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Essential Utilities
WTRG

Overview Fund Activity

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M

Top Buyers

1
BlackRock
BlackRock
New York
$1.41B
2
State Street
State Street
Massachusetts
$706M
3
Citadel Advisors
Citadel Advisors
Florida
$64.3M
4
ZP
Zimmer Partners
New York
$98.1M
5
Amundi
Amundi
France
$289M

Top Sellers

1
Millennium Management
Millennium Management
New York
$19.7M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.35M
3
Norges Bank
Norges Bank
Norway
$206M
4
ECP
Electron Capital Partners
New York
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$4.84M +$44.8K +938 +0.9%
BA
127
Bridgewater Associates
Connecticut
$4.78M +$3.62M +75,933 +314%
NC
128
NewSquare Capital
Pennsylvania
$4.76M – – –
BBA
129
BLB&B Advisors
Pennsylvania
$4.7M -$126K -2,647 -3%
LPL Financial
130
LPL Financial
California
$4.69M +$112K +2,356 +2%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$4.55M – – –
CCB
132
Cutter & Co Brokerage
Missouri
$4.54M +$73.3K +1,536 +2%
Osaic Holdings
133
Osaic Holdings
Arizona
$4.49M -$53.9K -1,130 -1%
NA
134
Navellier & Associates
Nevada
$4.41M +$371K +7,766 +9%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$4.32M -$331K -6,943 -7%
CHAM
136
Clear Harbor Asset Management
Connecticut
$4.26M +$5.11K +107 +0.1%
Mitsubishi UFJ Asset Management
137
Mitsubishi UFJ Asset Management
Japan
$3.85M +$422K +8,772 +12%
SDIC
138
South Dakota Investment Council
South Dakota
$3.82M – – –
CAM
139
Costello Asset Management
Pennsylvania
$3.8M +$477 +10 +0%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$3.78M +$88K +1,843 +2%
MSRPS
141
Maryland State Retirement & Pension System
Maryland
$3.62M +$2.81M +58,847 +345%
Acadian Asset Management
142
Acadian Asset Management
Massachusetts
$3.57M +$2.51M +52,688 +238%
BFA
143
Benedict Financial Advisors
Georgia
$3.55M -$5.3K -111 -0.1%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$3.47M +$913K +19,131 +36%
M&T Bank
145
M&T Bank
New York
$3.47M -$220K -4,605 -6%
HPIA
146
Hamilton Point Investment Advisors
North Carolina
$3.46M -$12.7K -266 -0.4%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$3.43M -$284K -5,952 -8%
SI
148
Stephens Inc
Arkansas
$3.39M -$85.7K -1,796 -2%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$3.38M -$1.69M -35,350 -33%
ASRS
150
Arizona State Retirement System
Arizona
$3.36M +$102K +2,141 +3%
4 5
6
7 8