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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
AAP
551
Arax Advisory Partners
Colorado
$10K -$9.44K -220 -50%
AA
552
Advisory Alpha
Michigan
$9.12K +$8.59K +200 New
MCM
553
McMillion Capital Management
North Carolina
$9K
PFBT
554
Parkside Financial Bank & Trust
Missouri
$9K
RIA
555
Realta Investment Advisors
Delaware
$9K
BCA
556
Berman Capital Advisors
Georgia
$9K +$43 +1 +0.5%
FA
557
Fortis Advisors
Pennsylvania
$9K +$8.59K +200 New
EARNEST Partners
558
EARNEST Partners
Georgia
$8K
PWP
559
Personal Wealth Partners
Minnesota
$7K +$472 +11 +8%
AIS
560
AlphaOne Investment Services
Pennsylvania
$6K
LC
561
Lindbrook Capital
California
$6K
TFO
562
Tarbox Family Office
California
$6K
EW
563
Evoke Wealth
California
$5.92K +$5.67K +132 New
FIA
564
FNY Investment Advisers
New York
$5K
OAJ
565
Ogorek Anthony Joseph
New York
$5K
LWM
566
Lenox Wealth Management
Ohio
$5K +$5.32K +124 New
GSWM
567
Golden State Wealth Management
California
$4K
TWA
568
TCI Wealth Advisors
Arizona
$4K +$215 +5 +6%
AssetMark Inc
569
AssetMark Inc
California
$2K -$17.4K -406 -90%
MAM
570
Meeder Asset Management
Ohio
$2K -$4.85K -113 -76%
GT
571
Glenmede Trust
Pennsylvania
$1.98K +$112K +2,616 +6%
CIR
572
Clear Investment Research
Georgia
$1K
GWS
573
Glassman Wealth Services
Virginia
$1K
Marshall Wace
574
Marshall Wace
United Kingdom
$1K +$730 +17 New
UB
575
UMB Bank
Missouri
$257