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Essential Utilities
WTRG

Overview Fund Activity

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$91.9M
2
State Street
State Street
Massachusetts
+$71.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$55.9M
4
ZP
Zimmer Partners
New York
+$45.3M
5
Amundi
Amundi
France
+$24.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$38.2M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$33.4M
3
Norges Bank
Norges Bank
Norway
-$30.1M
4
ECP
Electron Capital Partners
New York
-$29.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
451
Ironwood Investment Counsel
Arizona
$233K – – –
MCCA
452
Mill Creek Capital Advisors
Pennsylvania
$233K +$233K +4,881 New
B
453
Barings
North Carolina
$231K +$231K +4,847 New
CF
454
Centaurus Financial
California
$231K -$19.7K -413 -8%
BAMF
455
BI Asset Management Fondsmaeglerselskab
Denmark
$231K +$231K +4,846 New
CG
456
Colony Group
Massachusetts
$230K +$230K +4,828 New
FB
457
Fulton Bank
Pennsylvania
$229K -$64K -1,339 -22%
MSFS
458
Main Street Financial Solutions
Pennsylvania
$228K +$228K +4,781 New
HIC
459
Hartline Investment Corp
Illinois
$228K +$228K +4,770 New
AWM
460
Accel Wealth Management
Iowa
$228K -$14.7K -309 -6%
BFM
461
Boston Financial Management
Massachusetts
$227K +$227K +4,759 New
CCFCSB
462
Cape Cod Five Cents Savings Bank
Massachusetts
$227K +$227K +4,750 New
KPWS
463
Kestra Private Wealth Services
Texas
$226K +$226K +4,739 New
PWM
464
Perigon Wealth Management
California
$224K +$224K +4,694 New
SICM
465
Sustainable Insight Capital Management
New York
$220K +$220K +4,600 New
RWMG
466
Redwood Wealth Management Group
New Jersey
$219K +$219K +4,596 New
HCM
467
Howland Capital Management
Massachusetts
$219K +$219K +4,595 New
FAB
468
First American Bank
Illinois
$215K -$50.2K -1,052 -19%
TC
469
TwinBeech Capital
New York
$215K -$3.03M -63,429 -93%
AWM
470
Axxcess Wealth Management
California
$214K +$214K +4,492 New
DCM
471
Dupont Capital Management
Delaware
$213K +$213K +4,471 New
IAIM
472
International Assets Investment Management
Florida
$212K +$212K +4,450 New
RMDI
473
R.M. Davis Inc
Maine
$212K +$212K +4,433 New
SWA
474
SOA Wealth Advisors
New York
$210K +$159K +3,335 +311%
TRCT
475
Tower Research Capital (TRC)
New York
$210K -$371K -7,785 -64%
17 18
19
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