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Essential Utilities

323 hedge funds and large institutions have $2.16B invested in Essential Utilities in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 133 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

42% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.29M

4% more funds holding

Funds holding: 311323 (+12)

3% more capital invested

Capital invested by funds: $2.1B → $2.16B (+$62.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9.92% less ownership

Funds ownership: 59.59%49.67% (-9.9%)

11% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 133

Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
10.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
38
Increased
118
Reduced
133
Closed
24
Calls
$3.25M
Puts
$2.29M
Net Calls
+$962K
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
101
Amundi Asset Management US
Massachusetts
$2.87M -$96.3K -3,776 -3%
ARC
102
Absolute Return Capital
Massachusetts
$2.79M +$2.88M +113,028 New
Federated Hermes
103
Federated Hermes
Pennsylvania
$2.78M -$352K -13,810 -11%
Brown Advisory
104
Brown Advisory
Maryland
$2.75M -$102 -4 -0%
BRCM
105
Bright Rock Capital Management
Massachusetts
$2.75M +$281K +11,000 +11%
MOACM
106
Mutual of America Capital Management
New York
$2.65M +$26.2K +1,026 +1%
AL
107
Agran Libbie
California
$2.58M -$638 -25 -0%
WCM
108
Winton Capital Management
United Kingdom
$2.52M +$497K +19,483 +24%
CYG
109
Clean Yield Group
Vermont
$2.5M -$78.8K -3,090 -3%
MSS
110
Mitchell Sinkler & Starr
Pennsylvania
$2.47M -$1.09M -42,920 -30%
UBS AM
111
UBS AM
Illinois
$2.41M +$131K +5,123 +6%
IC
112
Inverness Counsel
New York
$2.29M -$153 -6 -0%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$2.24M +$4.39K +172 +0.2%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$2.23M +$1.18M +46,092 +105%
MSA
115
Mason Street Advisors
Wisconsin
$2.19M +$407K +15,977 +22%
Canada Life
116
Canada Life
Manitoba, Canada
$2.11M +$132K +5,196 +6%
WCBA
117
Weaver C. Barksdale & Associates
Tennessee
$2.1M +$102 +4 +0%
SOMRS
118
State of Michigan Retirement System
Michigan
$2.03M +$33.1K +1,300 +2%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$1.97M -$159K -6,250 -7%
AG
120
Aperio Group
California
$1.91M +$78.8K +3,089 +4%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$1.81M -$94.2K -3,696 -5%
BMCMI
122
Bryn Mawr Capital Management Inc
Pennsylvania
$1.8M +$1.85M +72,659 New
IRF
123
IBM Retirement Fund
New York
$1.8M -$229K -8,999 -11%
ARTA
124
A.R.T. Advisors
New York
$1.71M +$240K +9,429 +16%
FTIOP
125
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.7M -$9.41K -369 -0.5%