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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 %
SWA
601
Sutton Wealth Advisors
Florida
$2.36K 59 – –
WWP
602
WR Wealth Planners
Missouri
$2K 50 – –
CSC
603
Caldwell Sutter Capital
California
$2K 50 +50 New
CFS
604
CGC Financial Services
Oregon
$1.66K 42 +42 New
HCP
605
Hexagon Capital Partners
Arkansas
$1.56K 39 +14 +56%
NFSG
606
Newbridge Financial Services Group
Florida
$1.04K 26 – –
AW
607
Avion Wealth
Texas
$1K 28 -10 -26%
VNA
608
Valley National Advisers
Pennsylvania
$1K 20 – –
TFA
609
Transamerica Financial Advisors
Florida
$1K 1 – –
WAS
610
Winch Advisory Services
Wisconsin
$1K 25 – –
UIA
611
Ulland Investment Advisors
Minnesota
$1K 30 – –
VF
612
VitalStone Financial
Texas
$1K 27 +27 New
2L
613
25 LLC
Missouri
$995 24 +24 New
SIC
614
SJS Investment Consulting
Ohio
$918 23 -5 -18%
FFA
615
Farther Finance Advisors
California
$758 19 -37 -66%
PFBT
616
Parkside Financial Bank & Trust
Missouri
$639 16 +6 +60%
PFP
617
Pinnacle Financial Partners
Tennessee
$479 12 – –
EWA
618
EverSource Wealth Advisors
Alabama
$399 10 – –
TWD
619
True Wealth Design
Ohio
$240 6 – –
CMA
620
Cedar Mountain Advisors
Oregon
$123 3 +1 +50%
HF
621
HRT Financial
New York
– – -248,156 Closed
QT
622
Quantbot Technologies
New York
– – -79,525 Closed
SO
623
STRS Ohio
Ohio
– – -41,815 Closed
Tudor Investment Corp
624
Tudor Investment Corp
Connecticut
– – -36,216 Closed
NP
625
Ninepoint Partners
Ontario, Canada
– – -25,771 Closed
23 24
25
26 27