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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.

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 %
MRCM
551
M&R Capital Management
New Jersey
$18.6K – – –
ME
552
McIlrath & Eck
Washington
$18.4K – – –
BCV
553
Banque Cantonale Vaudoise
Switzerland
$18K -$240K -6,602 -93%
BBHC
554
Brown Brothers Harriman & Co
New York
$17.5K -$37.4K -1,000 -68%
CCA
555
Catalyst Capital Advisors
New York
$17.4K -$3.74K -100 -18%
MRC
556
Millburn Ridgefield Corp
New York
$17.4K -$3.74K -100 -18%
FFA
557
Farther Finance Advisors
California
$16K +$13.3K +356 +494%
SAM
558
Smartleaf Asset Management
Massachusetts
$15.8K +$15.8K +421 New
PB
559
Pinnacle Bancorp
Nebraska
$15.8K – – –
PIM
560
Plato Investment Management
Australia
$15.8K +$15.8K +422 New
IA
561
IFP Advisors
Florida
$15.7K +$373 +10 +2%
RF
562
Robbins Farley
New Hampshire
$14K – – –
NF
563
Norwood Financial
Pennsylvania
$14K – – –
CSB
564
City State Bank
Iowa
$14K – – –
BGAI
565
Bruce G. Allen Investments
Colorado
$14K +$14K +374 New
JWA
566
JFS Wealth Advisors
Pennsylvania
$13.6K +$224 +6 +2%
LFA
567
LGT Financial Advisors
Texas
$12.7K -$1.35K -36 -10%
CWP
568
Concord Wealth Partners
Virginia
$12.7K +$112 +3 +0.9%
NMG
569
New Millennium Group
Utah
$12.4K +$112 +3 +0.9%
C
570
Covestor
United Kingdom
$12K +$336 +9 +3%
CB
571
CNB Bank
Pennsylvania
$11.2K – – –
FCG
572
Financial Connections Group
California
$11K – – –
GWS
573
Glassman Wealth Services
Virginia
$9.94K +$4.03K +108 +68%
TWD
574
True Wealth Design
Ohio
$9.23K +$9K +241 +4,017%
PWMG
575
Private Wealth Management Group
New Jersey
$9.04K +$9.04K +242 New
21 22
23
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