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Essential Utilities
WTRG

Overview Fund Activity

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M

Top Buyers

1
Amundi
Amundi
France
$312M
2
Cohen & Steers
Cohen & Steers
New York
$110M
3
Millennium Management
Millennium Management
New York
$43.7M
4
BlackRock
BlackRock
New York
$1.32B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$17.2M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$5.99M
2
Norges Bank
Norges Bank
Norway
$127M
3
Citadel Advisors
Citadel Advisors
Florida
$30.2K
4
State Street
State Street
Massachusetts
$607M
5
Macquarie Group
Macquarie Group
Australia
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
AE Wealth Management
Kansas
$1.33M +$84.8K +1,943 +7%
AIM
227
Arcadia Investment Management
Michigan
$1.29M -$1.42M -32,420 -52%
Mariner
228
Mariner
Kansas
$1.24M +$567 +13 +0%
JE
229
JMAC Enterprises
Pennsylvania
$1.23M +$20.5K +469 +2%
AP
230
Americana Partners
Texas
$1.23M – – –
HTC
231
Haverford Trust Company
Pennsylvania
$1.23M -$23.8K -545 -2%
Public Sector Pension Investment Board (PSP Investments)
232
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.22M +$344K +7,891 +39%
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$1.21M -$262 -6 -0%
PAM
234
Paradigm Asset Management
New York
$1.21M – – –
EM
235
ELCO Management
New York
$1.21M +$150K +3,444 +14%
ACM
236
AlphaStar Capital Management
North Carolina
$1.21M +$207K +4,752 +21%
FBFS
237
First Business Financial Services
Wisconsin
$1.21M +$26.2K +600 +2%
CIC
238
Carnegie Investment Counsel
Ohio
$1.19M -$15.2K -349 -1%
Walleye Capital
239
Walleye Capital
New York
$1.19M -$912K -20,904 -43%
CB
240
Community Bank
New York
$1.17M +$131K +3,004 +13%
NAM
241
Nissay Asset Management
Japan
$1.16M -$57.6K -1,320 -5%
DZ Bank
242
DZ Bank
Germany
$1.15M +$1.15M +26,358 New
AW
243
Apricus Wealth
South Carolina
$1.15M +$1.15M +26,262 New
BC
244
Blackhill Capital
New Jersey
$1.14M – – –
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$1.13M +$2.1K +48 +0.2%
NP
246
Ninepoint Partners
Ontario, Canada
$1.12M +$390K +8,945 +53%
Robeco Institutional Asset Management
247
Robeco Institutional Asset Management
Netherlands
$1.11M -$4.45K -102 -0.4%
AWA
248
Arkadios Wealth Advisors
Georgia
$1.1M +$140K +3,200 +15%
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$1.09M -$6.77K -155 -0.6%
Marshall Wace
250
Marshall Wace
United Kingdom
$1.09M +$1.09M +24,979 New
8 9
10
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