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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 %
Stifel Financial
101
Stifel Financial
Missouri
$5.56M 139,288 +1,129 +0.8%
KBC Group
102
KBC Group
Belgium
$5.51M 138,156 -10,126 -7%
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$5.41M 135,556 -29,767 -18%
HPC
104
HM Payson & Co
Maine
$5.38M 134,810 +807 +0.6%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$5.38M 134,795 +63,385 +89%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$5.22M 130,709 – –
ECM
107
Element Capital Management
New York
$5.17M 129,591 +129,591 New
FNBTCON
108
First National Bank & Trust Co of Newtown
Pennsylvania
$4.98M 124,823 -2,191 -2%
PAG
109
Private Advisor Group
New Jersey
$4.98M 123,069 -3,196 -3%
Axa
110
Axa
France
$4.96M 124,273 +15,073 +14%
AIP
111
Ameritas Investment Partners
Nebraska
$4.94M 123,714 -626 -0.5%
FTC
112
Farmers Trust Company
Ohio
$4.78M 119,888 +252 +0.2%
YCM
113
Yousif Capital Management
Michigan
$4.78M 119,729 -3,264 -3%
MSV
114
MN Services Vermogensbeheer
Netherlands
$4.76M 119,300 +2,000 +2%
GAM
115
Gotham Asset Management
New York
$4.75M 118,940 +72,366 +155%
RJA
116
Raymond James & Associates
Florida
$4.63M 115,946 -104,264 -47%
CAM
117
Costello Asset Management
Pennsylvania
$4.53M 113,575 +35,205 +45%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.45M 111,484 -5,131 -4%
FNC
119
First National Corp
Massachusetts
$4.42M 110,655 +7,519 +7%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$4.31M 107,978 +3,006 +3%
Brown Advisory
121
Brown Advisory
Maryland
$4.27M 107,043 -675 -0.6%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$4.23M 106,098 +4,930 +5%
GC
123
Guggenheim Capital
Illinois
$4.23M 106,023 -6,237 -6%
SLA
124
Silver Lake Advisory
Utah
$4.21M 105,604 -596 -0.6%
Mitsubishi UFJ Asset Management
125
Mitsubishi UFJ Asset Management
Japan
$4.08M 102,127 +13,332 +15%
3 4
5
6 7