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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 %
EGM
151
Engineers Gate Manager
New York
$2.89M 72,486 +25,166 +53%
Balyasny Asset Management
152
Balyasny Asset Management
Illinois
$2.86M 71,684 +71,684 New
RB
153
Rodgers Brothers
Pennsylvania
$2.84M 71,118 +46,950 +194%
HPIA
154
Hamilton Point Investment Advisors
North Carolina
$2.81M 70,398 -3,105 -4%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$2.81M 70,300 +7,000 +11%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$2.78M 69,588 -270 -0.4%
TYCC
157
Texas Yale Capital Corp
Florida
$2.75M 68,983 +1,900 +3%
SI
158
Stephens Inc
Arkansas
$2.75M 68,918 +292 +0.4%
Voloridge Investment Management
159
Voloridge Investment Management
Florida
$2.74M 68,700 +54,067 +369%
ASRS
160
Arizona State Retirement System
Arizona
$2.74M 68,541 -3,902 -5%
FIM
161
Freedom Investment Management
Connecticut
$2.7M 67,618 +21,230 +46%
CS
162
Candriam SCA
Luxembourg
$2.7M 67,587 -152,635 -69%
VanEck Associates
163
VanEck Associates
New York
$2.63M 65,881 +4,238 +7%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$2.5M 62,558 -27,275 -30%
Nomura Asset Management
165
Nomura Asset Management
Japan
$2.49M 62,310 – –
RCM
166
Radnor Capital Management
Pennsylvania
$2.47M 61,984 – –
HighTower Advisors
167
HighTower Advisors
Illinois
$2.42M 60,618 -1,257 -2%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$2.4M 60,275 -8,780 -13%
Citigroup
169
Citigroup
New York
$2.39M 59,951 -61,367 -51%
LA
170
LBP AM
France
$2.39M 59,894 -22,304 -27%
ETC
171
Exchange Traded Concepts
Oklahoma
$2.39M 59,795 +46,080 +336%
SOMRS
172
State of Michigan Retirement System
Michigan
$2.37M 59,271 -1,000 -2%
CC
173
Cipher Capital
New York
$2.36M 59,103 +59,103 New
Baird Financial Group
174
Baird Financial Group
Wisconsin
$2.32M 58,185 -968 -2%
YIA
175
YHB Investment Advisors
Connecticut
$2.3M 57,699 +781 +1%
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