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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 %
BHWM
451
Bar Harbor Wealth Management
New Hampshire
$219K 5,482 -932 -15%
NFG
452
Nations Financial Group
Iowa
$218K 5,472 -394 -7%
BMSSC
453
B. Metzler seel. Sohn & Co
Germany
$217K 5,449 – –
RMDI
454
R.M. Davis Inc
Maine
$217K 5,433 +5,433 New
GT
455
Glenview Trust
Kentucky
$215K 5,392 – –
E
456
Ergoteles
New York
$215K 5,376 +5,376 New
BCM
457
Blume Capital Management
California
$214K 5,355 -345 -6%
Chevy Chase Trust
458
Chevy Chase Trust
Maryland
$212K 5,300 – –
AIMCA
459
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$212K 5,300 – –
PFO
460
Pathstone Family Office
New Jersey
$210K 5,273 -1,426 -21%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$210K 5,271 +3,040 +136%
CCM
462
Cullen Capital Management
New York
$210K 5,264 +5,264 New
UF
463
Univest Financial
Pennsylvania
$207K 5,179 – –
WT
464
Washington Trust
Rhode Island
$202K 5,070 – –
JIC
465
Joel Isaacson & Co
New York
$201K 5,025 – –
CF
466
Centaurus Financial
California
$193K 4,838 -166 -3%
SIS
467
Sound Income Strategies
Florida
$189K 4,746 +3,493 +279%
SWA
468
SOA Wealth Advisors
New York
$178K 4,470 +32 +0.7%
Jones Financial Companies
469
Jones Financial Companies
Missouri
$165K 4,142 +3,101 +298%
Allspring Global Investments
470
Allspring Global Investments
North Carolina
$164K 4,115 -5,395 -57%
QCG
471
Quadrant Capital Group
Ohio
$155K 3,890 +366 +10%
SS
472
Sunbelt Securities
Texas
$152K 3,816 +3,616 +1,808%
GRP
473
Global Retirement Partners
California
$143K 3,590 -34 -0.9%
KC
474
Kepos Capital
New York
$139K 3,488 +3,488 New
TF
475
Tompkins Financial
New York
$136K 3,419 – –
17 18
19
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