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 %
TWD
576
True Wealth Design
Ohio
$206 6 – –
FHA
577
First Horizon Advisors
Tennessee
$171 5 -97 -95%
CMA
578
Cedar Mountain Advisors
Oregon
$152 4 +1 +33%
FGAM
579
Financial Gravity Asset Management
Texas
– – -40 Closed
ECM
580
ExodusPoint Capital Management
New York
– – -200,971 Closed
NA
581
Navellier & Associates
Nevada
– – -90,978 Closed
TC
582
TwinBeech Capital
New York
– – -90,584 Closed
Acadian Asset Management
583
Acadian Asset Management
Massachusetts
– – -74,804 Closed
Voloridge Investment Management
584
Voloridge Investment Management
Florida
– – -68,700 Closed
DTL
585
Dynamic Technology Lab
Singapore
– – -44,260 Closed
PMEF
586
Point72 Middle East FZE
United Arab Emirates
– – -32,841 Closed
JF
587
Jump Financial
Illinois
– – -31,339 Closed
SSA
588
Schonfeld Strategic Advisors
New York
– – -30,351 Closed
IFU
589
iSAM Funds (UK)
United Kingdom
– – -26,965 Closed
NICM
590
Neo Ivy Capital Management
New York
– – -25,515 Closed
TI
591
Trexquant Investment
Connecticut
– – -21,567 Closed
GLA
592
Good Life Advisors
Pennsylvania
– – -20,973 Closed
AP
593
Americana Partners
Texas
– – -18,300 Closed
Marshall Wace
594
Marshall Wace
United Kingdom
– – -17,734 Closed
OQS
595
Occudo Quantitative Strategies
Florida
– – -16,957 Closed
BCM
596
Bayesian Capital Management
New York
– – -12,800 Closed
ESCM
597
Echo Street Capital Management
New York
– – -11,533 Closed
Mackenzie Financial
598
Mackenzie Financial
Ontario, Canada
– – -11,102 Closed
SHA
599
Seneca House Advisors
Virginia
– – -10,533 Closed
QT
600
Quantamental Technologies
New York
– – -9,530 Closed
22 23
24
25 26