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Essential Utilities
WTRG

Overview Fund Activity

619 hedge funds and large institutions have $7.77B invested in Essential Utilities in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 199 reducing their positions, and 41 closing their positions.

Holders
619
Holders Change
+41
Holders Change %
+7.09%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
86
Increased
240
Reduced
199
Closed
41
Calls
$2.33M
Puts
$15.8M
Net Calls
-$13.4M
Net Calls Change
-$4.63M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$154M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$72.1M
4
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$72.3M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$17.3M
2
Franklin Resources
2
Franklin Resources
California
$52.5M
3
Cohen & Steers
3
Cohen & Steers
New York
$55.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$1.27M 33,960 +29,653 +688%
CP
227
CenterBook Partners
Connecticut
$1.25M 33,494 +7,704 +30%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$1.24M 33,139 -633 -2%
MWM
229
Modera Wealth Management
New Jersey
$1.22M 32,532 +40 +0.1%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$1.21M 32,397 -152,954 -83%
SIAP
231
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.2M 32,252 -222 -0.7%
ECM
232
ExodusPoint Capital Management
New York
$1.18M 31,618 +31,618 New
AC
233
Addison Capital
Pennsylvania
$1.16M 31,051 -175 -0.6%
CCB
234
Cutter & Co Brokerage
Missouri
$1.15M 30,690 -4,651 -13%
GT
235
Glenmede Trust
Pennsylvania
$1.13M 30,302 -3,465 -10%
Federated Hermes
236
Federated Hermes
Pennsylvania
$1.13M 30,265 -2,504 -8%
NYLIM
237
New York Life Investment Management
New York
$1.12M 30,079 -502 -2%
CB
238
Community Bank
New York
$1.12M 30,041 +1,233 +4%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$1.12M 30,030 -1,498 -5%
X
240
Xponance
Pennsylvania
$1.12M 29,957 +610 +2%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$1.08M 28,910 +6,084 +27%
Man Group
242
Man Group
United Kingdom
$1.08M 28,833 +28,833 New
JE
243
JMAC Enterprises
Pennsylvania
$1.07M 28,759 +533 +2%
NAM
244
Nissay Asset Management
Japan
$1.07M 28,638 +1,185 +4%
CT
245
Coastline Trust
Rhode Island
$1.06M 28,323 -1,072 -4%
GWCM
246
Godshalk Welsh Capital Management
Pennsylvania
$1.03M 27,586 -400 -1%
CA
247
Continuum Advisory
Idaho
$1.02M 27,432 +53 +0.2%
Janus Henderson Group
248
Janus Henderson Group
United Kingdom
$1.02M 27,298 +10,178 +59%
SOADOR
249
State of Alaska Department of Revenue
Alaska
$1.01M 27,141 -1,750 -6%
VI
250
Vestcor Inc
New Brunswick, Canada
$991K 26,528 +13,149 +98%
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