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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 %
CYG
326
Clean Yield Group
Vermont
$505K 13,520 -1,430 -10%
CCM
327
Cullen Capital Management
New York
$501K 13,411 +3,093 +30%
GEA
328
Glen Eagle Advisors
New Jersey
$500K 13,381 -589 -4%
SYBT
329
Stock Yards Bank & Trust
Kentucky
$494K 13,222 -3,415 -21%
SOAMC
330
Spirit of America Management Corp
New York
$493K 13,200 +400 +3%
CCA
331
Conestoga Capital Advisors
Pennsylvania
$489K 13,087 +3,150 +32%
Rockefeller Capital Management
332
Rockefeller Capital Management
New York
$479K 12,826 +447 +4%
IMRF
333
Illinois Municipal Retirement Fund
Illinois
$479K 12,828 – –
RJT
334
Raymond James Trust
Florida
$479K 12,817 +4,182 +48%
Vontobel Holding
335
Vontobel Holding
Switzerland
$471K 12,613 -1,092 -8%
EM
336
ELCO Management
New York
$470K 12,594 -880 -7%
AM
337
AGF Management
Ontario, Canada
$448K 11,994 -860 -7%
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$442K 11,845 +4,478 +61%
IC
339
IEQ Capital
California
$439K 11,743 -5,025 -30%
CC
340
Cipher Capital
New York
$437K 11,687 +4,209 +56%
D
341
Diversified
Delaware
$435K 11,660 +4 +0%
UCFA
342
United Capital Financial Advisors
Texas
$434K 11,625 +11,625 New
Teacher Retirement System of Texas
343
Teacher Retirement System of Texas
Texas
$431K 11,540 -7,914 -41%
MGP
344
Metis Global Partners
California
$427K 11,422 -608 -5%
OBGC
345
O'Brien Greene & Co
Pennsylvania
$415K 11,114 – –
SHFA
346
SS&H Financial Advisors
Michigan
$414K 11,074 – –
PTC
347
Philadelphia Trust Company
Pennsylvania
$405K 10,832 -1,563 -13%
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$405K 10,832 -2,258 -17%
IFWM
349
Institute for Wealth Management
Colorado
$404K 10,830 -345 -3%
TW
350
TrinityPoint Wealth
Connecticut
$402K 10,772 +1 +0%
12 13
14
15 16