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Essential Utilities

634 hedge funds and large institutions have $8.5B invested in Essential Utilities in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 221 increasing their positions, 190 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $1.54M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

16% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 190

6% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 62

0.3% less ownership

Funds ownership: 71.53%71.23% (-0.3%)

1% less funds holding

Funds holding: 642634 (-8)

7% less capital invested

Capital invested by funds: $9.18B → $8.5B (-$684M)

Holders
634
Holders Change
-8
Holders Change %
-1.25%
% of All Funds
10.68%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
66
Increased
221
Reduced
190
Closed
62
Calls
$3.44M
Puts
$1.54M
Net Calls
+$1.91M
Net Calls Change
-$755K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
51
Public Employees Retirement Association of Colorado
Colorado
$20.4M
AllianceBernstein
52
AllianceBernstein
Tennessee
$19.9M -$1.29M -27,780 -6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$19.2M -$996K -21,448 -5%
Prudential Financial
54
Prudential Financial
New Jersey
$18.7M +$17.9M +386,073 +1,691%
AIG
55
American International Group
New York
$17.4M -$428K -9,210 -2%
Wells Fargo
56
Wells Fargo
California
$16.8M -$497K -10,697 -3%
Victory Capital Management
57
Victory Capital Management
Texas
$16M -$300K -6,451 -2%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16M +$319K +6,859 +2%
Ameriprise
59
Ameriprise
Minnesota
$16M -$449K -9,659 -3%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$15.9M +$70.8K +1,524 +0.4%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$15.8M -$500K -10,759 -3%
Aviva
62
Aviva
United Kingdom
$15.1M +$9.91M +213,446 +185%
EVM
63
Eaton Vance Management
Massachusetts
$14.6M -$1.11M -23,907 -7%
NI
64
Nuance Investments
Missouri
$14.5M -$5.95M -128,139 -29%
APG Asset Management
65
APG Asset Management
Netherlands
$14.2M -$3.96M -85,325 -21%
CS
66
Credit Suisse
Switzerland
$13.8M +$378K +8,146 +3%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$13.6M -$208K -4,485 -1%
UBS Group
68
UBS Group
Switzerland
$13.5M -$2.2M -47,400 -14%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$13.5M +$23.2K +500 +0.2%
GI
70
Gradient Investments
Minnesota
$13.3M +$437K +9,398 +3%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$13.1M -$358K -7,700 -3%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$12.8M +$34.3K +739 +0.3%
First Manhattan
73
First Manhattan
New York
$11.7M -$251K -5,404 -2%
RJA
74
Raymond James & Associates
Florida
$11.7M -$207K -4,464 -2%
BBL
75
Beck Bode LLC
Massachusetts
$11.5M +$11.7M +251,209 New