We are live on ! Find out more
WTRG icon

Essential Utilities

578 hedge funds and large institutions have $6.72B invested in Essential Utilities in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 168 increasing their positions, 195 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.05% more ownership

Funds ownership: 70.22%74.27% (+4.1%)

4% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $6.86M

3% less funds holding

Funds holding: 595578 (-17)

5% less capital invested

Capital invested by funds: $7.11B → $6.72B (-$387M)

12% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 103

14% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 195

Holders
578
Holders Change
-17
Holders Change %
-2.86%
% of All Funds
12.74%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
91
Increased
168
Reduced
195
Closed
103
Calls
$7.13M
Puts
$6.86M
Net Calls
+$267K
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$2.26M -$5.48M -116,241 -68%
RIM
152
Redpoint Investment Management
Australia
$2.25M +$215K +4,555 +9%
AC
153
Addison Capital
Pennsylvania
$2.24M +$2.6M +55,016 New
CM
154
CoreCommodity Management
Connecticut
$2.24M +$173K +3,674 +7%
Federated Hermes
155
Federated Hermes
Pennsylvania
$2.24M -$280K -5,937 -10%
Korea Investment Corp
156
Korea Investment Corp
South Korea
$2.19M +$2.54M +53,800 New
PAM
157
Panagora Asset Management
Massachusetts
$2.19M +$2.28M +48,215 +868%
SAM
158
Shell Asset Management
Netherlands
$2.17M -$550K -11,655 -18%
SDIC
159
South Dakota Investment Council
South Dakota
$2.16M -$2.5K -53 -0.1%
GT
160
Glenmede Trust
Pennsylvania
$2.15M
JCM
161
Jacobi Capital Management
Pennsylvania
$2.15M -$82.9K -1,756 -3%
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$2.13M
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$2.09M +$708K +15,000 +41%
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$600K +12,709 +33%
LNB
165
Ledyard National Bank
$2.06M -$59.4K -1,258 -2%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$2.03M +$355K +7,519 +18%
ASRS
167
Arizona State Retirement System
Arizona
$2.02M -$3.43M -72,726 -59%
AB
168
Amalgamated Bank
New York
$1.99M -$47.4K -1,004 -2%
CIC
169
Carnegie Investment Counsel
Ohio
$1.94M +$2.25M +47,596 New
TAM
170
Trillium Asset Management
Massachusetts
$1.91M +$195K +4,138 +10%
TCA
171
Tortoise Capital Advisors
Kansas
$1.88M +$2.18M +46,248 New
OWD
172
Osborn Williams & Donohoe
Ohio
$1.81M -$10.6K -225 -0.5%
SSA
173
Schonfeld Strategic Advisors
New York
$1.77M +$2.05M +43,390 New
Jane Street
174
Jane Street
New York
$1.73M +$1.05M +22,327 +110%
SG Americas Securities
175
SG Americas Securities
New York
$1.72M +$995K +21,084 +100%