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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
MIM
101
MetLife Investment Management
New Jersey
$5.04M
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$4.91M +$532K +11,274 +10%
Osaic Holdings
103
Osaic Holdings
Arizona
$4.8M +$8.68M +183,887 New
Asset Management One
104
Asset Management One
Japan
$4.79M +$223K +4,729 +4%
APG Asset Management
105
APG Asset Management
Netherlands
$4.7M -$8.55M -181,293 -61%
Massachusetts Financial Services
106
Massachusetts Financial Services
Massachusetts
$4.69M +$46.7K +990 +0.9%
MSA
107
Mason Street Advisors
Wisconsin
$4.67M
MHI
108
Miller Howard Investments
New York
$4.63M -$869K -18,418 -14%
CI
109
Cambiar Investors
Colorado
$4.54M +$14.1K +299 +0.3%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$4.41M +$2.51M +53,127 +96%
AAF
111
Andra AP-fonden
Sweden
$4.36M +$2.16M +45,800 +75%
CCB
112
Cutter & Co Brokerage
Missouri
$4.35M -$726K -15,396 -13%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$4.12M +$114K +2,421 +2%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$4.11M -$401K -8,497 -8%
Brown Advisory
115
Brown Advisory
Maryland
$4.09M -$8.68K -184 -0.2%
M&T Bank
116
M&T Bank
New York
$4.09M -$29.3K -620 -0.6%
BS
117
Boenning & Scattergood
Pennsylvania
$4M +$1.13M +23,979 +32%
FTC
118
Farmers Trust Company
Ohio
$3.78M +$55.2K +1,170 +1%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$3.75M -$82.8K -1,754 -2%
PCM
120
Penn Capital Management
Pennsylvania
$3.72M +$548K +11,616 +15%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.69M +$497K +10,532 +13%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$3.64M -$1.77M -37,497 -30%
SBL
123
Sargent Bickham Lagudis
Colorado
$3.63M +$108K +2,281 +3%
FTIOP
124
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.61M +$270K +5,715 +7%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$3.4M +$3.94M +83,413 New