania
$88K -$58.6K -1,366 -41%
BRC
471
Bell Rock Capital
Delaware
$85K +$6.74K +157 +9%
WCG
472
Weaver Consulting Group
California
$80K
TRCT
473
Tower Research Capital (TRC)
New York
$76K -$88.8K -2,069 -55%
JGIA
474
Jackson Grant Investment Advisers
Connecticut
$75K +$386 +9 +0.5%
WWM
475
Willingdon Wealth Management
North Carolina
$71K