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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 %
Nomura Asset Management
176
Nomura Asset Management
Japan
$2.1M 61,260 -1,050 -2%
RCM
177
Radnor Capital Management
Pennsylvania
$2.08M 60,518 -1,466 -2%
Citigroup
178
Citigroup
New York
$2.08M 60,473 +522 +0.9%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$2.07M 60,357 -20,270 -25%
JCM
180
Jacobi Capital Management
Pennsylvania
$2.03M 59,042 +4,200 +8%
YIA
181
YHB Investment Advisors
Connecticut
$2M 58,264 +565 +1%
SOMRS
182
State of Michigan Retirement System
Michigan
$2M 58,171 -1,100 -2%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$1.98M 57,797 -388 -0.7%
DZ Bank
184
DZ Bank
Germany
$1.96M 56,967 +6,450 +13%
TAM
185
Trillium Asset Management
Massachusetts
$1.95M 56,793 +8,329 +17%
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$1.9M 55,231 +1,147 +2%
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M 53,970 +503 +0.9%
CFB
188
Cullen/Frost Bankers
Texas
$1.83M 53,333 -2,902 -5%
KAS
189
Kestra Advisory Services
Texas
$1.81M 52,594 +14,356 +38%
M&T Bank
190
M&T Bank
New York
$1.78M 51,983 -36,498 -41%
YIH
191
Y-Intercept (HK)
Hong Kong
$1.78M 51,929 +35,877 +224%
KCM
192
Kennedy Capital Management
Missouri
$1.78M 51,856 +1,062 +2%
SFI
193
Susquehanna Fundamental Investments
Pennsylvania
$1.78M 51,820 – –
Bessemer Group
194
Bessemer Group
New Jersey
$1.75M 50,925 -157 -0.3%
ETC
195
Exchange Traded Concepts
Oklahoma
$1.72M 49,996 -9,799 -16%
TIS
196
Tortoise Index Solutions
Kansas
$1.72M 49,996 +3,478 +7%
PP
197
Prudential plc
United Kingdom
$1.7M 49,660 +6,549 +15%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$1.68M 48,970 -2,184 -4%
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$1.68M 48,800 – –
Jane Street
200
Jane Street
New York
$1.67M 48,564 +35,729 +278%
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