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Essential Utilities
WTRG

Overview Fund Activity

622 hedge funds and large institutions have $7.63B invested in Essential Utilities in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 190 increasing their positions, 220 reducing their positions, and 78 closing their positions.

Holders
622
Holders Change
-23
Holders Change %
-3.57%
% of All Funds
9.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
59
Increased
190
Reduced
220
Closed
78
Calls
$8M
Puts
$4.53M
Net Calls
+$3.47M
Net Calls Change
-$4.52M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$86.7M
2
Amundi
2
Amundi
France
$326M
3
APG Asset Management
3
APG Asset Management
Netherlands
$32.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$26.2M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$485K
2
Cohen & Steers
2
Cohen & Steers
New York
$62.6M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$200M
4
Millennium Management
4
Millennium Management
New York
$24.7M
5
GI
5
Gradient Investments
Minnesota
$108K
Name Market Value Shares Shares
Change 		Shares
Change %
SIAP
226
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.3M 32,457 -7,987 -20%
CA
227
Continuum Advisory
Idaho
$1.29M 32,379 – –
MWM
228
Modera Wealth Management
New Jersey
$1.29M 32,264 +199 +0.6%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$1.28M 32,125 +939 +3%
AWM
230
AE Wealth Management
Kansas
$1.25M 31,389 +885 +3%
JF
231
Jump Financial
Illinois
$1.25M 31,339 +31,339 New
Mariner
232
Mariner
Kansas
$1.25M 31,256 +2,919 +10%
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.24M 31,131 +3,100 +11%
CB
234
Community Bank
New York
$1.23M 30,746 +3,975 +15%
SSA
235
Schonfeld Strategic Advisors
New York
$1.21M 30,351 -98,207 -76%
GWCM
236
Godshalk Welsh Capital Management
Pennsylvania
$1.2M 30,011 -700 -2%
GCM
237
Greenland Capital Management
New York
$1.19M 29,830 -49,038 -62%
SOADOR
238
State of Alaska Department of Revenue
Alaska
$1.19M 29,816 -3,067 -9%
X
239
Xponance
Pennsylvania
$1.18M 29,639 -2,013 -6%
Robeco Institutional Asset Management
240
Robeco Institutional Asset Management
Netherlands
$1.18M 29,520 +4,080 +16%
JE
241
JMAC Enterprises
Pennsylvania
$1.14M 28,601 +316 +1%
HTC
242
Haverford Trust Company
Pennsylvania
$1.12M 28,110 -14 -0%
FBFS
243
First Business Financial Services
Wisconsin
$1.12M 27,982 +370 +1%
ACM
244
AlphaStar Capital Management
North Carolina
$1.11M 27,826 +196 +0.7%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$1.09M 27,278 +5,897 +28%
IFU
246
iSAM Funds (UK)
United Kingdom
$1.08M 26,965 +26,965 New
AW
247
Apricus Wealth
South Carolina
$1.07M 26,262 – –
EM
248
ELCO Management
New York
$1.06M 26,598 -1,035 -4%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$1.06M 26,594 +763 +3%
NAM
250
Nissay Asset Management
Japan
$1.06M 26,569 -57 -0.2%
8 9
10
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