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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 %
RFA
401
RTD Financial Advisors
Pennsylvania
$265K 7,103 – –
SPS
402
Susquehanna Portfolio Strategies
Pennsylvania
$265K 7,100 +7,100 New
CWM
403
Congress Wealth Management
Massachusetts
$262K 7,024 +7,024 New
MC
404
Machina Capital
France
$262K 7,017 +7,017 New
CWM
405
CIBC World Markets
New York
$261K 7,000 +7,000 New
LA
406
LVW Advisors
New York
$261K 7,000 +7,000 New
BPA
407
Beacon Pointe Advisors
California
$257K 6,877 -248 -3%
GWM
408
Gitterman Wealth Management
New Jersey
$256K 6,864 +423 +7%
NAMP
409
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$255K 6,835 – –
COCM
410
Charter Oak Capital Management
New Hampshire
$255K 6,823 +53 +0.8%
ACM
411
Advisors Capital Management
New Jersey
$254K 6,790 -2,828 -29%
AG
412
Algert Global
California
$253K 6,768 -3,150 -32%
CAM
413
Cresset Asset Management
Illinois
$252K 6,760 +6,760 New
HIS
414
Horizon Investment Services
Indiana
$248K 6,635 +6,635 New
NIMI
415
Natixis Investment Managers International
France
$244K 6,522 – –
OC
416
Oppenheimer & Co
New York
$239K 6,408 -310 -5%
AIM
417
Anchor Investment Management
South Carolina
$239K 6,393 +26 +0.4%
NFG
418
Nations Financial Group
Iowa
$236K 6,309 -100 -2%
GT
419
Greenleaf Trust
Michigan
$235K 6,293 +6,293 New
MFG
420
MidWestOne Financial Group
Iowa
$233K 6,250 – –
FC
421
Fulcrum Capital
Washington
$233K 6,250 – –
TWP
422
Tower Wealth Partners
Pennsylvania
$232K 6,215 +44 +0.7%
AC
423
AXQ Capital
New Jersey
$231K 6,176 +6,176 New
SFA
424
Sequoia Financial Advisors
Ohio
$231K 6,175 +6,175 New
PWLP
425
Prio Wealth Limited Partnership
Massachusetts
$231K 6,174 -58 -0.9%
15 16
17
18 19