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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 %
JPMPWA
601
J.P. Morgan Private Wealth Advisors
California
– – -8,836 Closed
Twin Tree Management
602
Twin Tree Management
Texas
– – -7,754 Closed
BPC
603
Banque Pictet & Cie
Switzerland
– – -7,591 Closed
V
604
Veritable
Delaware
– – -7,541 Closed
VF
605
Virtu Financial
New York
– – -7,468 Closed
SBH
606
Segall Bryant & Hamill
Illinois
– – -7,421 Closed
CWM
607
CCG Wealth Management
California
– – -7,034 Closed
CB
608
Commerce Bank
Missouri
– – -6,921 Closed
DWP
609
Daymark Wealth Partners
Ohio
– – -6,418 Closed
UCFA
610
United Capital Financial Advisors
Texas
– – -6,260 Closed
BAM
611
Blueshift Asset Management
New Jersey
– – -6,106 Closed
SG
612
StoneX Group
New York
– – -6,033 Closed
CC
613
Corton Capital
Ontario, Canada
– – -6,028 Closed
MWP
614
Meridian Wealth Partners
Pennsylvania
– – -5,964 Closed
CWM
615
Cordatus Wealth Management
Pennsylvania
– – -5,921 Closed
VIM
616
Vinva Investment Management
Australia
– – -5,860 Closed
DWT
617
Dorsey & Whitney Trust
South Dakota
– – -5,754 Closed
API
618
Advisor Partners II
California
– – -5,673 Closed
CCG
619
Capital CS Group
California
– – -5,671 Closed
LBC
620
Lowe Brockenbrough & Co
Virginia
– – -5,650 Closed
BSW
621
Buckingham Strategic Wealth
Missouri
– – -5,552 Closed
BCA
622
Bay Colony Advisors
Massachusetts
– – -5,535 Closed
BMSSC
623
B. Metzler seel. Sohn & Co
Germany
– – -5,449 Closed
RMDI
624
R.M. Davis Inc
Maine
– – -5,433 Closed
GT
625
Glenview Trust
Kentucky
– – -5,392 Closed
23 24
25
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