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 %
Osaic Holdings
126
Osaic Holdings
Arizona
$3.92M 114,103 +24,349 +27%
CAM
127
Costello Asset Management
Pennsylvania
$3.9M 113,505 -70 -0.1%
ECM
128
Element Capital Management
New York
$3.89M 113,186 -16,405 -13%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$3.88M 112,905 +4,927 +5%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$3.66M 106,638 +540 +0.5%
Brown Advisory
131
Brown Advisory
Maryland
$3.61M 105,242 -1,801 -2%
AAS
132
Avantax Advisory Services
Texas
$3.61M 105,216 +4,240 +4%
SLA
133
Silver Lake Advisory
Utah
$3.6M 104,814 -790 -0.7%
AF
134
Advisornet Financial
Minnesota
$3.58M 104,229 +3,817 +4%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$3.47M 101,027 -1,100 -1%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.46M 100,681 -10,803 -10%
NC
137
NewSquare Capital
Pennsylvania
$3.42M 99,704 – –
CCM
138
Cinctive Capital Management
New York
$3.42M 99,594 +4,577 +5%
AI
139
Atom Investors
Texas
$3.4M 99,133 +53,426 +117%
GC
140
Guggenheim Capital
Illinois
$3.32M 96,783 -9,240 -9%
FNC
141
First National Corp
Massachusetts
$3.23M 94,137 -16,518 -15%
II
142
IFM Investors
Australia
$3.19M 92,851 +2,369 +3%
AIP
143
Ameritas Investment Partners
Nebraska
$3.17M 92,396 -31,318 -25%
BNP Paribas Asset Management
144
BNP Paribas Asset Management
France
$3.16M 91,981 -43,575 -32%
CMP
145
Coston McIsaac & Partners
Maine
$3.13M 91,062 +9,081 +11%
Asset Management One
146
Asset Management One
Japan
$3.1M 90,357 -1,192 -1%
CIMLRA
147
CBRE Investment Management Listed Real Assets
Pennsylvania
$3.09M 90,059 +80,579 +850%
DnB Asset Management
148
DnB Asset Management
Norway
$3.04M 88,653 -3,348 -4%
Squarepoint
149
Squarepoint
New York
$3.02M 87,984 +32,491 +59%
CT
150
Cambridge Trust
Massachusetts
$3.02M 87,928 -1,492 -2%
4 5
6
7 8