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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 %
AB
101
Amalgamated Bank
New York
$5.83M 156,188 -49 -0%
MOACM
102
Mutual of America Capital Management
New York
$5.79M 155,052 -2,984 -2%
RJA
103
Raymond James & Associates
Florida
$5.73M 153,347 -4,093 -3%
TCA
104
Tortoise Capital Advisors
Kansas
$5.69M 152,371 -2,164 -1%
Aviva
105
Aviva
United Kingdom
$5.68M 152,087 +16,225 +12%
PP
106
Prudential plc
United Kingdom
$5.59M 149,722 +100,062 +201%
AI
107
Atom Investors
Texas
$5.58M 149,481 +50,348 +51%
Jane Street
108
Jane Street
New York
$5.39M 144,372 +95,808 +197%
MIM
109
MetLife Investment Management
New Jersey
$5.29M 141,541 +2,093 +2%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$5.13M 137,450 +8,448 +7%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$5.12M 137,003 -6,752 -5%
CM
112
CoreCommodity Management
Connecticut
$4.89M 130,859 +130,859 New
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$4.84M 129,593 -48,454 -27%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$4.65M 124,525 +11,620 +10%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$4.62M 121,968 +20,941 +21%
HPC
116
HM Payson & Co
Maine
$4.62M 123,785 -400 -0.3%
FNBTCON
117
First National Bank & Trust Co of Newtown
Pennsylvania
$4.6M 123,168 -1,205 -1%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$4.6M 123,103 -61,745 -33%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$4.44M 118,974 -11,735 -9%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$4.43M 118,620 +57,228 +93%
FTC
121
Farmers Trust Company
Ohio
$4.42M 118,415 -3,815 -3%
Comerica Bank
122
Comerica Bank
Texas
$4.41M 118,153 +1,645 +1%
Axa
123
Axa
France
$4.41M 117,953 -5,682 -5%
YCM
124
Yousif Capital Management
Michigan
$4.37M 117,045 +2,371 +2%
MSV
125
MN Services Vermogensbeheer
Netherlands
$4.29M 114,900 -4,400 -4%
3 4
5
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