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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
9.08%
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 %
CAL
526
Capital Advisors Ltd
Ohio
$32K +$4.44K +118 +16%
VNA
527
Valley National Advisers
Pennsylvania
$32K +$31.3K +842 +4,210%
AA
528
Addison Advisors
Vermont
$30.4K – – –
FCT
529
First Community Trust
Iowa
$30K – – –
CAS
530
Coppell Advisory Solutions
Texas
$29K +$11.8K +317 +69%
MA
531
MCF Advisors
Kentucky
$28.1K – – –
PSB
532
Piscataqua Savings Bank
New Hampshire
$28K – – –
LC
533
Lindbrook Capital
California
$27.5K +$12.1K +325 +79%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$26.6K +$22.8K +610 +604%
PGAM
535
Princeton Global Asset Management
New Jersey
$26.3K – – –
BFS
536
Bare Financial Services
Pennsylvania
$25.3K +$25.3K +678 New
HF
537
Halpern Financial
Virginia
$24.9K – – –
FCAS
538
First Command Advisory Services
Texas
$24.9K – – –
EWA
539
EverSource Wealth Advisors
Alabama
$24.2K +$10.4K +279 +76%
RMC
540
Resources Management Corp
Connecticut
$24K -$14.8K -400 -38%
FPB
541
First PREMIER Bank
South Dakota
$24K – – –
TWC
542
TD Waterhouse Canada
Ontario, Canada
$23.6K – – –
DIP
543
DT Investment Partners
Pennsylvania
$23.5K – – –
CSWM
544
Cassady Schiller Wealth Management
Ohio
$23.3K – – –
PFBT
545
Parkside Financial Bank & Trust
Missouri
$22.6K +$19.9K +534 +742%
SIS
546
Strategic Investment Solutions
Illinois
$21.8K +$21.8K +584 New
HWA
547
HHM Wealth Advisors
Tennessee
$21K – – –
BL
548
BFSG LLC
California
$18.8K +$18.8K +504 New
BC
549
Barrett & Company
Rhode Island
$18.7K – – –
MA
550
Montag & Associates
Georgia
$18.7K +$18.7K +500 New
20 21
22
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