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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 %
I
626
InceptionR
California
– – -22,206 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
627
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -20,522 Closed
MCC
628
Money Concepts Capital
Florida
– – -20,032 Closed
TBA
629
Tower Bridge Advisors
Pennsylvania
– – -18,848 Closed
CFO
630
Colony Family Offices
North Carolina
– – -18,735 Closed
JFG
631
Jefferies Financial Group
New York
– – -18,400 Closed
WBC
632
Westpac Banking Corp
Australia
– – -17,600 Closed
MFS
633
Mirabella Financial Services
United Kingdom
– – -17,066 Closed
Wellington Management Group
634
Wellington Management Group
Massachusetts
– – -17,054 Closed
BC
635
Bridgefront Capital
Texas
– – -12,404 Closed
ACM
636
Acrisure Capital Management
Texas
– – -11,790 Closed
GCP
637
GSA Capital Partners
United Kingdom
– – -10,830 Closed
FRM
638
Fox Run Management
Connecticut
– – -10,752 Closed
ASN
639
Advisory Services Network
Georgia
– – -10,598 Closed
OPS
640
Orion Portfolio Solutions
Nebraska
– – -8,950 Closed
BCI
641
Brinker Capital Investments
Pennsylvania
– – -8,950 Closed
TCM
642
Teza Capital Management
Illinois
– – -8,714 Closed
AWA
643
Aaron Wealth Advisors
Illinois
– – -8,388 Closed
MAS
644
Meeder Advisory Services
Ohio
– – -8,142 Closed
MM
645
MQS Management
New York
– – -8,090 Closed
PI
646
PEAK6 Investments
Illinois
– – -7,894 Closed
HI
647
Humankind Investments
New York
– – -7,894 Closed
AWM
648
Apollon Wealth Management
South Carolina
– – -7,724 Closed
WA
649
Wealthstar Advisors
Texas
– – -7,331 Closed
BRWA
650
B. Riley Wealth Advisors
Florida
– – -7,121 Closed
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26
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