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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
Fidelity Investments
4
Fidelity Investments
Massachusetts
$72.3M
5
Amundi
5
Amundi
France
$359M

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 Holding Trade Value Shares
Change 		Shares
Change %
BHWM
426
Bar Harbor Wealth Management
New Hampshire
$230K +$3.74K +100 +2%
MAS
427
Meeder Advisory Services
Ohio
$230K +$230K +6,167 New
SCTC
428
Sanibel Captiva Trust Company
Florida
$230K +$230K +6,157 New
EWA
429
EP Wealth Advisors
California
$230K -$21.9K -587 -9%
FWIA
430
Fort Washington Investment Advisors
Ohio
$229K – – –
KC
431
Kingfisher Capital
North Carolina
$228K +$1.57K +42 +0.7%
CIA
432
Choate Investment Advisors
Massachusetts
$227K +$227K +6,078 New
CRIG
433
Charter Research & Investment Group
Connecticut
$221K – – –
CB
434
Commerce Bank
Missouri
$221K +$221K +5,904 New
SCA
435
Stillwater Capital Advisors
Pennsylvania
$220K – – –
GP
436
Girard Partners
Pennsylvania
$217K -$17.3K -463 -7%
IMCOOI
437
Investment Management Corp of Ontario (IMCO)
Canada
$217K +$217K +5,821 New
DWP
438
Daymark Wealth Partners
Ohio
$216K +$216K +5,775 New
QCM
439
Quantinno Capital Management
New York
$214K +$214K +5,717 New
MWP
440
Meridian Wealth Partners
Pennsylvania
$213K +$213K +5,690 New
CCG
441
Capital CS Group
California
$212K +$212K +5,671 New
PTC
442
Private Trust Company
Ohio
$211K -$3.03K -81 -1%
LBC
443
Lowe Brockenbrough & Co
Virginia
$211K +$211K +5,650 New
VIM
444
Vinva Investment Management
Australia
$210K +$210K +5,589 New
EH
445
Equitable Holdings
New York
$210K +$210K +5,618 New
BCA
446
Bay Colony Advisors
Massachusetts
$207K +$207K +5,535 New
SHA
447
Seneca House Advisors
Virginia
$207K +$207K +5,533 New
GT
448
Glenview Trust
Kentucky
$204K +$204K +5,451 New
BMSSC
449
B. Metzler seel. Sohn & Co
Germany
$204K +$204K +5,449 New
SG
450
StoneX Group
New York
$203K +$203K +5,446 New
16 17
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