WTRG icon

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 %
GWM
476
Geneos Wealth Management
Colorado
$64.1K 1,866 – –
PA
477
Parallel Advisors
California
$63.7K 1,854 +63 +4%
SCA
478
Stonebridge Capital Advisors
Minnesota
$62.4K 1,819 -143 -7%
BWM
479
Baystate Wealth Management
Massachusetts
$62K 1,805 +10 +0.6%
UM
480
UniSuper Management
Australia
$61.8K 1,800 – –
JGIA
481
Jackson Grant Investment Advisers
Connecticut
$58.2K 1,695 – –
BSWA
482
Bromfield Sneider Wealth Advisors
Massachusetts
$56.9K 1,657 – –
OSNBOA
483
Old Second National Bank of Aurora
Illinois
$54.9K 1,600 – –
LS
484
Livforsakringsbolaget Skandia
Sweden
$54.9K 1,600 – –
CT
485
Clearstead Trust
Maine
$51.5K 1,500 -1,635 -52%
BBHC
486
Brown Brothers Harriman & Co
New York
$50.4K 1,468 – –
CT
487
Colonial Trust
South Carolina
$46.2K 1,345 – –
DAM
488
Delta Asset Management
Tennessee
$43.3K 1,260 -462 -27%
PFSC
489
Peoples Financial Services Corp
Pennsylvania
$42.9K 1,250 – –
LFG
490
Larson Financial Group
Missouri
$41.2K 1,200 +1,200 New
BTI
491
Blue Trust Inc
Georgia
$41K 1,033 +23 +2%
CWC
492
Carolinas Wealth Consulting
North Carolina
$39K 1,166 – –
OCM
493
Orion Capital Management
California
$38.6K 1,125 +1,125 New
AF
494
Arrow Financial
New York
$37.1K 1,082 – –
ADL
495
Asset Dedication LLC
California
$36K 1,041 – –
RMC
496
Resources Management Corp
Connecticut
$36K 1,050 +750 +250%
NA
497
NewEdge Advisors
Louisiana
$35.9K 1,045 -111 -10%
QC
498
Quent Capital
New York
$35.8K 1,042 +634 +155%
Jones Financial Companies
499
Jones Financial Companies
Missouri
$35.7K 1,041 -3,101 -75%
M
500
MOTCO
Texas
$33.3K 969 – –
18 19
20
21 22