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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
AG
76
Aperio Group
California
$9.73M +$313K +7,290 +3%
RFA
77
Reilly Financial Advisors
California
$9.19M +$357K +8,318 +4%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$8.94M +$4.7M +109,500 +122%
Canada Life
79
Canada Life
Manitoba, Canada
$8.78M -$571K -13,291 -6%
MOACM
80
Mutual of America Capital Management
New York
$8.64M +$127K +2,962 +2%
WFG
81
Wills Financial Group
Virginia
$8.63M -$9.79K -228 -0.1%
RS
82
Robeco Schweiz
Switzerland
$8.17M +$188K +4,389 +2%
ECM
83
ExodusPoint Capital Management
New York
$8.11M +$7.77M +180,915 New
Prudential Financial
84
Prudential Financial
New Jersey
$8M +$1.29M +30,023 +20%
MAM
85
Magellan Asset Management
Australia
$7.94M +$201K +4,688 +3%
DekaBank Deutsche Girozentrale
86
DekaBank Deutsche Girozentrale
Germany
$7.52M +$4.3M +100,195 +148%
FNFDCM
87
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.39M +$85.9K +2,000 +1%
Massachusetts Financial Services
88
Massachusetts Financial Services
Massachusetts
$7.05M +$15.4K +358 +0.2%
CIMLRA
89
CBRE Investment Management Listed Real Assets
Pennsylvania
$6.99M +$869K +20,250 +15%
JG
90
Jefferies Group
New York
$6.94M +$6.65M +154,800 New
LA
91
Legacy Advisors
Pennsylvania
$6.91M
TPSF
92
Texas Permanent School Fund
Texas
$6.58M +$19.3K +450 +0.3%
AI
93
Atom Investors
Texas
$6.3M -$630K -14,686 -9%
Point72 Asset Management
94
Point72 Asset Management
Connecticut
$6.25M -$564K -13,144 -9%
BC
95
Blackstart Capital
New York
$6.24M +$5.98M +139,193 New
CCB
96
Cutter & Co Brokerage
Missouri
$6.23M -$522K -12,167 -8%
HPC
97
HM Payson & Co
Maine
$6.18M -$5.15K -120 -0.1%
BBA
98
BLB&B Advisors
Pennsylvania
$6.08M -$21.7K -506 -0.4%
ASRS
99
Arizona State Retirement System
Arizona
$6.03M -$949K -22,099 -14%
MHI
100
Miller Howard Investments
New York
$5.97M -$494K -11,514 -8%