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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.

New
Increased
Maintained
Reduced
Closed
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 %
GKIM
576
GW&K Investment Management
Massachusetts
$9K +$3.78K +105 +72%
FHA
577
First Horizon Advisors
Tennessee
$8.1K +$7.92K +212 +4,240%
SC
578
SouthState Corp
Florida
$7.51K – – –
GJIA
579
Glass Jacobson Investment Advisors
Maryland
$7.47K – – –
GGI
580
Godsey & Gibb Inc
Virginia
$7.02K – – –
TSW
581
Thompson Siegel & Walmsley
Virginia
$7K – – –
RIM
582
Rakuten Investment Management
Japan
$6.78K +$6.78K +180 New
TCWA
583
Turtle Creek Wealth Advisors
Texas
$6.28K +$6.28K +168 New
SSB
584
Sandy Spring Bank
Maryland
$6.13K -$20.7K -554 -77%
NECFA
585
New England Capital Financial Advisors
Connecticut
$5.86K -$336 -9 -5%
MCA
586
Maryland Capital Advisors
Maryland
$5.6K – – –
IUHSA
587
Itau Unibanco Holding S.A.
Brazil
$5.23K -$6.13K -164 -54%
CFD
588
Creative Financial Designs
Indiana
$5.06K -$3.18K -85 -39%
IGWM
589
ICA Group Wealth Management
Colorado
$4.67K +$4.67K +125 New
AAP
590
Arax Advisory Partners
Colorado
$4.3K +$4.3K +115 New
VCM
591
Versant Capital Management
Arizona
$4.26K +$448 +12 +12%
MAWCM
592
Mine & Arao Wealth Creation & Management
California
$4.22K – – –
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$3.88K -$19K -510 -83%
CP
594
Castleview Partners
Texas
$3.47K +$3.47K +93 New
BMC
595
Bear Mountain Capital
Washington
$3.25K +$3.25K +86 New
TCM
596
Tradewinds Capital Management
Washington
$2.73K +$37 +1 +1%
VWM
597
Venturi Wealth Management
Texas
$2.65K +$37 +1 +1%
HCP
598
Hexagon Capital Partners
Arkansas
$2.35K -$934 -25 -28%
B
599
Birchbrook
Maine
$1.91K +$1.91K +51 New
ZB
600
Zions Bancorporation
Utah
$1.68K +$1.68K +45 New
22 23
24
25 26