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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.

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
1
BlackRock
New York
$1.41B
2
State Street
2
State Street
Massachusetts
$706M
3
Citadel Advisors
3
Citadel Advisors
Florida
$64.3M
4
ZP
4
Zimmer Partners
New York
$98.1M
5
Amundi
5
Amundi
France
$289M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$19.7M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.35M
3
Norges Bank
3
Norges Bank
Norway
$206M
4
ECP
4
Electron Capital Partners
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
26
Brookfield Corp
Ontario, Canada
$56.5M 1,183,769 +4,080 +0.3%
First Trust Advisors
27
First Trust Advisors
Illinois
$54.5M 1,140,924 -41,766 -4%
PCA
28
Personal Capital Advisors
California
$53.6M 1,123,224 +30,341 +3%
Principal Financial Group
29
Principal Financial Group
Iowa
$52.3M 1,096,657 -1,790 -0.2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$48.3M 1,012,300 -66,586 -6%
Zurich Cantonal Bank
31
Zurich Cantonal Bank
Switzerland
$47.5M 994,290 +70,447 +8%
Canada Life
32
Canada Life
Manitoba, Canada
$43.6M 908,880 -6,164 -0.7%
Deutsche Bank
33
Deutsche Bank
Germany
$40.9M 856,997 +119,140 +16%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$40.4M 846,586 -66,306 -7%
ProShare Advisors
35
ProShare Advisors
Maryland
$38.5M 806,033 +255,946 +47%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$33.8M 707,282 +8,095 +1%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$31.1M 652,202 +2,644 +0.4%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$30.1M 630,256 -161,816 -20%
Bank of America
39
Bank of America
North Carolina
$29M 607,741 +10,318 +2%
Allianz Asset Management
40
Allianz Asset Management
Germany
$26.7M 560,268 -16,534 -3%
AQR Capital Management
41
AQR Capital Management
Connecticut
$26M 545,676 -75,710 -12%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$25.2M 527,128 -23,903 -4%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$24.5M 513,351 -13,676 -3%
GF
44
Gabelli Funds
New York
$24.1M 504,500 -450 -0.1%
AllianceBernstein
45
AllianceBernstein
Tennessee
$23M 481,976 +108,022 +29%
COPPSERS
46
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.7M 475,769 +58,784 +14%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$22.7M 475,349 +14,118 +3%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$22.4M 469,968 -28,120 -6%
Public Employees Retirement Association of Colorado
49
Public Employees Retirement Association of Colorado
Colorado
$21.4M 447,536 +3,132 +0.7%
TAM
50
Thematics Asset Management
France
$21.1M 441,790 +441,790 New
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