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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 %
Squarepoint
626
Squarepoint
New York
– -$3.02M -87,984 Closed
DA
627
Duality Advisers
Florida
– -$2.24M -65,117 Closed
YIH
628
Y-Intercept (HK)
Hong Kong
– -$1.78M -51,929 Closed
SFI
629
Susquehanna Fundamental Investments
Pennsylvania
– -$1.78M -51,820 Closed
CSS
630
Cubist Systematic Strategies
Connecticut
– -$1.31M -38,195 Closed
QT
631
Quantbot Technologies
New York
– -$1.29M -37,582 Closed
BA
632
Bridgewater Associates
Connecticut
– -$1.27M -36,921 Closed
IEFM
633
IQ EQ Fund Management
Ireland
– -$936K -27,257 Closed
ACM
634
AlphaStar Capital Management
North Carolina
– -$860K -25,038 Closed
TCM
635
Teza Capital Management
Illinois
– -$775K -22,572 Closed
Walleye Capital
636
Walleye Capital
New York
– -$666K -19,390 Closed
MUAMU
637
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$481K -14,000 Closed
QC
638
Quadrature Capital
United Kingdom
– -$470K -13,675 Closed
GCM
639
Graham Capital Management
Connecticut
– -$464K -13,519 Closed
BC
640
Brookfield Corp
Ontario, Canada
– -$352K -10,250 Closed
PFS
641
Prospera Financial Services
Texas
– -$347K -10,114 Closed
FEM
642
Fulcrum Equity Management
Texas
– -$340K -9,909 Closed
PL
643
Perpetual Ltd
Australia
– -$333K -9,688 Closed
CCFCSB
644
Cape Cod Five Cents Savings Bank
Massachusetts
– -$323K -9,412 Closed
TPW
645
Tiller Private Wealth
Pennsylvania
– -$233K -6,778 Closed
DP
646
Dearborn Partners
Illinois
– -$225K -6,565 Closed
GW
647
GW & Wade
Massachusetts
– -$220K -6,400 Closed
OWP
648
Obermeyer Wealth Partners
Colorado
– -$218K -6,350 Closed
FB
649
Fulton Bank
Pennsylvania
– -$216K -6,286 Closed
CSPIA
650
Cary Street Partners Investment Advisory
Virginia
– -$167K -4,875 Closed
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