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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
SCA
651
Stillwater Capital Advisors
Pennsylvania
-$203K -4,332 Closed
HAG
652
HighPoint Advisor Group
Illinois
-$211K -4,145 Closed
NIT
653
NumerixS Investment Technologies
British Columbia, Canada
-$178K -3,801 Closed
GDP
654
Great Diamond Partners
Maine
-$177K -3,792 Closed
BAM
655
Belpointe Asset Management
Nevada
-$127K -2,718 Closed
AAM
656
Advisors Asset Management
Colorado
-$104K -2,223 Closed
BRC
657
Bell Rock Capital
Delaware
-$90K -1,917 Closed
EMFAT
658
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$85K -1,812 Closed
Group One Trading
659
Group One Trading
Illinois
-$78K -1,653 Closed
RMAM
660
Raab & Moskowitz Asset Management
New Jersey
-$47K -1,012 Closed
CCA
661
Catalyst Capital Advisors
New York
-$42K -900 Closed
AA
662
Argent Advisors
Louisiana
-$42K -895 Closed
TFA
663
Tobias Financial Advisors
Florida
-$29K -626 Closed
FIB
664
First Interstate Bank
Montana
-$27K -570 Closed
FPS
665
Fieldpoint Private Securities
Connecticut
-$27K -559 Closed
RA
666
Rational Advisors
New York
-$23K -490 Closed
PB
667
Pinnacle Bancorp
Nebraska
-$20K -423 Closed
BCI
668
Brinker Capital Investments
Pennsylvania
-$15K -312 Closed
MMG
669
Monetary Management Group
Missouri
-$12K -250 Closed
TC
670
TownSquare Capital
Utah
-$12K -250 Closed
AAP
671
Arax Advisory Partners
Colorado
-$10K -222 Closed
RIA
672
Realta Investment Advisors
Delaware
-$9K -207 Closed
VAIA
673
Virtus Alternative Investment Advisers
Connecticut
-$9K -202 Closed
PWP
674
Personal Wealth Partners
Minnesota
-$7K -146 Closed
FIA
675
FNY Investment Advisers
New York
-$5K -126 Closed