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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 %
FCG
576
Financial Connections Group
California
$11K 300 – –
BAAM
577
Baker Avenue Asset Management
California
$9.74K 244 -1 -0.4%
TWC
578
TD Waterhouse Canada
Ontario, Canada
$9.42K 234 – –
NL
579
NVWM LLC
Pennsylvania
$8.81K 220 -1 -0.5%
SC
580
SouthState Corp
Florida
$8.02K 201 – –
GJIA
581
Glass Jacobson Investment Advisors
Maryland
$7.98K 200 +200 New
RMA
582
Roffman Miller Associates
Pennsylvania
$7.62K 191 +191 New
GGI
583
Godsey & Gibb Inc
Virginia
$7.5K 188 – –
TSW
584
Thompson Siegel & Walmsley
Virginia
$7K 181 – –
GKIM
585
GW&K Investment Management
Massachusetts
$6K 145 – –
MCA
586
Maryland Capital Advisors
Maryland
$5.99K 150 – –
LSA
587
Lansing Street Advisors
Pennsylvania
$5.73K 144 +1 +0.7%
IGWM
588
ICA Group Wealth Management
Colorado
$4.99K 125 – –
MAWCM
589
Mine & Arao Wealth Creation & Management
California
$4.51K 113 – –
SHIM
590
Stone House Investment Management
Pennsylvania
$4.4K 110 +1 +0.9%
HT
591
Headlands Technologies
Illinois
$4.35K 109 +109 New
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$4.27K 107 – –
BIA
593
Bell Investment Advisors
California
$4.15K 104 -11 -10%
VCM
594
Versant Capital Management
Arizona
$4.07K 102 -7 -6%
FHA
595
First Horizon Advisors
Tennessee
$4.07K 102 +92 +920%
LC
596
Lindbrook Capital
California
$2.99K 75 -165 -69%
TCM
597
Tradewinds Capital Management
Washington
$2.87K 72 +1 +1%
GWS
598
Glassman Wealth Services
Virginia
$2.71K 68 -7 -9%
RI
599
Ridgewood Investments
New Jersey
$2.51K 63 – –
VWM
600
Venturi Wealth Management
Texas
$2.39K 60 +1 +2%
22 23
24
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