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 %
BBA
151
BLB&B Advisors
Pennsylvania
$3.02M 87,885 -6,629 -7%
Creative Planning
152
Creative Planning
Kansas
$2.96M 86,216 +44,104 +105%
CHAM
153
Clear Harbor Asset Management
Connecticut
$2.87M 83,726 -1,910 -2%
Prudential Financial
154
Prudential Financial
New Jersey
$2.83M 82,502 -6,189 -7%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$2.81M 81,799 +39,643 +94%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$2.72M 79,183 +27,060 +52%
HighTower Advisors
157
HighTower Advisors
Illinois
$2.63M 77,114 +16,496 +27%
Allianz Asset Management
158
Allianz Asset Management
Germany
$2.6M 75,863 -581,056 -88%
BFA
159
Benedict Financial Advisors
Georgia
$2.59M 75,532 -199 -0.3%
SDIC
160
South Dakota Investment Council
South Dakota
$2.58M 74,995 -1,300 -2%
RB
161
Rodgers Brothers
Pennsylvania
$2.54M 73,868 +2,750 +4%
LA
162
LBP AM
France
$2.48M 72,318 +12,424 +21%
FRAF
163
Första AP-fonden
Sweden
$2.44M 71,000 +14,300 +25%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$2.41M 70,160 -6,575 -9%
HPIA
165
Hamilton Point Investment Advisors
North Carolina
$2.38M 69,446 -952 -1%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$2.37M 68,900 -1,400 -2%
ASRS
167
Arizona State Retirement System
Arizona
$2.35M 68,522 -19 -0%
SI
168
Stephens Inc
Arkansas
$2.35M 68,507 -411 -0.6%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$2.34M 68,288 -1,300 -2%
TYCC
170
Texas Yale Capital Corp
Florida
$2.33M 67,868 -1,115 -2%
DA
171
Duality Advisers
Florida
$2.24M 65,117 +65,117 New
VanEck Associates
172
VanEck Associates
New York
$2.2M 64,143 -1,738 -3%
FIM
173
Freedom Investment Management
Connecticut
$2.17M 63,349 -4,269 -6%
AAF
174
Andra AP-fonden
Sweden
$2.13M 62,100 -19,000 -23%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$2.11M 61,392 -1,166 -2%
5 6
7
8 9