WTRG icon

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 %
USCWA
626
U.S. Capital Wealth Advisors
Texas
$2.96K +$2.96K +62 New
SC
627
Schubert & Co
Texas
$2.63K -$143 -3 -5%
DFCM
628
Dark Forest Capital Management
Puerto Rico
$1.91K +$1.91K +40 New
HCP
629
Hexagon Capital Partners
Arkansas
$1.53K -$1.29K -27 -46%
SIC
630
SJS Investment Consulting
Ohio
$1.19K +$525 +11 +79%
FHA
631
First Horizon Advisors
Tennessee
$1.15K -$10K -210 -90%
AW
632
Avion Wealth
Texas
$1K – – –
WAS
633
Winch Advisory Services
Wisconsin
$1K – – –
SC
634
Sierra Capital
Florida
$1K – – –
UIA
635
Ulland Investment Advisors
Minnesota
$1K – – –
SFG
636
Steward Financial Group
Texas
$1K +$1K +40 New
AWM
637
Avior Wealth Management
Nebraska
$825 – – –
TCWA
638
Ten Capital Wealth Advisors
Washington
$811 +$811 +17 New
FGAM
639
Financial Gravity Asset Management
Texas
$658 +$658 +48 New
PFP
640
Pinnacle Financial Partners
Tennessee
$573 +$573 +12 New
FFA
641
Farther Finance Advisors
California
$573 +$573 +12 New
PFBT
642
Parkside Financial Bank & Trust
Missouri
$477 – – –
TAM
643
Tucker Asset Management
Colorado
$436 – – –
MPCL
644
My Personal CFO LLC
Washington
$382 +$382 +8 New
MYAM
645
Meiji Yasuda Asset Management
Japan
$330 +$10 +210 +3%
TWD
646
True Wealth Design
Ohio
$286 +$286 +6 New
CMA
647
Cedar Mountain Advisors
Oregon
$44 +$44 +1 New
WIM
648
Westside Investment Management
California
$7 – – –
ECP
649
Electron Capital Partners
New York
– -$29.3M -708,649 Closed
Balyasny Asset Management
650
Balyasny Asset Management
Illinois
– -$26.7M -645,930 Closed
24 25
26
27 28