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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
GT
126
Glenmede Trust
Pennsylvania
$1.62M +$12.7K +497 +0.8%
Barclays
127
Barclays
United Kingdom
$1.6M +$1.23M +48,101 +257%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$1.54M -$26 -1 -0%
ISL
129
Ingalls & Snyder LLC
New York
$1.5M
KCM
130
Kames Capital Management
United Kingdom
$1.47M
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$1.46M +$395K +15,485 +35%
NPIT
132
National Penn Investors Trust
Pennsylvania
$1.45M +$9.59K +376 +0.6%
KAM
133
Keeley Asset Management
Illinois
$1.44M -$450K -17,663 -23%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$1.44M -$201K -7,876 -12%
KeyBank National Association
135
KeyBank National Association
Ohio
$1.41M -$10.7K -421 -0.7%
IA
136
Icon Advisers
Colorado
$1.39M +$529K +20,750 +59%
Credit Agricole
137
Credit Agricole
France
$1.38M +$1.42M +55,775 New
YIA
138
YHB Investment Advisors
Connecticut
$1.37M +$7.88K +309 +0.6%
LMGAM
139
Liberty Mutual Group Asset Management
Massachusetts
$1.36M -$447K -17,532 -24%
FWIA
140
Fort Washington Investment Advisors
Ohio
$1.3M -$19.4K -762 -1%
WSFS
141
Wilmington Savings Fund Society
Delaware
$1.3M -$159K -6,241 -11%
FBT
142
First Bankers Trust
Kentucky
$1.29M -$6.53K -256 -0.5%
WA
143
WFG Advisors
Texas
$1.25M -$60.5K -2,372 -4%
UAS
144
United Asset Strategies
New York
$1.2M +$1.24M +48,650 New
Jane Street
145
Jane Street
New York
$1.19M -$81.5K -3,196 -6%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.19M +$397K +15,554 +48%
1SB
147
1ST Source Bank
Indiana
$1.11M -$27K -1,057 -2%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$1.1M -$119K -4,675 -9%
BF
149
BOK Financial
Oklahoma
$1.05M +$427K +16,742 +65%
RB
150
Rodgers Brothers
Pennsylvania
$981K -$26 -1 -0%