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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 %
S
401
SignatureFD
Georgia
$239K 6,967 +4,405 +172%
NAMP
402
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$235K 6,835 – –
TPW
403
Tiller Private Wealth
Pennsylvania
$233K 6,778 – –
COCM
404
Charter Oak Capital Management
New Hampshire
$232K 6,770 +52 +0.8%
EWA
405
EP Wealth Advisors
California
$231K 6,735 -21,984 -77%
OC
406
Oppenheimer & Co
New York
$231K 6,718 – –
DP
407
Dearborn Partners
Illinois
$225K 6,565 +15 +0.2%
PA
408
Profund Advisors
Maryland
$225K 6,555 -990 -13%
PWA
409
Providence Wealth Advisors
Illinois
$225K 6,835 – –
NIMI
410
Natixis Investment Managers International
France
$224K 6,522 -423 -6%
GWM
411
Gitterman Wealth Management
New Jersey
$221K 6,441 +6,441 New
NFG
412
Nations Financial Group
Iowa
$220K 6,409 +937 +17%
GW
413
GW & Wade
Massachusetts
$220K 6,400 +6,400 New
HNB
414
Huntington National Bank
Ohio
$220K 6,398 -501 -7%
AIM
415
Anchor Investment Management
South Carolina
$219K 6,367 +25 +0.4%
OWP
416
Obermeyer Wealth Partners
Colorado
$218K 6,350 – –
FB
417
Fulton Bank
Pennsylvania
$216K 6,286 +6,286 New
GP
418
Girard Partners
Pennsylvania
$216K 6,284 +55 +0.9%
MFG
419
MidWestOne Financial Group
Iowa
$215K 6,250 – –
FC
420
Fulcrum Capital
Washington
$215K 6,250 – –
PWLP
421
Prio Wealth Limited Partnership
Massachusetts
$214K 6,232 – –
XT
422
XTX Topco
Cayman Islands
$214K 6,222 +54 +0.9%
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$213K 6,193 +388 +7%
TWP
424
Tower Wealth Partners
Pennsylvania
$212K 6,171 -1,569 -20%
FWIA
425
Fort Washington Investment Advisors
Ohio
$210K 6,119 -2,550 -29%
15 16
17
18 19