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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
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$72.3M

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 Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$17.5M 468,378 +20,099 +4%
ZP
52
Zimmer Partners
New York
$17.3M 464,020 -5,713,568 -92%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.1M 458,642 +9,122 +2%
Barclays
54
Barclays
United Kingdom
$16.5M 442,393 +205,988 +87%
Bank of America
55
Bank of America
North Carolina
$16.5M 442,279 -47,457 -10%
Millennium Management
56
Millennium Management
New York
$16.5M 440,889 +52,954 +14%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$16M 429,706 -8,877 -2%
Ameriprise
58
Ameriprise
Minnesota
$15.8M 422,290 +16,986 +4%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$15.4M 413,348 -22,657 -5%
IG
60
ING Group
Netherlands
$15.1M 404,200 +404,200 New
Aberdeen Group
61
Aberdeen Group
United Kingdom
$15M 400,996 -568 -0.1%
CS
62
Credit Suisse
Switzerland
$14.9M 397,967 +11,701 +3%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$13.4M 358,856 +10,913 +3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$13.2M 353,277 -19,426 -5%
Wells Fargo
65
Wells Fargo
California
$13.1M 351,274 -17,865 -5%
DekaBank Deutsche Girozentrale
66
DekaBank Deutsche Girozentrale
Germany
$13.1M 352,142 +97,689 +38%
AIG
67
American International Group
New York
$12.7M 339,396 -3,448 -1%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$11.9M 318,998 +1,912 +0.6%
CI
69
Cambiar Investors
Colorado
$11.3M 303,518 +75,708 +33%
Allianz Asset Management
70
Allianz Asset Management
Germany
$10.2M 274,213 +198,350 +261%
KBC Group
71
KBC Group
Belgium
$10.2M 272,735 +11,821 +5%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$10M 268,303 +38 +0%
NIG
73
NFJ Investment Group
Texas
$9.73M 260,524 +10,661 +4%
LPL Financial
74
LPL Financial
California
$9.68M 259,174 +23,333 +10%
Victory Capital Management
75
Victory Capital Management
Texas
$9.61M 257,263 +26,197 +11%
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