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Essential Utilities

634 hedge funds and large institutions have $8.5B invested in Essential Utilities in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 221 increasing their positions, 190 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $1.54M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

16% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 190

6% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 62

0.3% less ownership

Funds ownership: 71.53%71.23% (-0.3%)

1% less funds holding

Funds holding: 642634 (-8)

7% less capital invested

Capital invested by funds: $9.18B → $8.5B (-$684M)

Holders
634
Holders Change
-8
Holders Change %
-1.25%
% of All Funds
10.68%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
66
Increased
221
Reduced
190
Closed
62
Calls
$3.44M
Puts
$1.54M
Net Calls
+$1.91M
Net Calls Change
-$755K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.24B +$15.5M +333,547 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.18B +$46.8M +1,007,614 +4%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$993M
State Street
4
State Street
Massachusetts
$603M -$3.39M -73,000 -0.6%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$265M -$4.97M -106,921 -2%
Amundi
6
Amundi
France
$224M +$32.2M +692,260 +17%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$215M -$15.7M -338,777 -7%
Norges Bank
8
Norges Bank
Norway
$212M +$18M +387,952 +9%
Invesco
9
Invesco
Georgia
$171M +$5.88M +126,567 +4%
Northern Trust
10
Northern Trust
Illinois
$150M +$6.59M +141,929 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$139M -$1.07M -22,975 -0.8%
Legal & General Group
12
Legal & General Group
United Kingdom
$124M +$3.42M +73,693 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$119M +$5.81M +125,110 +5%
Millennium Management
14
Millennium Management
New York
$112M +$45.2M +972,618 +66%
Franklin Resources
15
Franklin Resources
California
$103M +$30.3M +652,202 +41%
Morgan Stanley
16
Morgan Stanley
New York
$77.9M +$37M +797,552 +89%
Charles Schwab
17
Charles Schwab
California
$69.5M +$2.71M +58,252 +4%
AAMU
18
AEGON Asset Management (UK)
United Kingdom
$67.5M +$33.2M +714,060 +94%
Goldman Sachs
19
Goldman Sachs
New York
$64.3M +$13.6M +291,869 +26%
TIA
20
Tandem Investment Advisors
South Carolina
$62.8M +$11.1M +239,450 +21%
DPIM
21
Duff & Phelps Investment Management
Illinois
$62M +$4.74M +102,050 +8%
UBS AM
22
UBS AM
Illinois
$60.8M -$2.2M -47,453 -3%
Macquarie Group
23
Macquarie Group
Australia
$57.2M +$29M +623,676 +62%
Principal Financial Group
24
Principal Financial Group
Iowa
$57.1M -$1.51M -32,558 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$55.3M -$2.51M -54,016 -4%