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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
RJA
76
Raymond James & Associates
Florida
$8.58M -$1.58M -33,437 -14%
Truist Financial
77
Truist Financial
North Carolina
$8.52M +$8M +169,609 +426%
Victory Capital Management
78
Victory Capital Management
Texas
$8.33M +$4.93M +104,379 +104%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$8.21M
MOACM
80
Mutual of America Capital Management
New York
$8.18M +$308K +6,520 +3%
American Century Companies
81
American Century Companies
Missouri
$8.09M +$5.63M +119,366 +150%
WFG
82
Wills Financial Group
Virginia
$7.76M -$68.7K -1,456 -0.8%
NC
83
NewSquare Capital
Pennsylvania
$7.55M +$8.71M +184,620 +21,075%
TPSF
84
Texas Permanent School Fund
Texas
$7.48M +$1.71M +36,240 +25%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$7.37M +$6.98K +148 +0.1%
MAM
86
Magellan Asset Management
Australia
$7.14M -$202K -4,281 -2%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$6.64M -$931K -19,740 -11%
FNFDCM
88
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.58M -$146K -3,085 -2%
AI
89
Atom Investors
Texas
$6.36M +$1.4M +29,587 +23%
LA
90
Legacy Advisors
Pennsylvania
$6.28M
DekaBank Deutsche Girozentrale
91
DekaBank Deutsche Girozentrale
Germany
$6.19M -$121K -2,555 -2%
Treasurer of the State of North Carolina
92
Treasurer of the State of North Carolina
North Carolina
$5.96M +$1.79M +37,970 +35%
HPC
93
HM Payson & Co
Maine
$5.6M +$4.72K +100 +0.1%
Comerica Bank
94
Comerica Bank
Texas
$5.48M -$3.44K -73 -0.1%
FNBTCON
95
First National Bank & Trust Co of Newtown
Pennsylvania
$5.36M +$15.3K +325 +0.2%
CT
96
Cambridge Trust
Massachusetts
$5.22M +$66.8K +1,416 +1%
BBA
97
BLB&B Advisors
Pennsylvania
$5.19M -$262K -5,558 -4%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$5.15M +$5.97M +126,605 New
BRCM
99
Bright Rock Capital Management
Massachusetts
$5.15M +$236K +5,000 +4%
Citadel Advisors
100
Citadel Advisors
Florida
$5.05M +$4.87M +103,230 +496%