WTRG icon

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 %
AAMU
26
AEGON Asset Management (UK)
United Kingdom
$40.8M 1,021,848 -3,886 -0.4%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$38.7M 970,769 +321,147 +49%
Canada Life
28
Canada Life
Manitoba, Canada
$37.2M 926,909 -12,875 -1%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$36.3M 909,407 +7,142 +0.8%
Swiss National Bank
30
Swiss National Bank
Switzerland
$36.1M 905,300 -81,100 -8%
Goldman Sachs
31
Goldman Sachs
New York
$35.8M 896,861 -276,588 -24%
Deutsche Bank
32
Deutsche Bank
Germany
$34.5M 864,076 -47,934 -5%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$33.1M 829,449 +135,928 +20%
APG Asset Management
34
APG Asset Management
Netherlands
$32.3M 882,561 +724,880 +460%
ProShare Advisors
35
ProShare Advisors
Maryland
$30.9M 775,154 +9,972 +1%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$26.2M 656,954 +569,921 +655%
Allianz Asset Management
37
Allianz Asset Management
Germany
$26.2M 656,919 +96,420 +17%
Citadel Advisors
38
Citadel Advisors
Florida
$25.6M 641,385 +640,692 +92,452%
Millennium Management
39
Millennium Management
New York
$24.7M 619,029 -382,130 -38%
Bank of America
40
Bank of America
North Carolina
$24.6M 616,541 -140,889 -19%
T. Rowe Price Investment Management
41
T. Rowe Price Investment Management
Maryland
$22M 550,494 +69,287 +14%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$21.8M 546,970 -328,535 -38%
TAM
43
Thematics Asset Management
France
$21.8M 546,384 – –
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$21.6M 541,808 -105,028 -16%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.9M 522,851 +61,880 +13%
Aviva
46
Aviva
United Kingdom
$20.2M 507,363 -79,002 -13%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$20.2M 505,592 +160,758 +47%
GF
48
Gabelli Funds
New York
$20.1M 503,700 -800 -0.2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$20M 500,466 +10,951 +2%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$19.2M 481,221 +29,365 +6%
1
2
3 4 5