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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
RA
51
Royce & Associates
New York
$18.6M
Swiss National Bank
52
Swiss National Bank
Switzerland
$18.2M +$601K +14,000 +4%
UBS Group
53
UBS Group
Switzerland
$18M -$1.1M -25,616 -6%
ProShare Advisors
54
ProShare Advisors
Maryland
$16.6M +$458K +10,658 +3%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$15.4M +$39.9K +930 +0.3%
PPA
56
Parametric Portfolio Associates
Washington
$15.3M +$263K +6,121 +2%
Deutsche Bank
57
Deutsche Bank
Germany
$15.1M -$419K -9,763 -3%
First Manhattan
58
First Manhattan
New York
$15M -$604K -14,069 -4%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$14.5M +$10.6M +246,698 +325%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.3M -$1.29M -30,091 -9%
M
61
Mirova
France
$14M
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$13.5M -$542K -12,624 -4%
CS
63
Credit Suisse
Switzerland
$12.9M +$4.13M +96,220 +50%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$12.6M -$4.51K -105 -0%
RT
65
Rockland Trust
Massachusetts
$12.5M -$40.4K -942 -0.3%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$12.4M -$487K -11,342 -4%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$11.9M
CGM
68
Centenus Global Management
New York
$11.4M +$1.29M +30,000 +13%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$11.4M -$214K -4,988 -2%
AQR Capital Management
70
AQR Capital Management
Connecticut
$11M -$2.22M -51,799 -17%
Citadel Advisors
71
Citadel Advisors
Florida
$11M +$2.12M +49,404 +25%
RJA
72
Raymond James & Associates
Florida
$10.8M -$40.1K -933 -0.4%
ACI
73
AMP Capital Investors
Australia
$10.3M -$562K -13,101 -5%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$10.2M +$713K +16,608 +8%
LM
75
Luminus Management
Texas
$10.2M -$21M -488,598 -68%