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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
CT
476
Clearstead Trust
Maine
$67K
EWM
477
Endurance Wealth Management
Rhode Island
$67K
BC
478
Bartlett & Co
Ohio
$66K +$44.3K +1,031 +236%
BCWM
479
Bartlett & Co Wealth Management
Ohio
$65.8K +$44.3K +1,031 +236%
TSW
480
Thompson Siegel & Walmsley
Virginia
$64K
SF
481
Synovus Financial
Georgia
$62K +$129 +3 +0.2%
RE
482
RBC Europe
United Kingdom
$61K
FCB
483
First Command Bank
Texas
$60K
FCFS
484
First Command Financial Services
Texas
$60K
PA
485
Parallel Advisors
California
$58K +$23.4K +546 +74%
AF
486
Allworth Financial
California
$57K +$258 +6 +0.5%
AAM
487
Advisors Asset Management
Colorado
$57K +$54.9K +1,279 New
DOA
488
D'Orazio & Associates
Virginia
$56K
VFA
489
Valeo Financial Advisors
Indiana
$56K
CFGS
490
Concourse Financial Group Securities
Alabama
$56K +$10.3K +240 +24%
TCOV
491
Trust Company of Vermont
Vermont
$54K -$12.9K -300 -20%
BWM
492
Baystate Wealth Management
Massachusetts
$52K -$5.45K -127 -10%
SIAS
493
Shine Investment Advisory Services
Colorado
$52K
TVWM
494
Tower View Wealth Management
Wisconsin
$52K +$258 +6 +0.5%
RCAG
495
Rehmann Capital Advisory Group
Michigan
$51.5K -$26.2K -610 -35%
PGAM
496
Princeton Global Asset Management
New Jersey
$51K +$29K +675 +152%
PCIA
497
Prime Capital Investment Advisors
Kansas
$50K +$47.9K +1,116 New
AF
498
Arrow Financial
New York
$49K -$4.29K -100 -8%
LWA
499
Lenox Wealth Advisors
New York
$48K +$258 +6 +0.6%
ADL
500
Asset Dedication LLC
California
$47K