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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 %
SWM
476
Spire Wealth Management
Virginia
$135K 3,387 – –
BFEC
477
Benjamin F. Edwards & Company
Missouri
$133K 3,341 – –
CT
478
Clearstead Trust
Maine
$131K 3,135 – –
Group One Trading
479
Group One Trading
Illinois
$130K 3,249 +3,249 New
HDIM
480
Hanson & Doremus Investment Management
Vermont
$125K 3,142 – –
TCOV
481
Trust Company of Vermont
Vermont
$121K 3,020 – –
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$117K 2,923 -3,285 -53%
BONH
483
Bank of New Hampshire
New Hampshire
$115K 2,875 – –
HBW
484
Hazlett, Burt & Watson
West Virginia
$114K 2,861 +1,986 +227%
TPCW
485
TD Private Client Wealth
New York
$108K 2,703 – –
GI
486
Gradient Investments
Minnesota
$108K 2,695 -350,742 -99%
TVWM
487
Tower View Wealth Management
Wisconsin
$106K 2,666 +671 +34%
S
488
SignatureFD
Georgia
$102K 2,562 +565 +28%
DAC
489
Dividend Assets Capital
South Carolina
$102K 2,552 -812 -24%
BCWM
490
Bartlett & Co Wealth Management
Ohio
$101K 2,531 – –
BC
491
Bartlett & Co
Ohio
$101K 2,531 – –
GWSG
492
GPS Wealth Strategies Group
Colorado
$101K 2,519 +7 +0.3%
CNBTD
493
Citizens National Bank Trust Department
Mississippi
$97.8K 2,450 – –
VLKIM
494
Van Lanschot Kempen Investment Management
Netherlands
$96.7K 2,424 +390 +19%
HI
495
Harbour Investments
Wisconsin
$96K 2,406 +2 +0.1%
CTA
496
Colonial Trust Advisors
South Carolina
$95.5K 2,392 – –
AF
497
Allworth Financial
California
$85.6K 2,144 -523 -20%
AIC
498
Archer Investment Corporation
Indiana
$85.4K 2,139 +180 +9%
TC
499
Truvestments Capital
Florida
$85K 2,130 +15 +0.7%
UB
500
UMB Bank
Missouri
$80.7K 2,021 – –
18 19
20
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