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Essential Utilities

578 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.05% more ownership

Funds ownership: 70.22%74.27% (+4.1%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.86M

3% less funds holding

Funds holding: 595578 (-17)

5% less capital invested

Capital invested by funds: $7.11B → $6.72B (-$387M)

12% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 103

14% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 195

Holders
578
Holders Change
-17
Holders Change %
-2.86%
% of All Funds
12.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
91
Increased
168
Reduced
195
Closed
103
Calls
$7.13M
Puts
$6.86M
Net Calls
+$267K
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
626
Voya Financial Advisors
Connecticut
-$393K -8,352 Closed
MA
627
Montag & Associates
Georgia
-$358K -7,625 Closed
KTC
628
Kistler-Tiffany Companies
Pennsylvania
-$354K -7,551 Closed
JIC
629
Johnson Investment Counsel
Ohio
-$348K -7,416 Closed
SPI
630
Santori & Peters Inc
Pennsylvania
-$320K -6,828 Closed
AIM
631
Aigen Investment Management
New York
-$315K -6,709 Closed
CIBC World Market
632
CIBC World Market
Ontario, Canada
-$290K -6,188 Closed
QI
633
QS Investors
New York
-$276K -6,000 Closed
HIS
634
Harvest Investment Services
Illinois
-$278K -5,930 Closed
FIM
635
Freedom Investment Management
Connecticut
-$275K -5,864 Closed
RJT
636
Raymond James Trust
Florida
-$270K -5,758 Closed
ACM
637
Azimuth Capital Management
Michigan
-$258K -5,500 Closed
PD
638
Planning Directions
Pennsylvania
-$253K -5,394 Closed
CCMG
639
Clark Capital Management Group
Pennsylvania
-$241K -5,126 Closed
SG
640
StoneX Group
New York
-$236K -5,029 Closed
CIBC Private Wealth Group
641
CIBC Private Wealth Group
Georgia
-$233K -4,960 Closed
LW
642
Linscomb Wealth
Texas
-$230K -4,908 Closed
OIA
643
OneDigital Investment Advisors
Kansas
-$218K -4,641 Closed
LNC
644
Lincoln National Corp
Pennsylvania
-$216K -4,606 Closed
AWM
645
Altavista Wealth Management
North Carolina
-$214K -4,553 Closed
NIM
646
NXG Investment Management
Texas
-$209K -4,448 Closed
DAC
647
Dividend Assets Capital
South Carolina
-$206K -4,379 Closed
HCM
648
Howland Capital Management
Massachusetts
-$205K -4,375 Closed
IAA
649
Independent Advisor Alliance
North Carolina
-$205K -4,359 Closed
HL
650
HeadInvest LLC
Maine
-$204K -4,350 Closed