We are live on ! Find out more
WTRG icon

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
WSCM
151
Wellington Shields Capital Management
New York
$964K +$51 +2 +0%
BBA
152
BLB&B Advisors
Pennsylvania
$954K -$153 -6 -0%
PA
153
Profund Advisors
Maryland
$952K +$210K +8,219 +27%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$947K +$7.96K +312 +0.8%
CHAM
155
Clear Harbor Asset Management
Connecticut
$944K +$80.5K +3,156 +9%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$936K
LPL Financial
157
LPL Financial
California
$931K +$81K +3,176 +9%
CAM
158
Chesapeake Asset Management
New York
$927K
TBA
159
Tower Bridge Advisors
Pennsylvania
$922K -$12.8K -501 -1%
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
$889K +$324K +12,697 +55%
TFA
161
Toth Financial Advisory
Virginia
$874K -$14.2K -556 -2%
FMLI
162
Fukoku Mutual Life Insurance
Japan
$866K +$383K +15,000 +75%
NI
163
Numeric Investors
Massachusetts
$866K +$893K +35,000 New
CAM
164
Capstone Asset Management
Texas
$850K +$31.1K +1,218 +4%
Mackenzie Financial
165
Mackenzie Financial
Ontario, Canada
$847K -$22.3K -875 -2%
JG
166
Jefferies Group
New York
$844K +$352K +13,802 +68%
US Bancorp
167
US Bancorp
Minnesota
$841K -$51 -2 -0%
ACI
168
AMP Capital Investors
Australia
$822K -$19.1K -750 -2%
AL
169
Airain Ltd
Guernsey
$779K +$804K +31,511 New
GH
170
GAM Holding
Switzerland
$773K +$797K +31,250 New
URS
171
Utah Retirement Systems
Utah
$772K -$6.38K -250 -0.8%
ST
172
Smithfield Trust
Pennsylvania
$772K -$26 -1 -0%
SAM
173
Shamrock Asset Management
Texas
$762K -$102K -4,007 -12%
ICM
174
IMS Capital Management
Oregon
$760K +$46K +1,804 +6%
DP
175
Dearborn Partners
Illinois
$747K +$279K +10,926 +57%