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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 %
LOIM
301
Liberty One Investment Management
Illinois
$654K 17,505 -711 -4%
KF
302
Krilogy Financial
Missouri
$651K 17,433 +17,433 New
ST
303
Smithfield Trust
Pennsylvania
$645K 17,269 – –
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$634K 16,972 – –
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$610K 16,335 -250 -2%
PE
306
Point72 Europe
United Kingdom
$604K 16,159 +16,159 New
NEI
307
Northwest & Ethical Investments
Ontario, Canada
$587K 15,714 – –
Mirae Asset Global Investments
308
Mirae Asset Global Investments
South Korea
$579K 15,491 -1,068 -6%
LIM
309
Loudon Investment Management
New Hampshire
$578K 15,463 – –
FT
310
Fiduciary Trust
Massachusetts
$573K 15,350 -568 -4%
WTC
311
WhitTier Trust Company
Nevada
$561K 15,035 -2 -0%
EGM
312
Engineers Gate Manager
New York
$554K 14,820 -9,402 -39%
RP
313
Rowlandmiller & Partners
Georgia
$550K 14,730 -1,770 -11%
SAM
314
Shell Asset Management
Netherlands
$545K 14,581 -3,685 -20%
PTC
315
Petrus Trust Company
Texas
$540K 14,446 +14,446 New
RFA
316
Resurgent Financial Advisors
Georgia
$538K 14,413 – –
LWMG
317
Levy Wealth Management Group
Pennsylvania
$530K 14,192 -399 -3%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$521K 13,941 +9,385 +206%
IIM
319
INTECH Investment Management
Florida
$520K 13,923 -260 -2%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$518K 13,868 -617 -4%
BWM
321
Blossom Wealth Management
California
$516K 13,820 +931 +7%
ST
322
Spinnaker Trust
Maine
$516K 13,815 – –
FPF
323
First Pacific Financial
Washington
$514K 13,758 +104 +0.8%
ISL
324
Ingalls & Snyder LLC
New York
$512K 13,713 -5,809 -30%
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$508K 13,606 +6,149 +82%
11 12
13
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