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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 %
RIL
276
Rothschild Investment LLC
Illinois
$802K 21,483 -1,100 -5%
SAM
277
Securian Asset Management
Minnesota
$792K 21,208 +597 +3%
APC
278
Aspire Private Capital
North Carolina
$791K 21,176 +21,176 New
US Bancorp
279
US Bancorp
Minnesota
$789K 21,113 +2,107 +11%
Schroder Investment Management Group
280
Schroder Investment Management Group
United Kingdom
$788K 21,095 +21,095 New
GIBU
281
Gulf International Bank (UK)
United Kingdom
$779K 20,877 -2,274 -10%
BWP
282
Bernardo Wealth Planning
Pennsylvania
$779K 20,849 +255 +1%
PVI
283
Pine Valley Investments
New Jersey
$761K 20,383 +46 +0.2%
JWCA
284
J.W. Cole Advisors
Florida
$757K 20,262 +9,941 +96%
KCM
285
Kathmere Capital Management
Pennsylvania
$756K 20,247 +20,247 New
SG Americas Securities
286
SG Americas Securities
New York
$742K 19,856 -125,803 -86%
PBK
287
Peoples Bank (Kansas)
Kansas
$738K 19,774 -92 -0.5%
Nordea Investment Management
288
Nordea Investment Management
Sweden
$727K 19,403 -2,513 -11%
WANY
289
Wealthspire Advisors (New York)
New York
$720K 19,286 – –
CGH
290
Crossmark Global Holdings
Texas
$713K 19,083 -1,041 -5%
XT
291
XTX Topco
Cayman Islands
$713K 19,086 +12,864 +207%
PIM
292
Penobscot Investment Management
Massachusetts
$709K 18,975 – –
MC
293
Moors & Cabot
Massachusetts
$705K 18,877 +6,246 +49%
Truist Financial
294
Truist Financial
North Carolina
$705K 18,864 -599 -3%
DADC
295
D.A. Davidson & Co
Montana
$688K 18,415 -421 -2%
Cerity Partners
296
Cerity Partners
New York
$687K 18,397 +9,483 +106%
PWA
297
Provenance Wealth Advisors
Florida
$667K 17,855 +630 +4%
USAA
298
United Services Automobile Association
Texas
$658K 17,629 +1,373 +8%
PS
299
Principal Securities
Iowa
$655K 17,543 +17,543 New
BAM
300
Belpointe Asset Management
Nevada
$654K 17,521 +664 +4%
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