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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 %
Barclays
76
Barclays
United Kingdom
$8.12M 236,405 -44,689 -16%
LPL Financial
77
LPL Financial
California
$8.1M 235,841 +29,372 +14%
BBL
78
Beck Bode LLC
Massachusetts
$8.03M 233,847 +233,847 New
Victory Capital Management
79
Victory Capital Management
Texas
$7.93M 231,066 +69,657 +43%
CI
80
Cambiar Investors
Colorado
$7.82M 227,810 +6,289 +3%
MSRPS
81
Maryland State Retirement & Pension System
Maryland
$7.56M 220,115 -52,180 -19%
SEI Investments
82
SEI Investments
Pennsylvania
$7.25M 211,052 +47,824 +29%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.23M 210,487 +33,654 +19%
TPSF
84
Texas Permanent School Fund
Texas
$7.09M 206,581 -5,162 -2%
First Manhattan
85
First Manhattan
New York
$6.99M 203,690 +8,176 +4%
CS
86
Candriam SCA
Luxembourg
$6.96M 202,879 +135,292 +200%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$6.89M 182,555 -2,674 -1%
MAM
88
Magellan Asset Management
Australia
$6.78M 197,487 +8,515 +5%
Swedbank
89
Swedbank
Sweden
$6.71M 195,488 +5,100 +3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$6.55M 190,768 -737 -0.4%
Impax Asset Management Group
91
Impax Asset Management Group
United Kingdom
$6.44M 187,697 +22,791 +14%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$6.36M 185,351 -15,728 -8%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$6.35M 184,848 -255,752 -58%
HAI
94
Hennessy Advisors Inc
California
$6.26M 182,300 -600 -0.3%
FAF
95
Fjarde Ap-fonden
Sweden
$6.21M 181,020 -104,166 -37%
FNFDCM
96
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.21M 181,004 +5,375 +3%
Stifel Financial
97
Stifel Financial
Missouri
$6.13M 178,677 +39,389 +28%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$6.11M 178,047 -18,860 -10%
MYAM
99
Meiji Yasuda Asset Management
Japan
$5.76M 167,845 -6,561 -4%
BTW
100
Boston Trust Walden
Massachusetts
$5.58M 162,493 +162,493 New
2 3
4
5 6