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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 %
CTC
376
Central Trust Company
Missouri
$293K 8,539 – –
FAFN
377
First Affirmative Financial Network
Colorado
$291K 8,472 +756 +10%
AWS
378
Atria Wealth Solutions
New York
$289K 8,413 +177 +2%
AC
379
Apella Capital
Connecticut
$287K 8,358 +39 +0.5%
ECM
380
EagleClaw Capital Management
Massachusetts
$285K 8,302 – –
HSA
381
HBK Sorce Advisory
Pennsylvania
$284K 8,285 +541 +7%
BHIA
382
Birch Hill Investment Advisors
Massachusetts
$283K 8,253 – –
MMM
383
Mendel Money Management
Illinois
$283K 8,230 +2,500 +44%
RT
384
Rockland Trust
Massachusetts
$282K 8,225 – –
JIC
385
Johnson Investment Counsel
Ohio
$270K 7,865 +6 +0.1%
TMAM
386
Tokio Marine Asset Management
Japan
$269K 7,847 +610 +8%
AAG
387
Armstrong Advisory Group
Massachusetts
$266K 7,739 – –
LSIA
388
LaSalle St. Investment Advisors
Illinois
$260K 7,589 +5 +0.1%
PA
389
Pinnacle Associates
New York
$259K 7,537 – –
CC
390
Cipher Capital
New York
$257K 7,478 -51,625 -87%
Bank of Nova Scotia
391
Bank of Nova Scotia
Ontario, Canada
$256K 7,457 -5,459 -42%
KIG
392
Kennedy Investment Group
New Jersey
$255K 7,431 +184 +3%
PAM
393
Paradigm Asset Management
New York
$254K 7,400 – –
CG
394
Caprock Group
Idaho
$254K 7,386 +1,859 +34%
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$253K 7,367 +70 +1%
ATC
396
Argent Trust Co
Tennessee
$245K 7,142 +500 +8%
BPA
397
Beacon Pointe Advisors
California
$245K 7,125 -311 -4%
BCV
398
Banque Cantonale Vaudoise
Switzerland
$244K 7,097 -1,991 -22%
RFA
399
RTD Financial Advisors
Pennsylvania
$244K 7,103 – –
LIM
400
Longfellow Investment Management
Massachusetts
$240K 6,987 +6,987 New
14 15
16
17 18