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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.

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 %
BIA
601
Bell Investment Advisors
California
$1.64K -$4.6K -123 -74%
S
602
Sachetta
Massachusetts
$1.27K +$1.27K +34 New
EC
603
EdgeRock Capital
Colorado
$1.16K +$1.16K +32 New
DPW
604
DiNuzzo Private Wealth
Pennsylvania
$1.01K +$1.01K +27 New
AW
605
Avion Wealth
Texas
$1K -$1.54K -43 -61%
TFA
606
Transamerica Financial Advisors
Florida
$1K – – –
UIA
607
Ulland Investment Advisors
Minnesota
$1K – – –
NFSG
608
Newbridge Financial Services Group
Florida
$971 – – –
SIC
609
SJS Investment Consulting
Ohio
$822 +$149 +4 +22%
TPCW
610
TD Private Client Wealth
New York
$784 -$84.6K -2,265 -99%
TAM
611
Tucker Asset Management
Colorado
$784 – – –
FDCP
612
Foster Dykema Cabot & Partners
Massachusetts
$523 +$523 +14 New
AGWCA
613
Annis Gardner Whiting Capital Advisors
Florida
$449 +$449 +12 New
MCM
614
MV Capital Management
Maryland
$449 +$449 +12 New
AssetMark Inc
615
AssetMark Inc
California
$374 +$374 +10 New
CA
616
Crewe Advisors
Utah
$299 +$299 +8 New
CMA
617
Cedar Mountain Advisors
Oregon
$216 +$72 +2 +50%
RS
618
Rakuten Securities
Japan
$112 +$112 +3 New
FGAM
619
Financial Gravity Asset Management
Texas
$30 -$14 – –
LIP
620
Lighthouse Investment Partners
Florida
– -$13.2M -383,363 Closed
BBL
621
Beck Bode LLC
Massachusetts
– -$8.03M -233,847 Closed
EFH
622
Eaton Financial Holdings
Florida
– -$5.36M -156,140 Closed
D.E. Shaw & Co
623
D.E. Shaw & Co
New York
– -$4.16M -121,152 Closed
ECM
624
Element Capital Management
New York
– -$3.89M -113,186 Closed
NC
625
NewSquare Capital
Pennsylvania
– -$3.42M -99,704 Closed
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25
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