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Essential Utilities

619 hedge funds and large institutions have $7.77B invested in Essential Utilities in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 199 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.56% more ownership

Funds ownership: 75.53%76.09% (+0.56%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

85% less call options, than puts

Call options by funds: $2.33M | Put options by funds: $15.8M

Holders
619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.33M
Puts
$15.8M
Net Calls
Net Calls Change

Top Buyers

1 +$194M
2 +$132M
3 +$65.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.7M
5
Amundi
Amundi
France
+$45.4M

Top Sellers

1 -$213M
2 -$35.1M
3 -$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$4.15M
127
$4.15M
128
$4.09M
129
$4.02M
130
$3.94M
131
$3.91M
132
$3.91M
133
$3.87M
134
$3.79M
135
$3.71M
136
$3.68M
137
$3.64M
138
$3.59M
139
$3.58M
140
$3.52M
141
$3.5M
142
$3.48M
143
$3.48M
144
$3.46M
145
$3.45M
146
$3.43M
147
$3.39M
148
$3.12M
149
$3.07M
150
$3.02M