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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
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$3.33M -$1.07M -22,600 -21%
RCM
127
Radnor Capital Management
Pennsylvania
$3.32M -$66.8K -1,416 -2%
EAM
128
Erste Asset Management
Austria
$3.32M +$736K +15,600 +25%
Creative Planning
129
Creative Planning
Kansas
$3.17M -$708 -15 -0%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$3.13M +$964K +20,433 +36%
SLA
131
Silver Lake Advisory
Utah
$3.09M +$1.65M +35,064 +86%
AIP
132
Ameritas Investment Partners
Nebraska
$3.06M +$335K +7,100 +10%
NMIMC
133
Northwestern Mutual Investment Management Company
Wisconsin
$3.05M +$630K +13,343 +22%
BFA
134
Benedict Financial Advisors
Georgia
$2.97M -$52.9K -1,121 -2%
CFB
135
Cullen/Frost Bankers
Texas
$2.95M -$224K -4,743 -6%
HPIA
136
Hamilton Point Investment Advisors
North Carolina
$2.82M +$101K +2,151 +3%
BC
137
Blackstart Capital
New York
$2.79M -$4.21M -89,250 -57%
YIA
138
YHB Investment Advisors
Connecticut
$2.73M -$63.6K -1,347 -2%
LPL Financial
139
LPL Financial
California
$2.68M +$350K +7,424 +13%
TYCC
140
Texas Yale Capital Corp
Florida
$2.67M -$20.7K -439 -0.7%
Squarepoint
141
Squarepoint
New York
$2.63M +$3.05M +64,671 New
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$2.53M +$316K +6,700 +12%
NA
143
NewEdge Advisors
Louisiana
$2.5M +$407K +8,629 +16%
PAG
144
Private Advisor Group
New Jersey
$2.48M -$825K -17,481 -22%
GIBU
145
Gulf International Bank (UK)
United Kingdom
$2.45M
CHAM
146
Clear Harbor Asset Management
Connecticut
$2.44M +$2.12K +45 +0.1%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.44M -$170K -3,600 -6%
GC
148
Guggenheim Capital
Illinois
$2.41M -$3.5M -74,186 -56%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$2.34M -$147K -3,120 -5%
CT
150
Coastline Trust
Rhode Island
$2.27M -$339K -7,175 -11%