WTRG icon

Essential Utilities

620 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, 241 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: 75.57%76.12% (+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
620
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
201
$1.82M
202
$1.82M
203
$1.81M
204
$1.76M
205
$1.76M
206
$1.75M
207
$1.69M
208
$1.68M
209
$1.67M
210
$1.66M
211
$1.65M
212
$1.61M
213
$1.57M
214
$1.51M
215
$1.51M
216
$1.49M
217
$1.49M
218
$1.46M
219
$1.42M
220
$1.34M
221
$1.33M
222
$1.33M
223
$1.31M
224
$1.3M
225
$1.3M