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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.

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
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$72.3M

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 Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
26
Empower Advisory Group
Colorado
$50.8M 1,361,017 +75,303 +6%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$47.9M 1,281,232 +44,477 +4%
UBS Group
28
UBS Group
Switzerland
$45.8M 1,225,849 +896,223 +272%
Citadel Advisors
29
Citadel Advisors
Florida
$44.6M 1,194,941 -736,968 -38%
Principal Financial Group
30
Principal Financial Group
Iowa
$40.6M 1,086,737 +34,821 +3%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$38.3M 1,025,238 -314,572 -23%
Fidelity International
32
Fidelity International
Bermuda
$37.4M 1,000,000 – –
ProShare Advisors
33
ProShare Advisors
Maryland
$34.3M 918,818 +71,088 +8%
Goldman Sachs
34
Goldman Sachs
New York
$32M 857,337 -215,757 -20%
APG Asset Management
35
APG Asset Management
Netherlands
$31.2M 923,626 +31,918 +4%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$31M 829,380 +1,370 +0.2%
Canada Life
37
Canada Life
Manitoba, Canada
$29.3M 787,230 -95,962 -11%
Swiss National Bank
38
Swiss National Bank
Switzerland
$29.2M 782,800 -22,500 -3%
Deutsche Bank
39
Deutsche Bank
Germany
$26.8M 717,599 +117,360 +20%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$25.4M 679,341 -24,986 -4%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$25M 669,612 -177,598 -21%
NI
42
Nuance Investments
Missouri
$23.5M 630,141 +1,841 +0.3%
Korea Investment Corp
43
Korea Investment Corp
South Korea
$22M 589,451 +219,995 +60%
TAM
44
Thematics Asset Management
France
$21.4M 571,933 -471 -0.1%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$20.4M 546,273 +80,359 +17%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$19.9M 533,009 -9,075 -2%
GF
47
Gabelli Funds
New York
$18.7M 501,932 -550 -0.1%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$18M 482,253 -1,523 -0.3%
N
49
Natixis
France
$17.6M 470,279 +139,171 +42%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$17.5M 469,366 -18,257 -4%
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