WTRG icon

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 %
WSC
676
Wellington Shields & Co
New York
– – -1,666 Closed
LWCFA
677
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -1,400 Closed
OCM
678
Orion Capital Management
California
– – -1,125 Closed
OHWA
679
Oak Hill Wealth Advisors
Virginia
– – -1,000 Closed
MFG
680
Mendota Financial Group
Wisconsin
– – -843 Closed
LTI
681
Laffer Tengler Investments
Tennessee
– – -772 Closed
APW
682
Atlantic Private Wealth
North Carolina
– – -647 Closed
BF
683
BOK Financial
Oklahoma
– – -609 Closed
AAS
684
Ameritas Advisory Services
Nebraska
– – -527 Closed
RWM
685
Ruedi Wealth Management
Illinois
– – -444 Closed
CHC
686
City Holding Co
West Virginia
– – -414 Closed
MWM
687
Mascoma Wealth Management
New Hampshire
– – -407 Closed
BAM
688
Byrne Asset Management
New Jersey
– – -345 Closed
TWA
689
TCI Wealth Advisors
Arizona
– – -297 Closed
Loomis, Sayles & Company
690
Loomis, Sayles & Company
Massachusetts
– – -228 Closed
MC
691
Machina Capital
France
– – -180 Closed
EI
692
Ellevest Inc
New York
– – -180 Closed
WIM
693
Westside Investment Management
California
– – -156 Closed
LFG
694
Larson Financial Group
Missouri
– – -138 Closed
BSB
695
Bangor Savings Bank
Maine
– – -64 Closed
SFG
696
Steward Financial Group
Texas
– – -61 Closed
SC
697
Schubert & Co
Texas
– – -43 Closed
AWM
698
Avior Wealth Management
Nebraska
– – -17 Closed
PVH
699
Psagot Value Holdings
Israel
$0 4 -8 -67%
Comerica Bank
700
Comerica Bank
Texas
– – – –
25 26 27
28
29