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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 %
OQS
301
Occudo Quantitative Strategies
Florida
$677K -$4.84M -121,171 -88%
TRCT
302
Tower Research Capital (TRC)
New York
$673K +$432K +10,835 +179%
IEFM
303
IQ EQ Fund Management
Ireland
$673K +$433K +10,837 +180%
IC
304
IEQ Capital
California
$667K +$667K +16,721 New
RP
305
Rowlandmiller & Partners
Georgia
$659K – – –
FT
306
Fiduciary Trust
Massachusetts
$653K – – –
YIH
307
Y-Intercept (HK)
Hong Kong
$641K +$641K +16,052 New
GEA
308
Glen Eagle Advisors
New Jersey
$627K -$211K -5,277 -25%
BAM
309
Belpointe Asset Management
Nevada
$625K -$26.6K -666 -4%
FPF
310
First Pacific Financial
Washington
$618K +$1.44K +36 +0.2%
LIM
311
Loudon Investment Management
New Hampshire
$617K – – –
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$611K – – –
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$611K -$156K -3,917 -20%
NYLIM
314
New York Life Investment Management
New York
$606K +$606K +15,193 New
WTC
315
WhitTier Trust Company
Nevada
$600K +$1.72K +43 +0.3%
CYG
316
Clean Yield Group
Vermont
$597K – – –
USAA
317
United Services Automobile Association
Texas
$594K +$3.51K +88 +0.6%
LWMG
318
Levy Wealth Management Group
Pennsylvania
$580K +$1.6K +40 +0.3%
RFA
319
Resurgent Financial Advisors
Georgia
$575K – – –
Verition Fund Management
320
Verition Fund Management
Connecticut
$565K +$565K +14,155 New
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$560K -$22.7K -568 -4%
MUAMU
322
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$559K – – –
MCM
323
Manchester Capital Management
Vermont
$551K -$947K -23,719 -63%
VI
324
Vestcor Inc
New Brunswick, Canada
$534K -$22.4K -562 -4%
ST
325
Spinnaker Trust
Maine
$517K – – –
11 12
13
14 15