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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.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+41
Holders Change %
+7.09%
% of All Funds
9.07%
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 %
UM
501
UniSuper Management
Australia
$67.2K – – –
JGIA
502
Jackson Grant Investment Advisers
Connecticut
$63.3K – – –
MHR
503
Matthew Hamilton Rosenberg
$62.7K -$14.9K -400 -19%
BSWA
504
Bromfield Sneider Wealth Advisors
Massachusetts
$61.9K – – –
OSNBOA
505
Old Second National Bank of Aurora
Illinois
$59.8K – – –
LS
506
Livforsakringsbolaget Skandia
Sweden
$59.7K – – –
CT
507
Clearstead Trust
Maine
$56K – – –
DAM
508
Delta Asset Management
Tennessee
$47.1K – – –
PFSC
509
Peoples Financial Services Corp
Pennsylvania
$46.7K – – –
LFG
510
Larson Financial Group
Missouri
$45K +$149 +4 +0.3%
CT
511
Colonial Trust
South Carolina
$44.6K -$5.6K -150 -11%
NFA
512
Northwest Financial Advisors
Virginia
$44.2K +$44.2K +1,183 New
CWC
513
Carolinas Wealth Consulting
North Carolina
$43.6K – – –
OCM
514
Orion Capital Management
California
$42K – – –
AF
515
Arrow Financial
New York
$40.4K – – –
QC
516
Quent Capital
New York
$40.1K +$1.2K +32 +3%
ADL
517
Asset Dedication LLC
California
$39K – – –
BTI
518
Blue Trust Inc
Georgia
$39K +$4.09K +121 +12%
VAG
519
VisionPoint Advisory Group
Texas
$36.5K +$12.6K +338 +53%
M
520
MOTCO
Texas
$36.2K – – –
A
521
AlphaQuest
New York
$36.2K +$36.2K +969 New
TWM
522
Tradition Wealth Management
Minnesota
$36K +$25.6K +679 +246%
CFGS
523
Concourse Financial Group Securities
Alabama
$35.8K +$4.75K +127 +15%
CCC
524
Chelsea Counsel Company
California
$33.6K – – –
PA
525
PSI Advisors
Florida
$33.3K – – –
19 20
21
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