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Essential Utilities

620 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, 241 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: 75.57%76.12% (+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
620
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
376
$330K
377
$327K
378
$326K
379
$326K
380
$325K
381
$314K
382
$313K
383
$313K
384
$311K
385
$310K
386
$308K
387
$302K
388
$294K
389
$289K
390
$287K
391
$285K
392
$282K
393
$282K
394
$281K
395
$281K
396
$281K
397
$277K
398
$276K
399
$267K
400
$265K