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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
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$210M
2
ZP
2
Zimmer Partners
New York
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$66.3M
4
Fidelity International
4
Fidelity International
Bermuda
$34.3M
5
BlackRock
5
BlackRock
New York
$1.06B

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 Market Value Shares Shares
Change 		Shares
Change %
TCOV
451
Trust Company of Vermont
Vermont
$104K 3,020 – –
HBW
452
Hazlett, Burt & Watson
West Virginia
$102K 2,977 +116 +4%
WT
453
Washington Trust
Rhode Island
$101K 2,930 -2,140 -42%
SWA
454
SOA Wealth Advisors
New York
$98.9K 2,882 -1,588 -36%
BONH
455
Bank of New Hampshire
New Hampshire
$98.7K 2,875 – –
DAC
456
Dividend Assets Capital
South Carolina
$88K 2,552 – –
BC
457
Bartlett & Co
Ohio
$87K 2,531 – –
BCWM
458
Bartlett & Co Wealth Management
Ohio
$86.9K 2,531 – –
GWSG
459
GPS Wealth Strategies Group
Colorado
$86.8K 2,528 +9 +0.4%
HI
460
Harbour Investments
Wisconsin
$86.1K 2,508 +102 +4%
CNBTD
461
Citizens National Bank Trust Department
Mississippi
$84.1K 2,450 – –
TVWM
462
Tower View Wealth Management
Wisconsin
$84K 2,458 -208 -8%
GI
463
Gradient Investments
Minnesota
$83.6K 2,436 -259 -10%
VLKIM
464
Van Lanschot Kempen Investment Management
Netherlands
$83.2K 2,424 – –
TPCW
465
TD Private Client Wealth
New York
$78.5K 2,286 -417 -15%
KC
466
Kepos Capital
New York
$78K 2,275 -1,213 -35%
AIC
467
Archer Investment Corporation
Indiana
$77.2K 2,250 +111 +5%
AF
468
Allworth Financial
California
$76.5K 2,229 +85 +4%
TC
469
Truvestments Capital
Florida
$73.7K 2,148 +18 +0.8%
VSQM
470
V-Square Quantitative Management
Illinois
$72K 2,096 +182 +10%
UB
471
UMB Bank
Missouri
$71.6K 2,087 +66 +3%
MHR
472
Matthew Hamilton Rosenberg
$71.4K 2,080 +500 +32%
CTA
473
Colonial Trust Advisors
South Carolina
$70.1K 2,042 -350 -15%
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$69K 2,015 +18 +0.9%
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$67.2K 1,958 +869 +80%
17 18
19
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