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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 %
AAS
126
Avantax Advisory Services
Texas
$4.03M 100,976 +87,746 +663%
AF
127
Advisornet Financial
Minnesota
$4.01M 100,412 -123 -0.1%
NC
128
NewSquare Capital
Pennsylvania
$3.98M 99,704 – –
CCM
129
Cinctive Capital Management
New York
$3.79M 95,017 -65,045 -41%
BBA
130
BLB&B Advisors
Pennsylvania
$3.77M 94,514 -3,259 -3%
DnB Asset Management
131
DnB Asset Management
Norway
$3.67M 92,001 +12,760 +16%
Asset Management One
132
Asset Management One
Japan
$3.65M 91,549 -15,742 -15%
NA
133
Navellier & Associates
Nevada
$3.63M 90,978 -822 -0.9%
TC
134
TwinBeech Capital
New York
$3.62M 90,584 -179,096 -66%
II
135
IFM Investors
Australia
$3.61M 90,482 +19,867 +28%
Osaic Holdings
136
Osaic Holdings
Arizona
$3.58M 89,754 -3,380 -4%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$3.57M 89,526 – –
CT
138
Cambridge Trust
Massachusetts
$3.57M 89,420 -108,435 -55%
Prudential Financial
139
Prudential Financial
New Jersey
$3.54M 88,691 +7,854 +10%
M&T Bank
140
M&T Bank
New York
$3.53M 88,481 +14,398 +19%
CHAM
141
Clear Harbor Asset Management
Connecticut
$3.42M 85,636 -3,789 -4%
CMP
142
Coston McIsaac & Partners
Maine
$3.27M 81,981 +3,238 +4%
AAF
143
Andra AP-fonden
Sweden
$3.24M 81,100 +31,000 +62%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$3.22M 80,627 +10,459 +15%
CF
145
Covea Finance
France
$3.19M 80,000 -138,507 -63%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$3.06M 76,735 -1,623 -2%
SDIC
147
South Dakota Investment Council
South Dakota
$3.05M 76,295 -3,700 -5%
Holocene Advisors
148
Holocene Advisors
New York
$3.04M 76,254 +76,254 New
BFA
149
Benedict Financial Advisors
Georgia
$3.02M 75,731 +488 +0.6%
Acadian Asset Management
150
Acadian Asset Management
Massachusetts
$2.99M 74,804 – –
4 5
6
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