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Essential Utilities

323 hedge funds and large institutions have $2.16B invested in Essential Utilities in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 133 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

42% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.29M

4% more funds holding

Funds holding: 311323 (+12)

3% more capital invested

Capital invested by funds: $2.1B → $2.16B (+$62.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9.92% less ownership

Funds ownership: 59.59%49.67% (-9.9%)

11% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 133

Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
10.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
38
Increased
118
Reduced
133
Closed
24
Calls
$3.25M
Puts
$2.29M
Net Calls
+$962K
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Russell Frank Company
Washington
$14.7M +$5.86M +229,839 +63%
Baillie Gifford & Co
27
Baillie Gifford & Co
United Kingdom
$14.5M +$15M +587,500 New
Goldman Sachs
28
Goldman Sachs
New York
$13.8M +$9.04M +354,390 +175%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$12.4M -$214K -8,376 -2%
GC
30
Guggenheim Capital
Illinois
$12.3M -$6.77M -265,536 -35%
WAM
31
Water Asset Management
New York
$11.5M +$11.9M +465,624 New
BG
32
BlackRock Group
United Kingdom
$11.4M -$8.26K -324 -0.1%
Principal Financial Group
33
Principal Financial Group
Iowa
$11.3M +$150K +5,864 +1%
First Trust Advisors
34
First Trust Advisors
Illinois
$10.7M -$6.13M -240,366 -36%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$10.6M +$96.3K +3,775 +0.9%
PFC
36
Phocas Financial Corp
California
$10.3M -$75.8K -2,971 -0.7%
Ameriprise
37
Ameriprise
Minnesota
$10.2M +$734K +28,784 +8%
AIG
38
American International Group
New York
$9.78M +$53K +2,078 +0.5%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$9.7M +$693K +27,192 +7%
Legal & General Group
40
Legal & General Group
United Kingdom
$9.61M +$1.86M +72,753 +23%
U
41
UBS
Switzerland
$9.41M -$2.19M -85,842 -18%
Bank of America
42
Bank of America
North Carolina
$9.26M +$1.02M +40,042 +12%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$9.13M -$11.2M -439,938 -54%
IAMU
44
Impax Asset Management (UK)
United Kingdom
$9.05M -$5.17M -202,825 -36%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$8.89M +$495K +19,423 +6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$8.63M -$550K -21,574 -6%
First Manhattan
47
First Manhattan
New York
$8.49M +$55.6K +2,180 +0.6%
QI
48
Qualcomm Inc
California
$8.27M
N
49
Nuveen
North Carolina
$8.17M +$6.77M +265,665 +411%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.82M +$250K +9,788 +3%