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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 %
Goldman Sachs
26
Goldman Sachs
New York
$36.8M 1,073,094 +176,233 +20%
Principal Financial Group
27
Principal Financial Group
Iowa
$36.1M 1,051,916 -3,862 -0.4%
Macquarie Group
28
Macquarie Group
Australia
$35M 1,404,492 -766,762 -35%
Fidelity International
29
Fidelity International
Bermuda
$34.3M 1,000,000 +1,000,000 New
APG Asset Management
30
APG Asset Management
Netherlands
$30.6M 891,708 +9,147 +1%
Canada Life
31
Canada Life
Manitoba, Canada
$30.3M 883,192 -43,717 -5%
ProShare Advisors
32
ProShare Advisors
Maryland
$29.1M 847,730 +72,576 +9%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$29.1M 847,210 -123,559 -13%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$28.4M 828,010 -1,439 -0.2%
Swiss National Bank
35
Swiss National Bank
Switzerland
$27.6M 805,300 -100,000 -11%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$24.2M 704,327 -205,080 -23%
NI
37
Nuance Investments
Missouri
$21.6M 628,300 +628,300 New
Deutsche Bank
38
Deutsche Bank
Germany
$20.6M 600,239 -263,837 -31%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$19.9M 578,281 +99,765 +21%
T. Rowe Price Investment Management
40
T. Rowe Price Investment Management
Maryland
$19.8M 575,987 +25,493 +5%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$19.7M 572,808 +501,124 +699%
TAM
42
Thematics Asset Management
France
$19.7M 572,404 +26,020 +5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$18.6M 542,084 +276 +0.1%
GF
44
Gabelli Funds
New York
$17.3M 502,482 -1,218 -0.2%
Bank of America
45
Bank of America
North Carolina
$16.8M 489,736 -126,805 -21%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$16.7M 487,623 -17,969 -4%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$16.6M 483,776 +2,555 +0.5%
Verition Fund Management
48
Verition Fund Management
Connecticut
$16.6M 482,803 +468,648 +3,311%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$16M 465,914 -12,684 -3%
COPPSERS
50
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M 449,520 -73,331 -14%
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