WTRG icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
SPC
451
Sigma Planning Corp
Michigan
$203K -$125K -3,335 -38%
ABLA
452
Alan B. Lancz & Associates
Ohio
$203K -$18.7K -500 -8%
Allspring Global Investments
453
Allspring Global Investments
North Carolina
$201K -$1.5M -40,132 -88%
HNB
454
Huntington National Bank
Ohio
$201K -$38.2K -1,024 -16%
HL
455
HeadInvest LLC
Maine
$200K – – –
BCM
456
Blume Capital Management
California
$189K -$11.2K -300 -6%
FAF
457
Fjarde Ap-fonden
Sweden
$182K -$6.58M -176,147 -97%
CF
458
Centaurus Financial
California
$181K +$149 +4 +0.1%
MCM
459
Manchester Capital Management
Vermont
$175K +$1.83K +49 +1%
Simplex Trading
460
Simplex Trading
Illinois
$164K -$933K -25,084 -85%
NA
461
NewEdge Advisors
Louisiana
$149K +$110K +2,951 +282%
Fifth Third Bancorp
462
Fifth Third Bancorp
Ohio
$145K +$72.3K +1,936 +99%
WT
463
Whittier Trust
California
$140K -$702K -18,789 -83%
TF
464
Tompkins Financial
New York
$128K – – –
SIS
465
Sound Income Strategies
Florida
$128K -$10.5K -281 -8%
ASN
466
Advisory Services Network
Georgia
$126K +$126K +3,376 New
BFEC
467
Benjamin F. Edwards & Company
Missouri
$125K – – –
DGAM
468
Desjardins Global Asset Management
Quebec, Canada
$125K +$1.68K +45 +1%
BONH
469
Bank of New Hampshire
New Hampshire
$121K +$14K +375 +13%
GRP
470
Global Retirement Partners
California
$119K -$9.94K -263 -8%
VSQM
471
V-Square Quantitative Management
Illinois
$117K +$38.9K +1,041 +50%
HDIM
472
Hanson & Doremus Investment Management
Vermont
$117K – – –
GI
473
GAMMA Investing
California
$116K +$116K +3,230 New
SWM
474
Spire Wealth Management
Virginia
$113K – – –
HBW
475
Hazlett, Burt & Watson
West Virginia
$111K +$667 +18 +0.6%
17 18
19
20 21