WTRG icon

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 %
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$894K 26,047 -547 -2%
BC
252
Blackhill Capital
New Jersey
$894K 26,041 – –
CP
253
CenterBook Partners
Connecticut
$885K 25,790 -24,958 -49%
AW
254
Apricus Wealth
South Carolina
$879K 26,262 – –
PFA
255
Pathway Financial Advisers
Indiana
$879K 25,597 +25,597 New
AWA
256
Arkadios Wealth Advisors
Georgia
$866K 25,215 -54 -0.2%
ACM
257
AlphaStar Capital Management
North Carolina
$860K 25,038 -2,788 -10%
EGM
258
Engineers Gate Manager
New York
$832K 24,222 -48,264 -67%
CIC
259
Carnegie Investment Counsel
Ohio
$801K 23,342 +2 +0%
KFI
260
Key Financial Inc
Pennsylvania
$800K 23,295 +2 +0%
TFA
261
Toth Financial Advisory
Virginia
$795K 23,143 +330 +1%
GIBU
262
Gulf International Bank (UK)
United Kingdom
$794K 23,151 -1,966 -8%
AAM
263
Advisors Asset Management
Colorado
$785K 22,852 -1,126 -5%
BCIM
264
British Columbia Investment Management
British Columbia, Canada
$784K 22,826 +911 +4%
VCM
265
Virtue Capital Management
Tennessee
$781K 19,432 – –
RIL
266
Rothschild Investment LLC
Illinois
$775K 22,583 -702 -3%
TCM
267
Teza Capital Management
Illinois
$775K 22,572 +22,572 New
WT
268
Whittier Trust
California
$774K 22,544 +10 +0%
SPIA
269
Steward Partners Investment Advisory
New York
$767K 22,328 +1 +0%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$756K 22,033 -781 -3%
Nordea Investment Management
271
Nordea Investment Management
Sweden
$750K 21,916 -2,673 -11%
Natixis Advisors
272
Natixis Advisors
Massachusetts
$744K 21,679 -5,599 -21%
HSBC Holdings
273
HSBC Holdings
United Kingdom
$742K 21,643 -35,199 -62%
SC
274
Sonen Capital
California
$741K 21,589 +3,116 +17%
Daiwa Securities Group
275
Daiwa Securities Group
Japan
$738K 21,506 -1,400 -6%
9 10
11
12 13