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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 Market Value Shares Shares
Change 		Shares
Change %
FC
426
Fulcrum Capital
Washington
$249K 6,250 – –
PWLP
427
Prio Wealth Limited Partnership
Massachusetts
$249K 6,232 – –
GP
428
Girard Partners
Pennsylvania
$249K 6,229 -1,922 -24%
XT
429
XTX Topco
Cayman Islands
$246K 6,168 +6,168 New
BAM
430
Blueshift Asset Management
New Jersey
$244K 6,106 +6,106 New
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$241K 6,048 -1,894 -24%
SG
432
StoneX Group
New York
$241K 6,033 -53 -0.9%
CC
433
Corton Capital
Ontario, Canada
$241K 6,028 +6,028 New
KC
434
Kingfisher Capital
North Carolina
$240K 6,017 +173 +3%
MWP
435
Meridian Wealth Partners
Pennsylvania
$238K 5,964 -3 -0.1%
ABLA
436
Alan B. Lancz & Associates
Ohio
$237K 5,934 -300 -5%
CRIG
437
Charter Research & Investment Group
Connecticut
$237K 5,930 – –
CWM
438
Cordatus Wealth Management
Pennsylvania
$236K 5,921 +5,921 New
SCA
439
Stillwater Capital Advisors
Pennsylvania
$235K 5,879 – –
LNWWM
440
Laird Norton Wetherby Wealth Management
California
$232K 5,805 -2,602 -31%
VIM
441
Vinva Investment Management
Australia
$231K 5,860 -855 -13%
DWT
442
Dorsey & Whitney Trust
South Dakota
$230K 5,754 -144 -2%
PTC
443
Private Trust Company
Ohio
$230K 5,752 – –
MMM
444
Mendel Money Management
Illinois
$229K 5,730 +5,730 New
API
445
Advisor Partners II
California
$226K 5,673 +310 +6%
CCG
446
Capital CS Group
California
$226K 5,671 -1,002 -15%
LBC
447
Lowe Brockenbrough & Co
Virginia
$225K 5,650 – –
BSW
448
Buckingham Strategic Wealth
Missouri
$222K 5,552 +5,552 New
BCA
449
Bay Colony Advisors
Massachusetts
$221K 5,535 – –
CG
450
Caprock Group
Idaho
$221K 5,527 -1,923 -26%
16 17
18
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