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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 %
KeyBank National Association
351
KeyBank National Association
Ohio
$400K 10,713 +964 +10%
Bank Julius Baer & Co
352
Bank Julius Baer & Co
Switzerland
$400K 10,700 -131 -1%
WF
353
Welch & Forbes
Massachusetts
$399K 10,687 -133 -1%
FBT
354
First Bankers Trust
Kentucky
$398K 10,656 – –
FMWA
355
Forvis Mazars Wealth Advisors
Missouri
$398K 10,653 +90 +0.9%
QCM
356
QRG Capital Management
Illinois
$396K 10,609 +629 +6%
WHCI
357
W.H. Cornerstone Investments
Massachusetts
$386K 10,347 +977 +10%
FWCM
358
Ferguson Wellman Capital Management
Oregon
$381K 10,205 – –
LIM
359
Longfellow Investment Management
Massachusetts
$381K 10,190 +3,203 +46%
PA
360
Procyon Advisors
Connecticut
$374K 10,024 +20 +0.2%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$372K 9,964 +6,108 +158%
CL
362
Choreo LLC
Illinois
$366K 9,791 -626 -6%
HWM
363
HB Wealth Management
Georgia
$364K 9,758 +552 +6%
WE
364
Wealth Effects
Massachusetts
$361K 9,655 -3,449 -26%
S
365
SignatureFD
Georgia
$360K 9,640 +2,673 +38%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$357K 9,556 +9,556 New
SWM
367
SeaCrest Wealth Management
New York
$357K 9,461 -259 -3%
O
368
Ossiam
France
$352K 9,412 – –
QCG
369
Quadrant Capital Group
Ohio
$351K 9,402 +4,476 +91%
Assenagon Asset Management
370
Assenagon Asset Management
Luxembourg
$347K 9,301 -228,726 -96%
MW
371
Marcum Wealth
Ohio
$339K 9,089 -7 -0.1%
PF
372
Phoenix Financial
Israel
$339K 9,017 -313 -3%
VCM
373
Virtue Capital Management
Tennessee
$339K 9,023 -10,409 -54%
ECM
374
EagleClaw Capital Management
Massachusetts
$338K 9,052 +750 +9%
GVAG
375
Great Valley Advisor Group
Delaware
$330K 8,840 -598 -6%
13 14
15
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