Opus Investment Management Inc

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Assets, Funds, Holdings

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Opus Investment Management Inc
CRD #107569
SEC #801-44189
CIK #0001097833
AUM
Employees 25 (60% Investors, 0% Brokers)
Phone508-855-6689
Address440 Lincoln St
Worcester, MA 01653-0002
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
2016128402001200920172025
Sector Form 13F Holdings Value ($M)
Wal Mart Stores Inc 11.8
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XCEL Energy Inc 7.3
Johnson & Johnson 6.6
Public Service Enterprise Group Inc 6.5
FPL Group Inc 5.6
PepsiCo Inc 4.8
Waste Management Inc 4.6
McDonalds Corp 4.5
View All
Holdings by Sector ($M)
70056042028014002011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 2 0.5
(j) Other investment advisers 0 0.0
(k) Insurance companies 40 10.5
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 0.4
(n) Other 0 0.0
Total 48 11.4
By Discretionary
Discretionary 48 11.4
Non-Discretionary 0 0.0
Total 48 11.4
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 11.3
Total 48 11.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001097833]
Firm Profile (Form ADV)
Discretionary AUM$6.5B
ServesInstitutional
LEI549300UFGZJWL1LM0S85
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