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Essential Utilities
WTRG

Overview Fund Activity

578 hedge funds and large institutions have $6.85B invested in Essential Utilities in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 206 reducing their positions, and 74 closing their positions.

Holders
578
Holders Change
-44
Holders Change %
-7.07%
% of All Funds
9.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
220
Reduced
206
Closed
74
Calls
$1.18M
Puts
$9.99M
Net Calls
-$8.81M
Net Calls Change
-$12.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$210M
2
ZP
2
Zimmer Partners
New York
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$66.3M
4
Fidelity International
4
Fidelity International
Bermuda
$34.3M
5
BlackRock
5
BlackRock
New York
$1.06B

Top Sellers

1
State Street
1
State Street
Massachusetts
$455M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$2.6M
3
Macquarie Group
3
Macquarie Group
Australia
$35M
4
Aviva
4
Aviva
United Kingdom
$4.66M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$9.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$1.16M 33,772 +33,772 New
GT
227
Glenmede Trust
Pennsylvania
$1.16M 33,767 -1,908 -5%
Federated Hermes
228
Federated Hermes
Pennsylvania
$1.12M 32,769 -1,798 -5%
AWM
229
AE Wealth Management
Kansas
$1.12M 32,528 +1,139 +4%
MWM
230
Modera Wealth Management
New Jersey
$1.12M 32,492 +228 +0.7%
SIAP
231
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.11M 32,474 +17 +0.1%
MSS
232
Mitchell Sinkler & Starr
Pennsylvania
$1.11M 32,344 +10,158 +46%
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.09M 31,631 +500 +2%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$1.08M 31,528 -597 -2%
AC
235
Addison Capital
Pennsylvania
$1.07M 31,226 -3,050 -9%
NYLIM
236
New York Life Investment Management
New York
$1.05M 30,581 +15,388 +101%
HTC
237
Haverford Trust Company
Pennsylvania
$1.03M 29,995 +1,885 +7%
Man Group
238
Man Group
United Kingdom
– – -50,235 Closed
Simplex Trading
239
Simplex Trading
Illinois
$1.01M 29,494 +29,494 New
CT
240
Coastline Trust
Rhode Island
$1.01M 29,395 -4,003 -12%
X
241
Xponance
Pennsylvania
$1.01M 29,347 -292 -1%
VI
242
Versor Investments
New York
$994K 28,967 +8,000 +38%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$991K 28,891 -925 -3%
CB
244
Community Bank
New York
$989K 28,808 -1,938 -6%
JE
245
JMAC Enterprises
Pennsylvania
$969K 28,226 -375 -1%
FBFS
246
First Business Financial Services
Wisconsin
$965K 28,108 +126 +0.5%
GWCM
247
Godshalk Welsh Capital Management
Pennsylvania
$961K 27,986 -2,025 -7%
NAM
248
Nissay Asset Management
Japan
$942K 27,453 +884 +3%
CA
249
Continuum Advisory
Idaho
$940K 27,379 -5,000 -15%
IEFM
250
IQ EQ Fund Management
Ireland
$936K 27,257 +10,405 +62%
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