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Essential Utilities

576 hedge funds and large institutions have $6.6B invested in Essential Utilities in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $6.21B → $6.6B (+$385M)

6% more funds holding

Funds holding: 544576 (+32)

1.23% more ownership

Funds ownership: 67.02%68.25% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 180

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.83M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
576
Holders Change
+32
Holders Change %
+5.88%
% of All Funds
12.63%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
65
Increased
186
Reduced
180
Closed
31
Calls
$4.84M
Puts
$5.83M
Net Calls
-$995K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B +$8.11M +188,882 +0.8%
BlackRock
2
BlackRock
New York
$913M -$2.29M -53,332 -0.3%
ZP
3
Zimmer Partners
New York
$506M +$3.52M +81,915 +0.7%
State Street
4
State Street
Massachusetts
$427M -$41.2M -960,507 -9%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$274M +$631K +14,687 +0.2%
Norges Bank
6
Norges Bank
Norway
$172M +$140K +3,264 +0.1%
BPSG
7
Brookfield Public Securities Group
New York
$151M +$144M +3,362,825 New
Invesco
8
Invesco
Georgia
$134M +$5.56M +129,525 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$118M -$997K -23,230 -0.9%
Jennison Associates
10
Jennison Associates
New York
$107M -$816K -19,013 -0.8%
Northern Trust
11
Northern Trust
Illinois
$107M +$138K +3,209 +0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$103M +$1.33M +30,893 +1%
Impax Asset Management Group
13
Impax Asset Management Group
United Kingdom
$102M -$6.89M -160,591 -7%
Franklin Resources
14
Franklin Resources
California
$80.1M -$197K -4,600 -0.3%
AAMU
15
Amundi Asset Management US
Massachusetts
$79.1M -$4.72M -109,848 -6%
Morgan Stanley
16
Morgan Stanley
New York
$78.5M +$11.5M +268,510 +18%
Stifel Financial
17
Stifel Financial
Missouri
$66.6M +$1.42M +33,194 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$62M +$9.69M +225,665 +20%
CIA
19
ClearBridge Investments (Australia)
Australia
$56.3M -$9.76M -227,373 -15%
Legal & General Group
20
Legal & General Group
United Kingdom
$56.1M +$965K +22,485 +2%
AllianceBernstein
21
AllianceBernstein
Tennessee
$54.6M -$1.21M -28,121 -2%
Charles Schwab
22
Charles Schwab
California
$54.2M +$530K +12,356 +1%
Bank of America
23
Bank of America
North Carolina
$51.9M +$7.76M +180,675 +19%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$51.4M +$2.64M +61,526 +6%
GF
25
Gabelli Funds
New York
$50.4M +$22.3M +519,900 +86%