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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 %
EMPI
276
Elo Mutual Pension Insurance
Finland
$722K 21,021 +483 +2%
SAM
277
Securian Asset Management
Minnesota
$708K 20,611 -821 -4%
BWP
278
Bernardo Wealth Planning
Pennsylvania
$707K 20,594 -301 -1%
Pacer Advisors
279
Pacer Advisors
Pennsylvania
$699K 20,371 -21,829 -52%
PVI
280
Pine Valley Investments
New Jersey
$698K 20,337 -105 -0.5%
CGH
281
Crossmark Global Holdings
Texas
$686K 20,124 – –
PBK
282
Peoples Bank (Kansas)
Kansas
$682K 19,866 +19,866 New
ISL
283
Ingalls & Snyder LLC
New York
$670K 19,522 -1,300 -6%
Truist Financial
284
Truist Financial
North Carolina
$668K 19,463 +810 +4%
Teacher Retirement System of Texas
285
Teacher Retirement System of Texas
Texas
$668K 19,454 +470 +2%
Walleye Capital
286
Walleye Capital
New York
$666K 19,390 -945 -5%
WANY
287
Wealthspire Advisors (New York)
New York
$662K 19,286 -300 -2%
US Bancorp
288
US Bancorp
Minnesota
$652K 19,006 -1,265 -6%
PIM
289
Penobscot Investment Management
Massachusetts
$651K 18,975 -170 -0.9%
DADC
290
D.A. Davidson & Co
Montana
$647K 18,836 -1,166 -6%
SAM
291
Shell Asset Management
Netherlands
$627K 18,266 -23 -0.1%
LOIM
292
Liberty One Investment Management
Illinois
$625K 18,216 +15 +0.1%
TD Asset Management
293
TD Asset Management
Ontario, Canada
$620K 18,071 -1,000 -5%
GAM
294
Gotham Asset Management
New York
$613K 17,849 -101,091 -85%
ST
295
Smithfield Trust
Pennsylvania
$592K 17,269 – –
PWA
296
Provenance Wealth Advisors
Florida
$591K 17,225 +17,225 New
Janus Henderson Group
297
Janus Henderson Group
United Kingdom
$588K 17,120 +5,677 +50%
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$583K 16,972 -163 -1%
BAM
299
Belpointe Asset Management
Nevada
$579K 16,857 +1,194 +8%
IC
300
IEQ Capital
California
$576K 16,768 +47 +0.3%
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