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Essential Utilities
WTRG
WTRG
621 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, 242 increasing their positions, 199 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
105% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 42
22% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 199
13% more capital invested
Capital invested by funds: $6.85B → $7.77B (+$921M)
7% more funds holding
Funds holding: 581 → 621 (+40)
0.56% more ownership
Funds ownership: 75.6% → 76.16% (+0.56%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
85% less call options, than puts
Call options by funds: $2.33M | Put options by funds: $15.8M
Holders
621
Holders Change
+40
Holders Change %
+6.88%
% of All Funds
9.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
86
Increased
242
Reduced
199
Closed
42
Calls
$2.33M
Puts
$15.8M
Net Calls
-$13.4M
Net Calls Change
-$4.63M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$181M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$124M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$60.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.4M |
| 5 |
Amundi
Paris,
France
|
+$42.1M |
Top Sellers
| 1 |
ZP
Zimmer Partners
New York
|
-$199M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$32.8M |
| 3 |
Cohen & Steers
New York
|
-$29.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$25.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19.7M |