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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 %
PTC
651
Petrus Trust Company
Texas
– – -6,938 Closed
Walleye Trading
652
Walleye Trading
New York
– – -6,839 Closed
CAM
653
Cozad Asset Management
Illinois
– – -5,943 Closed
CCM
654
Coldstream Capital Management
Washington
– – -5,863 Closed
Wealth Enhancement Advisory Services
655
Wealth Enhancement Advisory Services
Minnesota
– – -5,841 Closed
BL
656
Balentine LLC
Georgia
– – -5,826 Closed
MSFS
657
Main Street Financial Solutions
Pennsylvania
– – -5,420 Closed
PD
658
Planning Directions
Pennsylvania
– – -5,380 Closed
SFS
659
Sowell Financial Services
Arkansas
– – -5,310 Closed
GW
660
GW & Wade
Massachusetts
– – -5,003 Closed
JFGIW
661
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -5,000 Closed
THWM
662
Taylor Hoffman Wealth Management
Virginia
– – -4,918 Closed
IIC
663
Ironwood Investment Counsel
Arizona
– – -4,889 Closed
MCCA
664
Mill Creek Capital Advisors
Pennsylvania
– – -4,881 Closed
CG
665
Colony Group
Massachusetts
– – -4,829 Closed
AWM
666
Accel Wealth Management
Iowa
– – -4,789 Closed
FB
667
Fulton Bank
Pennsylvania
– – -4,775 Closed
CCFCSB
668
Cape Cod Five Cents Savings Bank
Massachusetts
– – -4,700 Closed
BP
669
Ballentine Partners
Massachusetts
– – -4,626 Closed
RWMG
670
Redwood Wealth Management Group
New Jersey
– – -4,596 Closed
HCM
671
Howland Capital Management
Massachusetts
– – -4,595 Closed
Schroder Investment Management Group
672
Schroder Investment Management Group
United Kingdom
– – -4,592 Closed
CSPAM
673
Cary Street Partners Asset Management
Virginia
– – -4,213 Closed
GFWA
674
Grey Fox Wealth Advisors
Delaware
– – -3,963 Closed
WSCM
675
Wellington Shields Capital Management
New York
– – -1,666 Closed
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