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Essential Utilities

578 hedge funds and large institutions have $6.85B invested in Essential Utilities in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 206 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $7.63B → $6.85B (-$779M)

45% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 74

88% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $9.99M

Holders
578
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.18M
Puts
$9.99M
Net Calls
Net Calls Change

Top Buyers

1 +$140M
2 +$44.3M
3 +$34.3M
4
BlackRock
BlackRock
New York
+$30.5M
5
Cohen & Steers
Cohen & Steers
New York
+$26.5M

Top Sellers

1 -$33.9M
2 -$19.9M
3 -$19.1M
4
Aviva
Aviva
United Kingdom
-$12.8M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$9.16M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$5.44M
102
$5.43M
103
$5.4M
104
$5.36M
105
$5.36M
106
$5.31M
107
$5.23M
108
$5M
109
$4.97M
110
$4.93M
111
$4.85M
112
$4.79M
113
$4.66M
114
$4.63M
115
$4.49M
116
$4.43M
117
$4.27M
118
$4.26M
119
$4.24M
120
$4.2M
121
$4.16M
122
$4.1M
123
$4M
124
$3.94M
125
$3.93M