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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 %
AWM
601
Accurate Wealth Management
Florida
$12.3K +$12.3K +251 New
TWC
602
TD Waterhouse Canada
Ontario, Canada
$11.3K – – –
NL
603
NVWM LLC
Pennsylvania
$10.6K -$48 -1 -0.5%
SWM
604
Spire Wealth Management
Virginia
$10K – – –
OCM
605
Osterweis Capital Management
California
$9.83K – – –
SC
606
SouthState Corp
Florida
$9.59K – – –
GJIA
607
Glass Jacobson Investment Advisors
Maryland
$9.55K +$9.55K +200 New
TSW
608
Thompson Siegel & Walmsley
Virginia
$9K – – –
GGI
609
Godsey & Gibb Inc
Virginia
$8.97K +$8.97K +188 New
GRP
610
Global Retirement Partners
California
$7.41K -$5.02K -105 -40%
MCA
611
Maryland Capital Advisors
Maryland
$7.16K – – –
GKIM
612
GW&K Investment Management
Massachusetts
$7K – – –
LSA
613
Lansing Street Advisors
Pennsylvania
$6.76K +$95 +2 +1%
LFG
614
Larson Financial Group
Missouri
$6.59K – – –
IGWM
615
ICA Group Wealth Management
Colorado
$5.97K +$5.97K +125 New
VCM
616
Versant Capital Management
Arizona
$5.49K -$286 -6 -5%
MAWCM
617
Mine & Arao Wealth Creation & Management
California
$5.39K +$48 +1 +0.9%
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$5.11K -$143 -3 -3%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$5K -$1.76K -37 -26%
BIA
620
Bell Investment Advisors
California
$4.96K -$5.49K -115 -53%
CS
621
Comerica Securities
Michigan
$3.92K +$3.92K +82 New
RTL
622
Red Tortoise LLC
Georgia
$3.77K +$3.77K +79 New
GWS
623
Glassman Wealth Services
Virginia
$3.58K +$430 +9 +14%
CMP
624
Coston McIsaac & Partners
Maine
$3.54K +$331 +6,926 +10%
TCM
625
Tradewinds Capital Management
Washington
$3.38K +$48 +1 +1%
23 24
25
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