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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
351
$352K
352
$350K
353
$347K
354
$343K
355
$343K
356
$341K
357
$340K
358
$340K
359
$337K
360
$335K
361
$334K
362
$333K
363
$333K
364
$330K
365
$324K
366
$323K
367
$323K
368
$322K
369
$319K
370
$316K
371
$312K
372
$312K
373
$306K
374
$301K
375
$296K