WTRG icon

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 %
WFG
101
Wills Financial Group
Virginia
$5.44M 158,429 -719 -0.5%
MOACM
102
Mutual of America Capital Management
New York
$5.43M 158,036 -17,008 -10%
RJA
103
Raymond James & Associates
Florida
$5.4M 157,440 +41,494 +36%
AB
104
Amalgamated Bank
New York
$5.36M 156,237 -1,837 -1%
EFH
105
Eaton Financial Holdings
Florida
$5.36M 156,140 +156,140 New
TCA
106
Tortoise Capital Advisors
Kansas
$5.31M 154,535 – –
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$5.23M 152,426 +62,900 +70%
SG Americas Securities
108
SG Americas Securities
New York
$5M 145,659 +109,711 +305%
GCM
109
Greenland Capital Management
New York
$4.97M 144,774 +114,944 +385%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$4.94M 143,755 +3,002 +2%
SCM
111
Shelton Capital Management
Colorado
$4.85M 141,219 -634 -0.4%
MIM
112
MetLife Investment Management
New Jersey
$4.79M 139,448 -4,776 -3%
Aviva
113
Aviva
United Kingdom
$4.66M 135,862 -371,501 -73%
Holocene Advisors
114
Holocene Advisors
New York
$4.63M 134,921 +58,667 +77%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$4.49M 130,709 – –
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$4.43M 129,002 -5,793 -4%
FNBTCON
117
First National Bank & Trust Co of Newtown
Pennsylvania
$4.27M 124,373 -450 -0.4%
HPC
118
HM Payson & Co
Maine
$4.26M 124,185 -10,625 -8%
Axa
119
Axa
France
$4.24M 123,635 -638 -0.5%
FTC
120
Farmers Trust Company
Ohio
$4.2M 122,230 +2,342 +2%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$4.16M 121,152 -22,868 -16%
MSV
122
MN Services Vermogensbeheer
Netherlands
$4.1M 119,300 – –
Comerica Bank
123
Comerica Bank
Texas
$4M 116,508 +116,508 New
YCM
124
Yousif Capital Management
Michigan
$3.94M 114,674 -5,055 -4%
PAG
125
Private Advisor Group
New Jersey
$3.93M 114,600 -8,469 -7%
3 4
5
6 7