WTRG icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BWP
276
Bernardo Wealth Planning
Pennsylvania
$834K – – –
ISL
277
Ingalls & Snyder LLC
New York
$831K -$12K -300 -1%
EMPI
278
Elo Mutual Pension Insurance
Finland
$820K +$22K +551 +3%
PVI
279
Pine Valley Investments
New Jersey
$816K +$816K +20,442 New
Walleye Capital
280
Walleye Capital
New York
$812K -$279K -6,979 -26%
IIM
281
INTECH Investment Management
Florida
$811K +$224K +5,624 +38%
US Bancorp
282
US Bancorp
Minnesota
$809K -$78.2K -1,959 -9%
DADC
283
D.A. Davidson & Co
Montana
$798K -$17.6K -441 -2%
WANY
284
Wealthspire Advisors (New York)
New York
$782K – – –
VCM
285
Virtue Capital Management
Tennessee
$781K -$146K -3,637 -16%
SYBT
286
Stock Yards Bank & Trust
Kentucky
$773K -$217K -5,426 -22%
PIM
287
Penobscot Investment Management
Massachusetts
$764K – – –
TD Asset Management
288
TD Asset Management
Ontario, Canada
$761K -$2.55K -64 -0.3%
Teacher Retirement System of Texas
289
Teacher Retirement System of Texas
Texas
$758K -$349K -8,730 -32%
Truist Financial
290
Truist Financial
North Carolina
$744K +$1.84K +46 +0.2%
SC
291
Sonen Capital
California
$737K +$28.4K +712 +4%
Mirae Asset Global Investments
292
Mirae Asset Global Investments
South Korea
$735K -$29.1K -728 -4%
AP
293
Americana Partners
Texas
$730K -$397K -9,950 -35%
SAM
294
Shell Asset Management
Netherlands
$730K -$29.7K -745 -4%
LOIM
295
Liberty One Investment Management
Illinois
$726K -$28.2K -707 -4%
Marshall Wace
296
Marshall Wace
United Kingdom
$708K -$289K -7,245 -29%
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$692K +$27.3K +679 +4%
ST
298
Smithfield Trust
Pennsylvania
$689K – – –
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$684K – – –
ACM
300
Aquatic Capital Management
Illinois
$678K +$156K +3,900 +30%
10 11
12
13 14