WTRG icon

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 %
BIA
551
Bell Investment Advisors
California
$5.73K 167 +63 +61%
NECFA
552
New England Capital Financial Advisors
Connecticut
$5.7K 166 +166 New
GWS
553
Glassman Wealth Services
Virginia
$5.42K 158 +90 +132%
WTG
554
West Tower Group
Virginia
$5.39K 157 +157 New
MCA
555
Maryland Capital Advisors
Maryland
$5.15K 150 – –
GKIM
556
GW&K Investment Management
Massachusetts
$5K 145 – –
MAWCM
557
Mine & Arao Wealth Creation & Management
California
$3.88K 113 – –
WWP
558
WR Wealth Planners
Missouri
$3.64K 106 +56 +112%
VCM
559
Versant Capital Management
Arizona
$3.5K 102 – –
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$3.47K 101 -503 -83%
HCP
561
Hexagon Capital Partners
Arkansas
$3.02K 88 +49 +126%
TCM
562
Tradewinds Capital Management
Washington
$2.49K 72 – –
PFBT
563
Parkside Financial Bank & Trust
Missouri
$2.47K 72 +56 +350%
FFA
564
Farther Finance Advisors
California
$2.47K 72 +53 +279%
VWM
565
Venturi Wealth Management
Texas
$2.41K 70 +10 +17%
SWA
566
Sutton Wealth Advisors
Florida
$2.03K 59 – –
AW
567
Avion Wealth
Texas
$2K 71 +43 +154%
CFS
568
CGC Financial Services
Oregon
$1.43K 42 – –
WAS
569
Winch Advisory Services
Wisconsin
$1K 25 – –
TFA
570
Transamerica Financial Advisors
Florida
$1K 1 – –
VNA
571
Valley National Advisers
Pennsylvania
$1K 20 – –
UIA
572
Ulland Investment Advisors
Minnesota
$1K 30 – –
NFSG
573
Newbridge Financial Services Group
Florida
$893 26 – –
TAM
574
Tucker Asset Management
Colorado
$721 21 +21 New
SIC
575
SJS Investment Consulting
Ohio
$618 18 -5 -22%
21 22
23
24 25