WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

619 hedge funds and large institutions have $7.77B invested in Essential Utilities in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 199 reducing their positions, and 41 closing their positions.

Holders
619
Holders Change
+41
Holders Change %
+7.09%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
86
Increased
240
Reduced
199
Closed
41
Calls
$2.33M
Puts
$15.8M
Net Calls
-$13.4M
Net Calls Change
-$4.63M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$154M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$72.1M
4
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$72.3M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$17.3M
2
Franklin Resources
2
Franklin Resources
California
$52.5M
3
Cohen & Steers
3
Cohen & Steers
New York
$55.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$2.96M 79,272 +9,112 +13%
Prudential Financial
152
Prudential Financial
New Jersey
$2.95M 79,112 -3,390 -4%
Russell Investments Group
153
Russell Investments Group
United Kingdom
$2.94M 78,567 -160,710 -67%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$2.91M 77,899 -3,900 -5%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$2.87M 76,897 -2,286 -3%
KCM
156
Kennedy Capital Management
Missouri
$2.85M 76,250 +24,394 +47%
CHAM
157
Clear Harbor Asset Management
Connecticut
$2.85M 76,179 -7,547 -9%
TYCC
158
Texas Yale Capital Corp
Florida
$2.84M 75,993 +8,125 +12%
LSIA
159
LaSalle St. Investment Advisors
Illinois
$2.84M 7,600 +11 +0.1%
BFA
160
Benedict Financial Advisors
Georgia
$2.83M 75,760 +228 +0.3%
Creative Planning
161
Creative Planning
Kansas
$2.82M 75,525 -10,691 -12%
SDIC
162
South Dakota Investment Council
South Dakota
$2.8M 74,995 – –
American Century Companies
163
American Century Companies
Missouri
$2.79M 74,832 +62,754 +520%
Lido Advisors
164
Lido Advisors
California
$2.79M 74,811 +34,338 +85%
HighTower Advisors
165
HighTower Advisors
Illinois
$2.71M 72,529 -4,585 -6%
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$2.64M 70,788 +2,500 +4%
LSERS
167
Louisiana State Employees Retirement System
Louisiana
$2.64M 70,600 +1,700 +2%
HPIA
168
Hamilton Point Investment Advisors
North Carolina
$2.61M 69,788 +342 +0.5%
ASRS
169
Arizona State Retirement System
Arizona
$2.58M 69,062 +540 +0.8%
SI
170
Stephens Inc
Arkansas
$2.5M 67,039 -1,468 -2%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$2.32M 62,164 +1,807 +3%
JCM
172
Jacobi Capital Management
Pennsylvania
$2.32M 62,071 +3,029 +5%
VanEck Associates
173
VanEck Associates
New York
$2.27M 60,862 -3,281 -5%
RCM
174
Radnor Capital Management
Pennsylvania
$2.26M 60,516 -2 -0%
LA
175
LBP AM
France
$2.25M 60,286 -12,032 -17%
5 6
7
8 9