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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 %
MGP
351
Metis Global Partners
California
$429K +$52.5K +1,315 +14%
FBT
352
First Bankers Trust
Kentucky
$425K – – –
SHA
353
Seneca House Advisors
Virginia
$420K – – –
Bank Julius Baer & Co
354
Bank Julius Baer & Co
Switzerland
$419K -$7.86K -197 -2%
FMWA
355
Forvis Mazars Wealth Advisors
Missouri
$417K -$14.5K -364 -3%
SOAMC
356
Spirit of America Management Corp
New York
$409K +$339K +8,500 +486%
FWCM
357
Ferguson Wellman Capital Management
Oregon
$407K – – –
Assenagon Asset Management
358
Assenagon Asset Management
Luxembourg
$406K -$533K -13,354 -57%
CL
359
Choreo LLC
Illinois
$403K – – –
RJT
360
Raymond James Trust
Florida
$401K -$85.3K -2,136 -18%
PA
361
Procyon Advisors
Connecticut
$399K -$40 -1 -0%
PFS
362
Prospera Financial Services
Texas
$397K +$397K +9,953 New
HWM
363
HB Wealth Management
Georgia
$394K -$15.1K -378 -4%
FEM
364
Fulcrum Equity Management
Texas
$394K +$150K +3,764 +62%
TF
365
TIAA FSB
Florida
$392K -$38.8K -972 -9%
KeyBank National Association
366
KeyBank National Association
Ohio
$389K +$6.43K +161 +2%
QT
367
Quantamental Technologies
New York
$380K +$106K +2,647 +38%
CIMLRA
368
CBRE Investment Management Listed Real Assets
Pennsylvania
$378K +$378K +9,480 New
GVAG
369
Great Valley Advisor Group
Delaware
$375K -$3.55K -89 -0.9%
SWM
370
SeaCrest Wealth Management
New York
$365K +$40 +1 +0%
MW
371
Marcum Wealth
Ohio
$362K +$120 +3 +0%
BCV
372
Banque Cantonale Vaudoise
Switzerland
$362K – – –
FIA
373
Foundations Investment Advisors
Arizona
$356K -$5.23K -131 -1%
JPMPWA
374
J.P. Morgan Private Wealth Advisors
California
$353K -$326K -8,176 -48%
O
375
Ossiam
France
$350K +$170K +4,258 +94%
13 14
15
16 17