WTRG icon

Essential Utilities

578 hedge funds and large institutions have $6.85B invested in Essential Utilities in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 206 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $7.63B → $6.85B (-$779M)

45% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 74

88% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $9.99M

Holders
578
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.18M
Puts
$9.99M
Net Calls
Net Calls Change

Top Buyers

1 +$140M
2 +$44.3M
3 +$34.3M
4
BlackRock
BlackRock
New York
+$30.5M
5
Cohen & Steers
Cohen & Steers
New York
+$26.5M

Top Sellers

1 -$33.9M
2 -$19.9M
3 -$19.1M
4
Aviva
Aviva
United Kingdom
-$12.8M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$9.16M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$722K
277
$708K
278
$707K
279
$699K
280
$698K
281
$686K
282
$682K
283
$670K
284
$668K
285
$668K
286
$666K
287
$662K
288
$652K
289
$651K
290
$647K
291
$627K
292
$625K
293
$620K
294
$613K
295
$592K
296
$591K
297
$588K
298
$583K
299
$579K
300
$576K