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Essential Utilities

576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $6.21B → $6.6B (+$385M)

6% more funds holding

Funds holding: 544576 (+32)

1.23% more ownership

Funds ownership: 67.02%68.25% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 180

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.83M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.63%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$50.3M +$1.54M +35,906 +3%
DPIM
27
Duff & Phelps Investment Management
Illinois
$41.9M +$339K +7,895 +0.9%
NI
28
Nuance Investments
Missouri
$41.1M -$9.98M -232,459 -20%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$41.1M -$1.42M -33,076 -3%
DZ Bank
30
DZ Bank
Germany
$38M +$36.5M +851,070 New
Millennium Management
31
Millennium Management
New York
$37.5M -$5.61M -130,582 -14%
KBC Group
32
KBC Group
Belgium
$36.2M +$251K +5,842 +0.7%
PCA
33
Personal Capital Advisors
California
$35.9M +$671K +15,620 +2%
Allianz Asset Management
34
Allianz Asset Management
Germany
$32.9M -$6.58M -153,205 -17%
FAM
35
Fenimore Asset Management
New York
$29.4M -$228K -5,304 -0.8%
Goldman Sachs
36
Goldman Sachs
New York
$26M -$442K -10,303 -2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$25.9M +$3.84M +89,400 +18%
Ameriprise
38
Ameriprise
Minnesota
$25.1M -$2.56M -59,674 -10%
AIM
39
Artemis Investment Management
United Kingdom
$24.9M +$5.79M +134,837 +31%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$23.9M -$207K -4,812 -0.9%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$23.9M -$16.8M -391,735 -42%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$22.4M +$905K +21,070 +4%
UBS AM
43
UBS AM
Illinois
$22.3M +$5.07M +118,099 +31%
N
44
Nuveen
North Carolina
$21.5M -$1.73M -40,233 -8%
Fidelity International
45
Fidelity International
Bermuda
$20.9M +$13.6M +316,546 +211%
JP Morgan Chase
46
JP Morgan Chase
New York
$20.6M +$13.1M +306,304 +200%
Wells Fargo
47
Wells Fargo
California
$20.3M +$1.01M +23,634 +5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$19.8M +$5.06M +117,778 +36%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$19.7M -$641K -14,940 -3%
AIG
50
American International Group
New York
$18.6M -$325K -7,572 -2%