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Essential Utilities
WTRG

Overview Fund Activity

578 hedge funds and large institutions have $6.85B invested in Essential Utilities in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 206 reducing their positions, and 74 closing their positions.

Holders
578
Holders Change
-44
Holders Change %
-7.07%
% of All Funds
9.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
220
Reduced
206
Closed
74
Calls
$1.18M
Puts
$9.99M
Net Calls
-$8.81M
Net Calls Change
-$12.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$210M
2
ZP
2
Zimmer Partners
New York
$212M
3
Citadel Advisors
3
Citadel Advisors
Florida
$66.3M
4
Fidelity International
4
Fidelity International
Bermuda
$34.3M
5
BlackRock
5
BlackRock
New York
$1.06B

Top Sellers

1
State Street
1
State Street
Massachusetts
$455M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$2.6M
3
Macquarie Group
3
Macquarie Group
Australia
$35M
4
Aviva
4
Aviva
United Kingdom
$4.66M
5
Zurich Cantonal Bank
5
Zurich Cantonal Bank
Switzerland
$9.62M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$15.4M 448,279 -52,187 -10%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$15.1M 438,583 +22,152 +5%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$15M 436,005 -36,613 -8%
Ameriprise
54
Ameriprise
Minnesota
$13.9M 405,304 +34,533 +9%
Aberdeen Group
55
Aberdeen Group
United Kingdom
$13.8M 401,564 +73,766 +23%
Millennium Management
56
Millennium Management
New York
$13.3M 387,935 -231,094 -37%
CS
57
Credit Suisse
Switzerland
$13.3M 386,266 -8,846 -2%
LIP
58
Lighthouse Investment Partners
Florida
$13.2M 383,363 +383,363 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$12.8M 372,703 +9,386 +3%
Korea Investment Corp
60
Korea Investment Corp
South Korea
$12.7M 369,456 -7,805 -2%
Wells Fargo
61
Wells Fargo
California
$12.7M 369,139 +12,483 +4%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$11.9M 347,943 -6,199 -2%
AIG
63
American International Group
New York
$11.8M 342,844 -20,054 -6%
N
64
Natixis
France
$11.4M 331,108 +59,712 +22%
UBS Group
65
UBS Group
Switzerland
$11.3M 329,626 -38,821 -11%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M 317,086 +18,382 +6%
AQR Capital Management
67
AQR Capital Management
Connecticut
$10.9M 316,747 -90,274 -22%
Zurich Cantonal Bank
68
Zurich Cantonal Bank
Switzerland
$9.62M 280,258 -266,712 -49%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$9.21M 268,265 +360 +0.1%
KBC Group
70
KBC Group
Belgium
$8.96M 260,914 +122,758 +89%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$8.92M 259,786 -8,621 -3%
DekaBank Deutsche Girozentrale
72
DekaBank Deutsche Girozentrale
Germany
$8.59M 254,453 -103,190 -29%
NIG
73
NFJ Investment Group
Texas
$8.58M 249,863 +249,863 New
Russell Investments Group
74
Russell Investments Group
United Kingdom
$8.2M 239,277 +15,097 +7%
Assenagon Asset Management
75
Assenagon Asset Management
Luxembourg
$8.17M 238,027 +227,864 +2,242%
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