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Essential Utilities

619 hedge funds and large institutions have $7.77B invested in Essential Utilities in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 199 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.56% more ownership

Funds ownership: 75.53%76.09% (+0.56%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

85% less call options, than puts

Call options by funds: $2.33M | Put options by funds: $15.8M

Holders
619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.33M
Puts
$15.8M
Net Calls
Net Calls Change

Top Buyers

1 +$194M
2 +$132M
3 +$65.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.7M
5
Amundi
Amundi
France
+$45.4M

Top Sellers

1 -$213M
2 -$35.1M
3 -$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$986K
252
$981K
253
$973K
254
$951K
255
$947K
256
$944K
257
$941K
258
$939K
259
$932K
260
$930K
261
$912K
262
$885K
263
$883K
264
$876K
265
$876K
266
$872K
267
$847K
268
$846K
269
$842K
270
$823K
271
$819K
272
$806K
273
$806K
274
$806K
275
$803K