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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 %
TPSF
76
Texas Permanent School Fund
Texas
$8.45M 211,743 -2,310 -1%
LPL Financial
77
LPL Financial
California
$8.24M 206,469 -12,863 -6%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$8.03M 201,079 +117,592 +141%
ECM
79
ExodusPoint Capital Management
New York
$8.02M 200,971 -167,899 -46%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$7.86M 196,907 -1,300 -0.7%
First Manhattan
81
First Manhattan
New York
$7.8M 195,514 -10,928 -5%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$7.76M 185,229 -1,681 -0.9%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$7.64M 191,505 -713 -0.4%
Swedbank
84
Swedbank
Sweden
$7.6M 190,388 +3,913 +2%
MAM
85
Magellan Asset Management
Australia
$7.54M 188,972 +7,771 +4%
HAI
86
Hennessy Advisors Inc
California
$7.3M 182,900 -6,200 -3%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.06M 176,833 -5,367 -3%
FNFDCM
88
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.01M 175,629 +4,611 +3%
MOACM
89
Mutual of America Capital Management
New York
$6.99M 175,044 -16,866 -9%
MYAM
90
Meiji Yasuda Asset Management
Japan
$6.96M 174,406 +3,421 +2%
Impax Asset Management Group
91
Impax Asset Management Group
United Kingdom
$6.58M 164,906 +27,586 +20%
SEI Investments
92
SEI Investments
Pennsylvania
$6.51M 163,228 -58,569 -26%
Victory Capital Management
93
Victory Capital Management
Texas
$6.44M 161,409 -56,506 -26%
WFG
94
Wills Financial Group
Virginia
$6.35M 159,148 +1,465 +0.9%
AB
95
Amalgamated Bank
New York
$6.31M 158,074 -4,727 -3%
TCA
96
Tortoise Capital Advisors
Kansas
$6.17M 154,535 -8,705 -5%
MIM
97
MetLife Investment Management
New Jersey
$5.76M 144,224 -1,989 -1%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$5.75M 144,020 +144,020 New
SCM
99
Shelton Capital Management
Colorado
$5.66M 141,853 +130,000 +1,097%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$5.62M 140,753 -5,947 -4%
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4
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