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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 %
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$80K 1,997 +272 +16%
SCA
502
Stonebridge Capital Advisors
Minnesota
$78.3K 1,962 – –
VSQM
503
V-Square Quantitative Management
Illinois
$76.4K 1,914 +1,914 New
GWM
504
Geneos Wealth Management
Colorado
$74.5K 1,866 – –
UM
505
UniSuper Management
Australia
$71.8K 1,800 +1,800 New
BWM
506
Baystate Wealth Management
Massachusetts
$71.7K 1,795 +7 +0.4%
PA
507
Parallel Advisors
California
$71.5K 1,791 +7 +0.4%
DAM
508
Delta Asset Management
Tennessee
$68.7K 1,722 – –
JGIA
509
Jackson Grant Investment Advisers
Connecticut
$67.6K 1,695 – –
Skandinaviska Enskilda Banken (SEB)
510
Skandinaviska Enskilda Banken (SEB)
Sweden
$67K 1,679 -3,374 -67%
BSWA
511
Bromfield Sneider Wealth Advisors
Massachusetts
$66.1K 1,657 – –
OSNBOA
512
Old Second National Bank of Aurora
Illinois
$63.9K 1,600 – –
LS
513
Livforsakringsbolaget Skandia
Sweden
$63.8K 1,600 – –
MHR
514
Matthew Hamilton Rosenberg
$63.1K 1,580 – –
EWM
515
Endurance Wealth Management
Rhode Island
$60K 1,500 – –
BBHC
516
Brown Brothers Harriman & Co
New York
$58.6K 1,468 – –
CT
517
Colonial Trust
South Carolina
$53.7K 1,345 -360 -21%
PFSC
518
Peoples Financial Services Corp
Pennsylvania
$49.9K 1,250 – –
CWC
519
Carolinas Wealth Consulting
North Carolina
$46.5K 1,166 – –
NA
520
NewEdge Advisors
Louisiana
$46.1K 1,156 -119 -9%
FCAG
521
First Capital Advisors Group
New Jersey
$44.5K 1,115 +1,115 New
BTI
522
Blue Trust Inc
Georgia
$44K 1,010 -18 -2%
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$43.5K 1,089 -536 -33%
AF
524
Arrow Financial
New York
$43.2K 1,082 – –
ADL
525
Asset Dedication LLC
California
$42K 1,041 – –
19 20
21
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