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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 %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$6.51M 31,186 +5,944 +24%
KBC Group
102
KBC Group
Belgium
$6.47M 148,282 +133,869 +929%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$6.4M 146,700 -13,054 -8%
MIM
104
MetLife Investment Management
New Jersey
$6.38M 146,213 -3,916 -3%
APG Asset Management
105
APG Asset Management
Netherlands
$6.34M 157,681 -166,882 -51%
Stifel Financial
106
Stifel Financial
Missouri
$6.03M 138,159 -3,022 -2%
OQS
107
Occudo Quantitative Strategies
Florida
$6.03M 138,128 +132,910 +2,547%
Impax Asset Management Group
108
Impax Asset Management Group
United Kingdom
$5.99M 137,320 -4,312,030 -97%
HPC
109
HM Payson & Co
Maine
$5.85M 134,003 -326 -0.2%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$5.71M 130,709 -7,589 -5%
SSA
111
Schonfeld Strategic Advisors
New York
$5.61M 128,558 +120,594 +1,514%
FNBTCON
112
First National Bank & Trust Co of Newtown
Pennsylvania
$5.54M 127,014 -1,663 -1%
PAG
113
Private Advisor Group
New Jersey
$5.51M 126,265 +4,390 +4%
AIP
114
Ameritas Investment Partners
Nebraska
$5.43M 124,340 +6,629 +6%
YCM
115
Yousif Capital Management
Michigan
$5.37M 122,993 -790 -0.6%
Citigroup
116
Citigroup
New York
$5.3M 121,318 +11,318 +10%
FTC
117
Farmers Trust Company
Ohio
$5.22M 119,636 +1,111 +0.9%
MSV
118
MN Services Vermogensbeheer
Netherlands
$5.12M 117,300 – –
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.09M 116,615 -14,070 -11%
GC
120
Guggenheim Capital
Illinois
$4.9M 112,260 -14,200 -11%
Axa
121
Axa
France
$4.77M 109,200 -106,574 -49%
Brown Advisory
122
Brown Advisory
Maryland
$4.7M 107,718 -7 -0%
Asset Management One
123
Asset Management One
Japan
$4.68M 107,291 -3,817 -3%
SLA
124
Silver Lake Advisory
Utah
$4.64M 106,200 +214 +0.2%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$4.58M 104,972 +713 +0.7%
3 4
5
6 7