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Essential Utilities
WTRG

Overview Fund Activity

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M

Top Buyers

1
Amundi
1
Amundi
France
$312M
2
Cohen & Steers
2
Cohen & Steers
New York
$110M
3
Millennium Management
3
Millennium Management
New York
$43.7M
4
BlackRock
4
BlackRock
New York
$1.32B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$17.2M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$5.99M
2
Norges Bank
2
Norges Bank
Norway
$127M
3
Citadel Advisors
3
Citadel Advisors
Florida
$30.2K
4
State Street
4
State Street
Massachusetts
$607M
5
Macquarie Group
5
Macquarie Group
Australia
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$48.4M +$515K +11,796 +1%
AAMU
27
AEGON Asset Management (UK)
United Kingdom
$44.8M -$12.3M -282,278 -22%
Millennium Management
28
Millennium Management
New York
$43.7M +$25.7M +588,751 +143%
Swiss National Bank
29
Swiss National Bank
Switzerland
$43.1M -$1.13M -25,900 -3%
Macquarie Group
30
Macquarie Group
Australia
$41.3M -$27.7M -638,615 -40%
Canada Life
31
Canada Life
Manitoba, Canada
$41.1M +$1.35M +30,904 +3%
Deutsche Bank
32
Deutsche Bank
Germany
$39.8M +$2.4M +55,013 +6%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$39.4M +$2.43M +55,679 +7%
Zurich Cantonal Bank
34
Zurich Cantonal Bank
Switzerland
$38.2M -$5.18M -118,785 -12%
ProShare Advisors
35
ProShare Advisors
Maryland
$33.4M -$1.78M -40,851 -5%
Bank of America
36
Bank of America
North Carolina
$33.1M +$6.53M +149,689 +25%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$30.3M -$601K -13,761 -2%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$28.4M +$7.84M +179,654 +38%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$28.2M -$234K -5,366 -0.8%
Aviva
40
Aviva
United Kingdom
$25.6M +$9.78M +224,057 +62%
CS
41
Credit Suisse
Switzerland
$24.5M +$8.57M +196,259 +54%
Allianz Asset Management
42
Allianz Asset Management
Germany
$24.5M +$10.1K +231 +0%
TAM
43
Thematics Asset Management
France
$23.8M +$4.57M +104,594 +24%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$22.4M -$567K -12,998 -2%
GF
45
Gabelli Funds
New York
$22M – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$21.4M -$6.11M -139,925 -22%
AllianceBernstein
47
AllianceBernstein
Tennessee
$21.4M +$329K +7,539 +2%
AQR Capital Management
48
AQR Capital Management
Connecticut
$21.2M -$2.45M -56,323 -10%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$21M +$10.6M +243,837 +103%
UBS Group
50
UBS Group
Switzerland
$20.8M +$5.37M +123,100 +35%
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