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Essential Utilities
WTRG

Overview Fund Activity

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.41B
2
State Street
2
State Street
Massachusetts
$706M
3
Citadel Advisors
3
Citadel Advisors
Florida
$64.3M
4
ZP
4
Zimmer Partners
New York
$98.1M
5
Amundi
5
Amundi
France
$289M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$19.7M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.35M
3
Norges Bank
3
Norges Bank
Norway
$206M
4
ECP
4
Electron Capital Partners
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$9.63M +$1.55M +32,524 +19%
CT
77
Cambridge Trust
Massachusetts
$9.61M -$11.8K -247 -0.1%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$9.59M +$2.82M +59,169 +42%
CF
79
Covea Finance
France
$9.43M – – –
MOACM
80
Mutual of America Capital Management
New York
$9.35M +$214K +4,475 +2%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$9.28M -$23.8K -499 -0.3%
Point72 Asset Management
82
Point72 Asset Management
Connecticut
$9.21M -$854K -17,900 -8%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.07M -$85.6K -1,793 -0.9%
HAI
84
Hennessy Advisors Inc
California
$9.03M -$778K -16,300 -8%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$8.97M -$13.3K -276 -0.1%
Swedbank
86
Swedbank
Sweden
$8.96M +$52.5K +1,100 +0.6%
CI
87
Cambiar Investors
Colorado
$8.96M -$589K -12,349 -6%
MAM
88
Magellan Asset Management
Australia
$8.8M -$352K -7,369 -4%
AB
89
Amalgamated Bank
New York
$8.3M -$53.6K -1,122 -0.6%
FNFDCM
90
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.25M -$24.8K -516 -0.3%
TCA
91
Tortoise Capital Advisors
Kansas
$7.92M -$2.1K -44 -0%
TPSF
92
Texas Permanent School Fund
Texas
$7.66M -$527K -11,047 -6%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$7.63M -$204K -4,268 -3%
CC
94
Coann Capital
Connecticut
$7.52M +$7.52M +157,623 New
WFG
95
Wills Financial Group
Virginia
$7.33M -$89.9K -1,883 -1%
MIM
96
MetLife Investment Management
New Jersey
$7.17M -$138K -2,882 -2%
Stifel Financial
97
Stifel Financial
Missouri
$6.74M -$693K -14,526 -9%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$6.6M – – –
SEI Investments
99
SEI Investments
Pennsylvania
$6.56M -$605K -12,674 -8%
HPC
100
HM Payson & Co
Maine
$6.41M -$38.2K -800 -0.6%
2 3
4
5 6