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Essential Utilities
WTRG

Overview Fund Activity

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M

Top Buyers

1
Amundi
1
Amundi
France
$312M
2
Cohen & Steers
2
Cohen & Steers
New York
$110M
3
Millennium Management
3
Millennium Management
New York
$43.7M
4
BlackRock
4
BlackRock
New York
$1.32B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$17.2M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$5.99M
2
Norges Bank
2
Norges Bank
Norway
$127M
3
Citadel Advisors
3
Citadel Advisors
Florida
$30.2K
4
State Street
4
State Street
Massachusetts
$607M
5
Macquarie Group
5
Macquarie Group
Australia
$41.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
76
LPL Financial
California
$9.57M 219,332 +121,119 +123%
CF
77
Covea Finance
France
$9.54M 218,507 +21,000 +11%
Victory Capital Management
78
Victory Capital Management
Texas
$9.51M 217,915 -129,838 -37%
Barclays
79
Barclays
United Kingdom
$9.48M 217,200 +15,456 +8%
TPSF
80
Texas Permanent School Fund
Texas
$9.34M 214,053 +53,588 +33%
First Manhattan
81
First Manhattan
New York
$9.01M 206,442 -30,078 -13%
CS
82
Candriam SCA
Luxembourg
$8.85M 220,222 +158,566 +257%
CI
83
Cambiar Investors
Colorado
$8.82M 201,981 +14,310 +8%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$8.65M 198,207 -2,626 -1%
CT
85
Cambridge Trust
Massachusetts
$8.64M 197,855 -3,483 -2%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$8.61M 197,395 +81,337 +70%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$8.39M 192,218 -2,227 -1%
MOACM
88
Mutual of America Capital Management
New York
$8.38M 191,910 -4,033 -2%
HAI
89
Hennessy Advisors Inc
California
$8.25M 189,100 – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$8.16M 186,910 +481 +0.3%
Swedbank
91
Swedbank
Sweden
$8.14M 186,475 -1,300 -0.7%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.95M 182,200 -7,888 -4%
MAM
93
Magellan Asset Management
Australia
$7.91M 181,201 -3,169 -2%
FNFDCM
94
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.47M 171,018 -714 -0.4%
MYAM
95
Meiji Yasuda Asset Management
Japan
$7.46M 170,985 +164,075 +2,374%
BNP Paribas Asset Management
96
BNP Paribas Asset Management
France
$7.22M 165,323 -124,781 -43%
TCA
97
Tortoise Capital Advisors
Kansas
$7.13M 163,240 -2,595 -2%
AB
98
Amalgamated Bank
New York
$7.11M 162,801 -11,046 -6%
CCM
99
Cinctive Capital Management
New York
$6.99M 160,062 +51,010 +47%
WFG
100
Wills Financial Group
Virginia
$6.88M 157,683 +4,133 +3%
2 3
4
5 6