We are live on ! Find out more
WTRG icon

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
UBS Group
51
UBS Group
Switzerland
$14M -$4.46M -94,620 -22%
CS
52
Credit Suisse
Switzerland
$13.4M -$2.25M -47,623 -13%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$13.2M -$10.7M -227,345 -41%
RA
54
Royce & Associates
New York
$12.9M -$3.28M -69,530 -18%
First Manhattan
55
First Manhattan
New York
$12.6M -$63.2K -1,340 -0.4%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M +$276K +5,857 +2%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$12.1M -$1.04K -22 -0%
ProShare Advisors
58
ProShare Advisors
Maryland
$11.7M -$3.29M -69,651 -20%
M
59
Mirova
France
$11.7M
Ensign Peak Advisors
60
Ensign Peak Advisors
Utah
$11.6M +$625K +13,249 +5%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$11.5M +$211K +4,464 +2%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$11.4M
RT
63
Rockland Trust
Massachusetts
$11.2M -$65.2K -1,382 -0.5%
Axa
64
Axa
France
$11M +$8.79M +186,200 +223%
ACI
65
AMP Capital Investors
Australia
$10.8M -$947K -20,072 -7%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$10.8M -$4.72K -100 -0%
AQR Capital Management
67
AQR Capital Management
Connecticut
$10.7M +$1.62M +34,271 +15%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$10.4M +$238K +5,050 +2%
CIMLRA
69
CBRE Investment Management Listed Real Assets
Pennsylvania
$10.4M +$2.81M +59,653 +30%
Prudential Financial
70
Prudential Financial
New Jersey
$10.3M +$4.7M +99,662 +65%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$9.66M +$944K +20,009 +9%
AG
72
Aperio Group
California
$9.23M +$58.5K +1,240 +0.5%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$9.15M -$10.2M -215,291 -49%
JP Morgan Chase
74
JP Morgan Chase
New York
$9.09M -$3.99M -84,474 -27%
FAF
75
Fjarde Ap-fonden
Sweden
$8.7M +$132K +2,800 +1%