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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 %
TIAA Trust, National Association
326
TIAA Trust, National Association
North Carolina
$449K 13,090 +13,090 New
BWM
327
Blossom Wealth Management
California
$442K 12,889 +295 +2%
AM
328
AGF Management
Ontario, Canada
$441K 12,854 +111 +0.9%
IMRF
329
Illinois Municipal Retirement Fund
Illinois
$440K 12,828 – –
SOAMC
330
Spirit of America Management Corp
New York
$439K 12,800 +2,550 +25%
MC
331
Moors & Cabot
Massachusetts
$434K 12,631 +368 +3%
PTC
332
Philadelphia Trust Company
Pennsylvania
$426K 12,395 – –
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$425K 12,379 -1,663 -12%
American Century Companies
334
American Century Companies
Missouri
$415K 12,078 +430 +4%
MGP
335
Metis Global Partners
California
$413K 12,030 +1,283 +12%
D
336
Diversified
Delaware
$400K 11,656 +5 +0%
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$397K 12,161 -5,020 -29%
IFWM
338
Institute for Wealth Management
Colorado
$384K 11,175 -115 -1%
OBGC
339
O'Brien Greene & Co
Pennsylvania
$382K 11,114 – –
SHFA
340
SS&H Financial Advisors
Michigan
$380K 11,074 +11,074 New
Bank Julius Baer & Co
341
Bank Julius Baer & Co
Switzerland
$372K 10,831 +328 +3%
WF
342
Welch & Forbes
Massachusetts
$371K 10,820 – –
TW
343
TrinityPoint Wealth
Connecticut
$370K 10,771 +1 +0%
FBT
344
First Bankers Trust
Kentucky
$366K 10,656 – –
FMWA
345
Forvis Mazars Wealth Advisors
Missouri
$363K 10,563 +126 +1%
Arrowstreet Capital
346
Arrowstreet Capital
Massachusetts
$362K 10,537 -33,807 -76%
CL
347
Choreo LLC
Illinois
$358K 10,417 +311 +3%
GA
348
GSG Advisors
New Jersey
$356K 10,379 +10,379 New
JWCA
349
J.W. Cole Advisors
Florida
$354K 10,321 -11,802 -53%
CCM
350
Cullen Capital Management
New York
$354K 10,318 +5,054 +96%
12 13
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