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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
WFG
101
Wills Financial Group
Virginia
$7.12M +$17.8K +383 +0.2%
Barclays
102
Barclays
United Kingdom
$7.08M +$1.79M +38,615 +33%
MIM
103
MetLife Investment Management
New Jersey
$6.87M +$46.4K +999 +0.7%
MSV
104
MN Services Vermogensbeheer
Netherlands
$6.51M -$1.01M -21,800 -13%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$6.34M +$678K +14,593 +12%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$6.23M -$1.37M -29,538 -18%
PAG
107
Private Advisor Group
New Jersey
$6.21M -$203K -4,362 -3%
HPC
108
HM Payson & Co
Maine
$6.2M
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$6.08M
YCM
110
Yousif Capital Management
Michigan
$5.89M +$266K +5,725 +5%
FNBTCON
111
First National Bank & Trust Co of Newtown
Pennsylvania
$5.88M
FAF
112
Första AP-fonden
Sweden
$5.58M +$5.1M +109,800 +915%
FTC
113
Farmers Trust Company
Ohio
$5.47M +$116K +2,497 +2%
BS
114
Boenning & Scattergood
Pennsylvania
$5.38M +$90.3K +1,945 +2%
Citigroup
115
Citigroup
New York
$5.29M -$336K -7,227 -6%
FNC
116
First National Corp
Massachusetts
$5.1M -$725K -15,612 -12%
Comerica Bank
117
Comerica Bank
Texas
$5.01M -$69.5K -1,496 -1%
AIP
118
Ameritas Investment Partners
Nebraska
$4.99M +$42K +904 +0.8%
Vontobel Holding
119
Vontobel Holding
Switzerland
$4.9M +$557K +11,997 +13%
Brown Advisory
120
Brown Advisory
Maryland
$4.89M +$29K +625 +0.6%
Asset Management One
121
Asset Management One
Japan
$4.84M -$81.4K -1,752 -2%
SLA
122
Silver Lake Advisory
Utah
$4.74M +$57.7K +1,242 +1%
AF
123
Advisornet Financial
Minnesota
$4.59M +$372 +8 +0%
NC
124
NewSquare Capital
Pennsylvania
$4.57M
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$4.49M +$456K +9,811 +11%