WTRG icon

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 %
MRCM
551
M&R Capital Management
New Jersey
$19.9K 498 – –
ME
552
McIlrath & Eck
Washington
$19.7K 493 – –
CWA
553
Clearview Wealth Advisors
Oregon
$19.6K 491 – –
DI
554
Disciplined Investments
Oklahoma
$18.8K 472 +3 +0.6%
CAS
555
Coppell Advisory Solutions
Texas
$18.2K 460 +460 New
FGAM
556
Financial Gravity Asset Management
Texas
$18.1K 40 -4 -9%
JWA
557
JFS Wealth Advisors
Pennsylvania
$17.5K 438 +23 +6%
EIM
558
Essex Investment Management
Massachusetts
$17K 425 – –
BCPWM
559
Bradley & Co Private Wealth Management
Florida
$16.9K 424 – –
PB
560
Pinnacle Bancorp
Nebraska
$16.9K 423 – –
QC
561
Quent Capital
New York
$16.3K 408 – –
CSB
562
City State Bank
Iowa
$15K 380 – –
RF
563
Robbins Farley
New Hampshire
$15K 375 – –
NF
564
Norwood Financial
Pennsylvania
$15K 375 – –
C
565
Covestor
United Kingdom
$14K 360 +27 +8%
CFD
566
Creative Financial Designs
Indiana
$13.6K 340 +50 +17%
CWP
567
Concord Wealth Partners
Virginia
$13.4K 335 +2 +0.6%
NMG
568
New Millennium Group
Utah
$13K 327 +3 +0.9%
RTC
569
Riverview Trust Company
Washington
$13K 325 – –
CSPIA
570
Cary Street Partners Investment Advisory
Virginia
$12.5K 312 +312 New
IUHSA
571
Itau Unibanco Holding S.A.
Brazil
$12.1K 304 -23 -7%
VAG
572
VisionPoint Advisory Group
Texas
$12K 301 +301 New
RMC
573
Resources Management Corp
Connecticut
$12K 300 -80,157 -100%
CB
574
CNB Bank
Pennsylvania
$12K 300 – –
PFG
575
Piershale Financial Group
Illinois
$11.4K 285 – –
21 22
23
24 25