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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$974M +$29.1M +615,741 +3%
BlackRock
2
BlackRock
New York
$897M -$37.6M -796,152 -3%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$882M +$1.02B +21,661,095 New
State Street
4
State Street
Massachusetts
$438M -$23.4M -495,180 -4%
ZP
5
Zimmer Partners
New York
$349M -$67.7M -1,433,832 -14%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$263M +$3.38M +71,712 +1%
Norges Bank
7
Norges Bank
Norway
$163M +$5.9M +125,023 +3%
Invesco
8
Invesco
Georgia
$126M -$15.3M -323,855 -9%
Stifel Financial
9
Stifel Financial
Missouri
$121M +$14.2M +301,867 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$106M -$2.64M -55,973 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$101M +$2.69M +56,909 +2%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$100M -$7.07M -149,794 -6%
Northern Trust
13
Northern Trust
Illinois
$99M -$8.4M -178,125 -7%
Jennison Associates
14
Jennison Associates
New York
$92.1M -$5.49M -116,301 -5%
Legal & General Group
15
Legal & General Group
United Kingdom
$83.8M +$6.27M +132,784 +7%
Franklin Resources
16
Franklin Resources
California
$71.2M +$82.6M +1,750,000 New
Morgan Stanley
17
Morgan Stanley
New York
$67.2M -$6.37M -135,102 -8%
First Trust Advisors
18
First Trust Advisors
Illinois
$61.9M -$804K -17,050 -1%
Charles Schwab
19
Charles Schwab
California
$51M +$1.35M +28,697 +2%
NI
20
Nuance Investments
Missouri
$50.6M +$15.6M +330,963 +36%
AAMU
21
Amundi Asset Management US
Massachusetts
$48.4M -$7.8M -165,221 -8%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$47.6M +$20.3M +430,167 +58%
CIA
23
ClearBridge Investments (Australia)
Australia
$47.2M -$6.51M -137,915 -11%
DPIM
24
Duff & Phelps Investment Management
Illinois
$40.1M -$416K -8,820 -0.9%
Fidelity International
25
Fidelity International
Bermuda
$38M +$7.56M +160,132 +21%