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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 %
PAM
401
Paradigm Asset Management
New York
$295K -$810K -20,300 -73%
CCA
402
Conestoga Capital Advisors
Pennsylvania
$293K -$27.9K -700 -9%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$291K +$45.3K +1,134 +18%
KIG
404
Kennedy Investment Group
New Jersey
$289K +$1.88K +47 +0.7%
TMAM
405
Tokio Marine Asset Management
Japan
$289K +$32K +802 +12%
GCM
406
Graham Capital Management
Connecticut
$288K +$288K +7,220 New
RFA
407
RTD Financial Advisors
Pennsylvania
$283K – – –
CWM
408
CCG Wealth Management
California
$281K – – –
NIMI
409
Natixis Investment Managers International
France
$277K -$17.1K -428 -6%
CB
410
Commerce Bank
Missouri
$276K -$20.8K -520 -7%
HNB
411
Huntington National Bank
Ohio
$275K -$34.9K -875 -11%
PWA
412
Providence Wealth Advisors
Illinois
$275K – – –
EWA
413
EP Wealth Advisors
California
$273K +$273K +28,719 New
NAMP
414
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$273K – – –
TPW
415
Tiller Private Wealth
Pennsylvania
$271K – – –
COCM
416
Charter Oak Capital Management
New Hampshire
$268K +$1.72K +43 +0.6%
OC
417
Oppenheimer & Co
New York
$268K -$264K -6,610 -50%
ATC
418
Argent Trust Co
Tennessee
$265K +$3.67K +92 +1%
DP
419
Dearborn Partners
Illinois
$261K +$479 +12 +0.2%
ACM
420
Advisors Capital Management
New Jersey
$258K – – –
DWP
421
Daymark Wealth Partners
Ohio
$256K – – –
OWP
422
Obermeyer Wealth Partners
Colorado
$253K – – –
AIM
423
Anchor Investment Management
South Carolina
$253K +$838 +21 +0.3%
UCFA
424
United Capital Financial Advisors
Texas
$250K -$122K -3,046 -33%
MFG
425
MidWestOne Financial Group
Iowa
$249K – – –
15 16
17
18 19