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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 %
CCC
501
Chelsea Counsel Company
California
$30.9K 900 – –
PA
502
PSI Advisors
Florida
$30.6K 891 +891 New
CFGS
503
Concourse Financial Group Securities
Alabama
$28.6K 832 +5 +0.6%
AA
504
Addison Advisors
Vermont
$27.9K 813 – –
FCT
505
First Community Trust
Iowa
$27.5K 802 – –
MA
506
MCF Advisors
Kentucky
$25.9K 753 – –
PSB
507
Piscataqua Savings Bank
New Hampshire
$25.7K 750 – –
CAL
508
Capital Advisors Ltd
Ohio
$25K 732 – –
SSB
509
Sandy Spring Bank
Maryland
$24.7K 718 -55 -7%
PGAM
510
Princeton Global Asset Management
New Jersey
$24.2K 705 – –
FCAS
511
First Command Advisory Services
Texas
$22.9K 666 +666 New
HF
512
Halpern Financial
Virginia
$22.6K 658 – –
DIP
513
DT Investment Partners
Pennsylvania
$22.3K 650 – –
FPB
514
First PREMIER Bank
South Dakota
$22K 650 – –
CAS
515
Coppell Advisory Solutions
Texas
$22K 460 – –
VAG
516
VisionPoint Advisory Group
Texas
$21.9K 639 +338 +112%
CSWM
517
Cassady Schiller Wealth Management
Ohio
$21.5K 625 – –
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$21.1K 614 +507 +474%
TWC
519
TD Waterhouse Canada
Ontario, Canada
$20.9K 634 +400 +171%
Group One Trading
520
Group One Trading
Illinois
$20.8K 605 -2,644 -81%
MRC
521
Millburn Ridgefield Corp
New York
$19.4K 566 +566 New
CCA
522
Catalyst Capital Advisors
New York
$19.4K 566 +566 New
HWA
523
HHM Wealth Advisors
Tennessee
$19.3K 561 – –
BC
524
Barrett & Company
Rhode Island
$17.2K 500 – –
MRCM
525
M&R Capital Management
New Jersey
$17.1K 498 – –
19 20
21
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