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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
451
$203K
452
$203K
453
$203K
454
$201K
455
$201K
456
$200K
457
$189K
458
$182K
459
$181K
460
$175K
461
$164K
462
$149K
463
$145K
464
$140K
465
$128K
466
$128K
467
$126K
468
$125K
469
$125K
470
$121K
471
$119K
472
$117K
473
$117K
474
$116K
475
$113K