WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M

Top Buyers

1
Amundi
Amundi
France
$312M
2
Cohen & Steers
Cohen & Steers
New York
$110M
3
Millennium Management
Millennium Management
New York
$43.7M
4
BlackRock
BlackRock
New York
$1.32B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$17.2M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$5.99M
2
Norges Bank
Norges Bank
Norway
$127M
3
Citadel Advisors
Citadel Advisors
Florida
$30.2K
4
State Street
State Street
Massachusetts
$607M
5
Macquarie Group
Macquarie Group
Australia
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
176
Cullen/Frost Bankers
Texas
$2.47M -$9.52K -218 -0.4%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.31M +$1.35M +30,865 +140%
JCM
178
Jacobi Capital Management
Pennsylvania
$2.31M -$84.5K -1,937 -4%
TAF
179
Tredje AP-fonden
Sweden
$2.31M +$109K +2,488 +5%
SFI
180
Susquehanna Fundamental Investments
Pennsylvania
$2.26M -$3.18M -72,803 -58%
Bessemer Group
181
Bessemer Group
New Jersey
$2.23M +$1.88K +43 +0.1%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$2.21M -$467K -10,700 -17%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$2.19M +$191K +4,374 +10%
AAF
184
Andra AP-fonden
Sweden
$2.19M +$755K +17,300 +53%
HSBC Holdings
185
HSBC Holdings
United Kingdom
$2.18M +$1.46M +33,686 +202%
KTC
186
Kistler-Tiffany Companies
Pennsylvania
$2.16M – – –
DTL
187
Dynamic Technology Lab
Singapore
$2.15M +$2.15M +49,334 New
EGM
188
Engineers Gate Manager
New York
$2.07M +$2.07M +47,320 New
TAM
189
Trillium Asset Management
Massachusetts
$2.03M +$88.5K +2,071 +5%
GAM
190
Gotham Asset Management
New York
$2.03M +$1.31M +29,996 +181%
SG Americas Securities
191
SG Americas Securities
New York
$2.03M +$443K +10,143 +28%
FIM
192
Freedom Investment Management
Connecticut
$2.02M +$1.78M +40,676 +712%
FPFS
193
First Personal Financial Services
North Carolina
$2.02M +$48.8K +1,117 +2%
TIS
194
Tortoise Index Solutions
Kansas
$1.99M -$124K -2,834 -6%
Creative Planning
195
Creative Planning
Kansas
$1.99M -$1K -23 -0.1%
Corient Private Wealth
196
Corient Private Wealth
Florida
$1.93M +$404K +9,252 +26%
TA
197
TFG Advisers
Michigan
$1.93M -$17.3K -397 -0.9%
PP
198
Prudential plc
United Kingdom
$1.9M -$170K -3,889 -8%
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$1.89M +$306K +7,000 +19%
CM
200
CoreCommodity Management
Connecticut
$1.86M +$807K +18,482 +77%
6 7
8
9 10