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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 %
Bank of Nova Scotia
326
Bank of Nova Scotia
Ontario, Canada
$516K +$516K +12,916 New
Jane Street
327
Jane Street
New York
$512K +$512K +12,835 New
IMRF
328
Illinois Municipal Retirement Fund
Illinois
$512K – – –
BCM
329
Bayesian Capital Management
New York
$511K -$55.9K -1,400 -10%
VPIM
330
Vanguard Personalized Indexing Management
California
$510K -$2.12K -53 -0.4%
AM
331
AGF Management
Ontario, Canada
$509K +$509K +12,743 New
Vontobel Holding
332
Vontobel Holding
Switzerland
$503K -$1.12M -28,180 -69%
BWM
333
Blossom Wealth Management
California
$503K +$17K +425 +3%
PTC
334
Philadelphia Trust Company
Pennsylvania
$495K – – –
AA
335
ALPS Advisors
Colorado
$490K +$151K +3,789 +45%
MC
336
Moors & Cabot
Massachusetts
$489K -$4.99K -125 -1%
WE
337
Wealth Effects
Massachusetts
$489K -$3.99K -100 -0.8%
BAMF
338
BI Asset Management Fondsmaeglerselskab
Denmark
$488K +$269K +6,752 +123%
BC
339
Brookfield Corp
Ontario, Canada
$485K -$55.7M -1,394,879 -99%
D
340
Diversified
Delaware
$465K +$120 +3 +0%
American Century Companies
341
American Century Companies
Missouri
$465K -$9.14K -229 -2%
ESCM
342
Echo Street Capital Management
New York
$460K -$41.1K -1,029 -8%
Cerity Partners
343
Cerity Partners
New York
$459K +$42K +1,052 +10%
Janus Henderson Group
344
Janus Henderson Group
United Kingdom
$457K -$69.9K -1,751 -13%
WHCI
345
W.H. Cornerstone Investments
Massachusetts
$454K +$2.55K +64 +0.6%
IFWM
346
Institute for Wealth Management
Colorado
$451K – – –
Mackenzie Financial
347
Mackenzie Financial
Ontario, Canada
$448K +$448K +11,102 New
OBGC
348
O'Brien Greene & Co
Pennsylvania
$444K -$4K -100 -0.9%
WF
349
Welch & Forbes
Massachusetts
$432K +$5.31K +133 +1%
TW
350
TrinityPoint Wealth
Connecticut
$430K – – –
12 13
14
15 16