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Essential Utilities
WTRG

Overview Fund Activity

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M

Top Buyers

1
BlackRock
BlackRock
New York
$1.41B
2
State Street
State Street
Massachusetts
$706M
3
Citadel Advisors
Citadel Advisors
Florida
$64.3M
4
ZP
Zimmer Partners
New York
$98.1M
5
Amundi
Amundi
France
$289M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.7M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.35M
3
Norges Bank
Norges Bank
Norway
$206M
4
ECP
Electron Capital Partners
New York
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
576
Essex Investment Management
Massachusetts
$20K – – –
PB
577
Pinnacle Bancorp
Nebraska
$20K – – –
MWM
578
Mascoma Wealth Management
New Hampshire
$19.4K +$48 +1 +0.2%
CSB
579
City State Bank
Iowa
$18K – – –
RF
580
Robbins Farley
New Hampshire
$17.9K – – –
NF
581
Norwood Financial
Pennsylvania
$17.9K – – –
BAM
582
Baldrige Asset Management
Pennsylvania
$17K +$17K +360 New
CA
583
CoreCap Advisors
Michigan
$16.8K +$16.8K +352 New
BAM
584
Byrne Asset Management
New Jersey
$16.5K +$16.5K +345 New
QC
585
Quent Capital
New York
$16.1K – – –
C
586
Covestor
United Kingdom
$16K -$48 -1 -0.3%
CWP
587
Concord Wealth Partners
Virginia
$15.8K +$15.8K +331 New
IUHSA
588
Itau Unibanco Holding S.A.
Brazil
$15.6K -$88.8K -1,860 -85%
NMG
589
New Millennium Group
Utah
$15.4K +$96 +2 +0.6%
CAL
590
Capital Advisors Ltd
Ohio
$15K +$9.01K +462 +150%
CB
591
CNB Bank
Pennsylvania
$14.3K – – –
TWA
592
TCI Wealth Advisors
Arizona
$14.2K -$7.83K -164 -35%
Simplex Trading
593
Simplex Trading
Illinois
$14K -$47.5K -1,032 -77%
RMC
594
Resources Management Corp
Connecticut
$14K -$2.66K -57 -16%
FCG
595
Financial Connections Group
California
$14K – – –
CFD
596
Creative Financial Designs
Indiana
$13.7K +$95 +2 +0.7%
PFG
597
Piershale Financial Group
Illinois
$13.6K +$13.6K +285 New
CT
598
Colonial Trust
South Carolina
$13.4K +$13.4K +280 New
BAAM
599
Baker Avenue Asset Management
California
$13.2K +$13.2K +277 New
LC
600
Lindbrook Capital
California
$12.5K +$5.92K +124 +91%
22 23
24
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