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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
Fidelity Investments
4
Fidelity Investments
Massachusetts
$72.3M
5
Amundi
5
Amundi
France
$359M

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 Holding Trade Value Shares
Change 		Shares
Change %
WT
476
Washington Trust
Rhode Island
$109K – – –
SWA
477
SOA Wealth Advisors
New York
$109K +$897 +24 +0.8%
CI Investments Inc
478
CI Investments Inc
Ontario, Canada
$104K +$28.7K +768 +38%
AF
479
Allworth Financial
California
$100K +$16.8K +450 +20%
BCWM
480
Bartlett & Co Wealth Management
Ohio
$95.3K – – –
BC
481
Bartlett & Co
Ohio
$95K – – –
DAC
482
Dividend Assets Capital
South Carolina
$95K – – –
GWSG
483
GPS Wealth Strategies Group
Colorado
$94.8K +$373 +10 +0.4%
SOW
484
State of Wyoming
Wyoming
$93.9K +$93.9K +2,514 New
KC
485
Kepos Capital
New York
$92K +$6.61K +176 +8%
CNBTD
486
Citizens National Bank Trust Department
Mississippi
$91.5K – – –
VLKIM
487
Van Lanschot Kempen Investment Management
Netherlands
$91.4K +$896 +24 +1%
PA
488
Parallel Advisors
California
$90K +$20.8K +556 +30%
TVWM
489
Tower View Wealth Management
Wisconsin
$90K -$1.49K -40 -2%
AIC
490
Archer Investment Corporation
Indiana
$84.1K +$37 +1 +0%
GI
491
Gradient Investments
Minnesota
$83.5K -$7.47K -200 -8%
National Bank of Canada
492
National Bank of Canada
Quebec, Canada
$82.4K -$377K -9,981 -82%
TC
493
Truvestments Capital
Florida
$80.9K +$672 +18 +0.8%
Northwestern Mutual Wealth Management
494
Northwestern Mutual Wealth Management
Wisconsin
$80.4K -$108K -2,904 -57%
HI
495
Harbour Investments
Wisconsin
$77K -$16.7K -446 -18%
CTA
496
Colonial Trust Advisors
South Carolina
$76.3K – – –
UB
497
UMB Bank
Missouri
$75.5K -$2.47K -66 -3%
TCOV
498
Trust Company of Vermont
Vermont
$70K -$42.8K -1,145 -38%
GWM
499
Geneos Wealth Management
Colorado
$69.7K – – –
BWM
500
Baystate Wealth Management
Massachusetts
$67.8K +$374 +10 +0.6%
18 19
20
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