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Essential Utilities

578 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.05% more ownership

Funds ownership: 70.22%74.27% (+4.1%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.86M

3% less funds holding

Funds holding: 595578 (-17)

5% less capital invested

Capital invested by funds: $7.11B → $6.72B (-$387M)

12% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 103

14% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 195

Holders
578
Holders Change
-17
Holders Change %
-2.86%
% of All Funds
12.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
91
Increased
168
Reduced
195
Closed
103
Calls
$7.13M
Puts
$6.86M
Net Calls
+$267K
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
576
Valley National Advisers
Pennsylvania
$1K +$944 +20 New
BPSG
577
Brookfield Public Securities Group
New York
-$172M -3,665,425 Closed
Principal Financial Group
578
Principal Financial Group
Iowa
-$53.3M -1,136,026 Closed
DZ Bank
579
DZ Bank
Germany
-$32.6M -695,519 Closed
AIM
580
Artemis Investment Management
United Kingdom
-$20.4M -444,683 Closed
BNP Paribas Financial Markets
581
BNP Paribas Financial Markets
France
-$14.8M -315,952 Closed
Barclays
582
Barclays
United Kingdom
-$13.4M -285,335 Closed
Canada Life
583
Canada Life
Manitoba, Canada
-$10.5M -226,427 Closed
RS
584
Robeco Schweiz
Switzerland
-$10.1M -215,440 Closed
BBL
585
Beck Bode LLC
Massachusetts
-$9M -191,820 Closed
CGM
586
Centenus Global Management
New York
-$7.04M -150,000 Closed
SCM
587
Symons Capital Management
Pennsylvania
-$5.1M -108,624 Closed
FNC
588
First National Corp
Massachusetts
-$3.87M -82,499 Closed
Pacer Advisors
589
Pacer Advisors
Pennsylvania
-$3.44M -73,327 Closed
GIP
590
Granite Investment Partners
California
-$3.15M -66,997 Closed
SFI
591
Susquehanna Fundamental Investments
Pennsylvania
-$2.95M -62,883 Closed
SGI
592
Summit Global Investments
Utah
-$2.37M -50,557 Closed
XK
593
Xact Kapitalforvaltning
Sweden
-$2.27M -48,467 Closed
TA
594
TFG Advisers
Michigan
-$2.15M -45,879 Closed
Aviva
595
Aviva
United Kingdom
-$2.02M -43,000 Closed
Holocene Advisors
596
Holocene Advisors
New York
-$1.87M -39,825 Closed
CS
597
Candriam SCA
Luxembourg
-$1.82M -38,759 Closed
Toronto Dominion Bank
598
Toronto Dominion Bank
Ontario, Canada
-$1.75M -37,207 Closed
WAM
599
Wolverine Asset Management
Illinois
-$1.52M -32,395 Closed
LSA
600
L & S Advisors
California
-$1.51M -32,162 Closed