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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.

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 %
FWIA
376
Fort Washington Investment Advisors
Ohio
$346K – – –
AG
377
Algert Global
California
$341K +$341K +8,545 New
CTC
378
Central Trust Company
Missouri
$341K -$3.99K -100 -1%
SPC
379
Sigma Planning Corp
Michigan
$341K -$53K -1,329 -13%
AC
380
Apella Capital
Connecticut
$332K +$332K +8,319 New
ECM
381
EagleClaw Capital Management
Massachusetts
$331K – – –
BHIA
382
Birch Hill Investment Advisors
Massachusetts
$329K – – –
AWS
383
Atria Wealth Solutions
New York
$329K -$4.99K -125 -1%
RT
384
Rockland Trust
Massachusetts
$328K – – –
PF
385
Phoenix Financial
Israel
$326K -$5.04K -128 -2%
JIC
386
Johnson Investment Counsel
Ohio
$314K -$1.88K -47 -0.6%
Twin Tree Management
387
Twin Tree Management
Texas
$309K +$309K +7,754 New
HSA
388
HBK Sorce Advisory
Pennsylvania
$309K -$3.95K -99 -1%
TWP
389
Tower Wealth Partners
Pennsylvania
$309K – – –
AAG
390
Armstrong Advisory Group
Massachusetts
$309K +$256K +6,420 +487%
FAFN
391
First Affirmative Financial Network
Colorado
$308K +$47.9K +1,201 +18%
QC
392
Quadrature Capital
United Kingdom
$304K +$304K +7,614 New
BPC
393
Banque Pictet & Cie
Switzerland
$303K -$269K -6,742 -47%
LSIA
394
LaSalle St. Investment Advisors
Illinois
$302K +$199 +5 +0.1%
PA
395
Profund Advisors
Maryland
$301K -$25.8K -647 -8%
V
396
Veritable
Delaware
$301K – – –
PA
397
Pinnacle Associates
New York
$301K – – –
VF
398
Virtu Financial
New York
$298K +$298K +7,468 New
BPA
399
Beacon Pointe Advisors
California
$297K -$17.9K -449 -6%
SBH
400
Segall Bryant & Hamill
Illinois
$296K +$40 +1 +0%
14 15
16
17 18