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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
State Street
1
State Street
Massachusetts
$281M +$39.1M +1,534,119 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M +$8.24M +323,255 +3%
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$117M -$9.42M -369,214 -7%
BFA
4
BlackRock Fund Advisors
California
$115M +$5.41M +212,242 +5%
BIT
5
BlackRock Institutional Trust
California
$114M -$1.6M -62,757 -1%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$62.1M -$19.2M -751,138 -23%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$61.6M -$205K -8,053 -0.3%
Invesco
8
Invesco
Georgia
$47.4M +$4.38M +171,846 +10%
Northern Trust
9
Northern Trust
Illinois
$47.3M +$1.59M +62,515 +3%
SO
10
STRS Ohio
Ohio
$44.1M +$7.78M +305,000 +21%
Norges Bank
11
Norges Bank
Norway
$36.7M -$51 -2 -0%
Deutsche Bank
12
Deutsche Bank
Germany
$31.3M +$5.23M +205,114 +19%
O
13
OppenheimerFunds
New York
$28.9M -$12K -469 -0%
RS
14
Robeco Schweiz
Switzerland
$27M +$6.56M +257,354 +30%
RA
15
Royce & Associates
New York
$25.3M -$26 -1 -0%
JHIU
16
Janus Henderson Investors US
Colorado
$23.9M +$19.3M +755,974 +359%
Jennison Associates
17
Jennison Associates
New York
$23M +$537K +21,047 +2%
FAM
18
Fenimore Asset Management
New York
$22.4M -$47.4K -1,858 -0.2%
FAMT
19
Fenimore Asset Management Trust
New York
$22.4M +$23.1M +904,808 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$19.2M +$922K +36,162 +5%
TCIM
21
TIAA CREF Investment Management
New York
$18.2M -$1.11M -43,411 -6%
GF
22
Gabelli Funds
New York
$17.7M -$191K -7,501 -1%
Morgan Stanley
23
Morgan Stanley
New York
$16.5M -$2.43M -95,227 -12%
BIM
24
BlackRock Investment Management
Delaware
$15.9M +$531K +20,831 +3%
Wells Fargo
25
Wells Fargo
California
$15.9M +$1.54M +60,353 +10%