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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 %
SYBT
301
Stock Yards Bank & Trust
Kentucky
$571K 16,637 -2,741 -14%
Cetera Investment Advisers
302
Cetera Investment Advisers
Illinois
$569K 16,585 +1,281 +8%
Mirae Asset Global Investments
303
Mirae Asset Global Investments
South Korea
$568K 16,559 -1,859 -10%
RP
304
Rowlandmiller & Partners
Georgia
$566K 16,500 – –
USAA
305
United Services Automobile Association
Texas
$558K 16,256 +1,375 +9%
FT
306
Fiduciary Trust
Massachusetts
$546K 15,918 -443 -3%
NEI
307
Northwest & Ethical Investments
Ontario, Canada
$539K 15,714 -23,533 -60%
LIM
308
Loudon Investment Management
New Hampshire
$531K 15,463 – –
WTC
309
WhitTier Trust Company
Nevada
$516K 15,037 -1 -0%
CYG
310
Clean Yield Group
Vermont
$512K 14,950 – –
LWMG
311
Levy Wealth Management Group
Pennsylvania
$501K 14,591 +47 +0.3%
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$497K 14,485 -820 -5%
RFA
313
Resurgent Financial Advisors
Georgia
$495K 14,413 – –
IIM
314
INTECH Investment Management
Florida
$487K 14,183 -6,147 -30%
MUAMU
315
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$481K 14,000 – –
GEA
316
Glen Eagle Advisors
New Jersey
$480K 13,970 -1,748 -11%
VPIM
317
Vanguard Personalized Indexing Management
California
$477K 13,884 +1,093 +9%
ST
318
Spinnaker Trust
Maine
$474K 13,815 +861 +7%
Vontobel Holding
319
Vontobel Holding
Switzerland
$470K 13,705 +1,092 +9%
QC
320
Quadrature Capital
United Kingdom
$470K 13,675 +6,061 +80%
FPF
321
First Pacific Financial
Washington
$469K 13,654 -1,837 -12%
GCM
322
Graham Capital Management
Connecticut
$464K 13,519 +6,299 +87%
EM
323
ELCO Management
New York
$463K 13,474 -13,124 -49%
VI
324
Vestcor Inc
New Brunswick, Canada
$459K 13,379 – –
WE
325
Wealth Effects
Massachusetts
$450K 13,104 +851 +7%
11 12
13
14 15