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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 %
BC
351
Brookfield Corp
Ontario, Canada
$352K 10,250 -1,900 -16%
FWCM
352
Ferguson Wellman Capital Management
Oregon
$350K 10,205 – –
PFS
353
Prospera Financial Services
Texas
$347K 10,114 +161 +2%
PA
354
Procyon Advisors
Connecticut
$343K 10,004 – –
QCM
355
QRG Capital Management
Illinois
$343K 9,980 +9,980 New
CCA
356
Conestoga Capital Advisors
Pennsylvania
$341K 9,937 +2,600 +35%
FEM
357
Fulcrum Equity Management
Texas
$340K 9,909 +39 +0.4%
AG
358
Algert Global
California
$340K 9,918 +1,373 +16%
PFO
359
Pathstone Family Office
New Jersey
$337K 9,825 +4,552 +86%
KeyBank National Association
360
KeyBank National Association
Ohio
$335K 9,749 – –
SWM
361
SeaCrest Wealth Management
New York
$334K 9,720 +581 +6%
BAMF
362
BI Asset Management Fondsmaeglerselskab
Denmark
$333K 9,693 -2,547 -21%
PL
363
Perpetual Ltd
Australia
$333K 9,688 +9,688 New
ACM
364
Advisors Capital Management
New Jersey
$330K 9,618 +3,141 +48%
GVAG
365
Great Valley Advisor Group
Delaware
$324K 9,438 +28 +0.3%
O
366
Ossiam
France
$323K 9,412 +638 +7%
CCFCSB
367
Cape Cod Five Cents Savings Bank
Massachusetts
$323K 9,412 +9,412 New
WHCI
368
W.H. Cornerstone Investments
Massachusetts
$322K 9,370 -2,014 -18%
PF
369
Phoenix Financial
Israel
$319K 9,330 +1,055 +13%
HWM
370
HB Wealth Management
Georgia
$316K 9,206 -664 -7%
MW
371
Marcum Wealth
Ohio
$312K 9,096 +17 +0.2%
FIA
372
Foundations Investment Advisors
Arizona
$312K 9,087 +164 +2%
Cerity Partners
373
Cerity Partners
New York
$306K 8,914 -2,597 -23%
SPC
374
Sigma Planning Corp
Michigan
$301K 8,777 +246 +3%
RJT
375
Raymond James Trust
Florida
$296K 8,635 -1,411 -14%
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15
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