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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
ZP
1
Zimmer Partners
New York
$212M
2
Citadel Advisors
2
Citadel Advisors
Florida
$66.3M
3
Fidelity International
3
Fidelity International
Bermuda
$34.3M
4
BlackRock
4
BlackRock
New York
$1.06B
5
Cohen & Steers
5
Cohen & Steers
New York
$80.3M

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 Holding Trade Value Shares
Change 		Shares
Change %
BHWM
426
Bar Harbor Wealth Management
New Hampshire
$208K +$20.1K +585 +11%
KC
427
Kingfisher Capital
North Carolina
$208K +$1.68K +49 +0.8%
ABLA
428
Alan B. Lancz & Associates
Ohio
$204K – – –
CRIG
429
Charter Research & Investment Group
Connecticut
$204K – – –
SCA
430
Stillwater Capital Advisors
Pennsylvania
$202K – – –
PTC
431
Private Trust Company
Ohio
$197K -$584 -17 -0.3%
BCM
432
Blume Capital Management
California
$184K – – –
HL
433
HeadInvest LLC
Maine
$177K +$177K +5,362 New
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$174K -$34K -991 -16%
QCG
435
Quadrant Capital Group
Ohio
$169K +$35.6K +1,036 +27%
CSPIA
436
Cary Street Partners Investment Advisory
Virginia
$167K +$157K +4,563 +1,463%
CF
437
Centaurus Financial
California
$166K +$103 +3 +0.1%
MCM
438
Manchester Capital Management
Vermont
$160K -$314K -9,152 -66%
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K -$24.5K -715 -14%
TRCT
440
Tower Research Capital (TRC)
New York
$148K -$431K -12,567 -74%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$132K +$31.9K +933 +32%
SIS
442
Sound Income Strategies
Florida
$127K -$36K -1,048 -22%
SS
443
Sunbelt Securities
Texas
$124K -$6.94K -202 -5%
BBPWM
444
Blue Bell Private Wealth Management
Pennsylvania
$118K -$650K -18,924 -85%
TF
445
Tompkins Financial
New York
$117K – – –
BFEC
446
Benjamin F. Edwards & Company
Missouri
$115K – – –
DGAM
447
Desjardins Global Asset Management
Quebec, Canada
$113K +$113K +3,297 New
GRP
448
Global Retirement Partners
California
$113K -$5.51K -167 -5%
HDIM
449
Hanson & Doremus Investment Management
Vermont
$108K – – –
SWM
450
Spire Wealth Management
Virginia
$106K -$10.7K -312 -9%
16 17
18
19 20