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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 %
FBFS
251
First Business Financial Services
Wisconsin
$986K 26,386 -1,722 -6%
AW
252
Apricus Wealth
South Carolina
$981K 26,262 – –
BC
253
Blackhill Capital
New Jersey
$973K 26,041 – –
PFA
254
Pathway Financial Advisers
Indiana
$951K 25,462 -135 -0.5%
Neuberger Berman Group
255
Neuberger Berman Group
New York
$947K 25,368 +3,335 +15%
PWA
256
Providence Wealth Advisors
Illinois
$944K 12,609 +5,774 +84%
AWA
257
Arkadios Wealth Advisors
Georgia
$941K 25,203 -12 -0%
HTC
258
Haverford Trust Company
Pennsylvania
$939K 25,145 -4,850 -16%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$932K 24,956 +3,277 +15%
AAM
260
Advisors Asset Management
Colorado
$930K 24,902 +2,050 +9%
AWM
261
Axxcess Wealth Management
California
$912K 24,414 +24,414 New
Daiwa Securities Group
262
Daiwa Securities Group
Japan
$885K 23,699 +2,193 +10%
Public Sector Pension Investment Board (PSP Investments)
263
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$883K 23,643 -7,988 -25%
TD Asset Management
264
TD Asset Management
Ontario, Canada
$876K 23,466 +5,395 +30%
KFI
265
Key Financial Inc
Pennsylvania
$876K 23,451 +156 +0.7%
CIC
266
Carnegie Investment Counsel
Ohio
$872K 23,344 +2 +0%
VI
267
Versor Investments
New York
$847K 22,667 -6,300 -22%
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$846K 22,643 +22,643 New
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$842K 22,547 -3,500 -13%
AWS
270
Atria Wealth Solutions
New York
$823K 22,043 +13,630 +162%
EMPI
271
Elo Mutual Pension Insurance
Finland
$819K 21,938 +917 +4%
SC
272
Sonen Capital
California
$806K 21,589 – –
TFA
273
Toth Financial Advisory
Virginia
$806K 21,588 -1,555 -7%
SPIA
274
Steward Partners Investment Advisory
New York
$806K 21,567 -761 -3%
BBPWM
275
Blue Bell Private Wealth Management
Pennsylvania
$803K 21,502 +18,076 +528%
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11
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