WTRG icon

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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$9.5M 254,448 -5,338 -2%
CS
77
Candriam SCA
Luxembourg
$9.14M 244,680 +41,801 +21%
AQR Capital Management
78
AQR Capital Management
Connecticut
$8.9M 238,288 -78,459 -25%
MSRPS
79
Maryland State Retirement & Pension System
Maryland
$8.58M 229,622 +9,507 +4%
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$8.26M 221,102 -59,156 -21%
Impax Asset Management Group
81
Impax Asset Management Group
United Kingdom
$8.24M 220,590 +32,893 +18%
TPSF
82
Texas Permanent School Fund
Texas
$8.11M 217,008 +10,427 +5%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.89M 211,272 +785 +0.4%
MAM
84
Magellan Asset Management
Australia
$7.46M 199,790 +2,303 +1%
BTW
85
Boston Trust Walden
Massachusetts
$7.4M 198,172 +35,679 +22%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$7.35M 196,873 +6,105 +3%
Swedbank
87
Swedbank
Sweden
$7.35M 196,788 +1,300 +0.7%
First Manhattan
88
First Manhattan
New York
$7.25M 194,183 -9,507 -5%
FNFDCM
89
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.98M 186,922 +5,918 +3%
HAI
90
Hennessy Advisors Inc
California
$6.81M 182,300 – –
Nomura Asset Management
91
Nomura Asset Management
Japan
$6.69M 179,142 +117,882 +192%
Stifel Financial
92
Stifel Financial
Missouri
$6.66M 178,243 -434 -0.2%
SEI Investments
93
SEI Investments
Pennsylvania
$6.34M 169,810 -41,242 -20%
MYAM
94
Meiji Yasuda Asset Management
Japan
$6.32M 169,138 +1,293 +0.8%
GCM
95
Greenland Capital Management
New York
$6.24M 167,180 +22,406 +15%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$6.1M 163,342 +141,699 +655%
SCM
97
Shelton Capital Management
Colorado
$6.01M 160,869 +19,650 +14%
WFG
98
Wills Financial Group
Virginia
$5.94M 158,915 +486 +0.3%
Holocene Advisors
99
Holocene Advisors
New York
$5.92M 158,585 +23,664 +18%
GAM
100
Gotham Asset Management
New York
$5.92M 158,374 +140,525 +787%
2 3
4
5 6