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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 %
M
526
MOTCO
Texas
$38.7K 969 – –
QL
527
Quarry LP
New York
$36.3K 909 +909 New
CCC
528
Chelsea Counsel Company
California
$35.9K 900 – –
IA
529
IFP Advisors
Florida
$34.4K 863 +457 +113%
CFGS
530
Concourse Financial Group Securities
Alabama
$33K 827 +49 +6%
AA
531
Addison Advisors
Vermont
$32.4K 813 – –
FCT
532
First Community Trust
Iowa
$32K 802 – –
SSB
533
Sandy Spring Bank
Maryland
$30.9K 773 – –
MA
534
MCF Advisors
Kentucky
$30.1K 753 – –
PSB
535
Piscataqua Savings Bank
New Hampshire
$29.9K 750 – –
CAL
536
Capital Advisors Ltd
Ohio
$29K 732 +451 +160%
PGAM
537
Princeton Global Asset Management
New Jersey
$28.1K 705 – –
DIP
538
DT Investment Partners
Pennsylvania
$27.1K 650 – –
FCB
539
First Command Bank
Texas
$26.6K 666 – –
FCFS
540
First Command Financial Services
Texas
$26.6K 666 – –
HF
541
Halpern Financial
Virginia
$26.3K 658 – –
FPB
542
First PREMIER Bank
South Dakota
$26K 650 – –
CSWM
543
Cassady Schiller Wealth Management
Ohio
$24.9K 625 – –
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$24.1K 604 +453 +300%
CM
545
CoreCommodity Management
Connecticut
$23.9K 598 -41,956 -99%
WP
546
WealthPLAN Partners
Nebraska
$22.7K 570 – –
HWA
547
HHM Wealth Advisors
Tennessee
$22.4K 561 – –
AIM
548
Achmea Investment Management
Netherlands
$21K 515 – –
RDFA
549
Ritter Daniher Financial Advisory
Ohio
$20K 500 – –
BC
550
Barrett & Company
Rhode Island
$20K 500 – –
20 21
22
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