WTRG icon

Essential Utilities

579 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, 207 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 (-$781M)

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
579
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
426
$210K
427
$208K
428
$208K
429
$204K
430
$204K
431
$202K
432
$197K
433
$184K
434
$177K
435
$174K
436
$169K
437
$167K
438
$166K
439
$160K
440
$156K
441
$148K
442
$132K
443
$127K
444
$124K
445
$118K
446
$117K
447
$115K
448
$113K
449
$113K
450
$108K