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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 %
SOMRS
176
State of Michigan Retirement System
Michigan
$2.25M 60,271 +2,100 +4%
TAM
177
Trillium Asset Management
Massachusetts
$2.25M 60,265 +3,472 +6%
Citigroup
178
Citigroup
New York
$2.22M 59,332 -1,141 -2%
EI
179
Ethic Inc
New York
$2.21M 59,176 +23,794 +67%
FIM
180
Freedom Investment Management
Connecticut
$2.21M 59,150 -4,199 -7%
AIM
181
Arcadia Investment Management
Michigan
$2.19M 58,555 +16,174 +38%
Voloridge Investment Management
182
Voloridge Investment Management
Florida
$2.16M 57,752 +57,752 New
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$2.09M 55,910 +1,940 +4%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$2.07M 55,525 +294 +0.5%
CCM
185
Cinctive Capital Management
New York
$2.04M 54,502 -45,092 -45%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$2.01M 53,817 +52,776 +5,070%
CFB
187
Cullen/Frost Bankers
Texas
$1.95M 52,205 -1,128 -2%
Corient Private Wealth
188
Corient Private Wealth
Florida
$1.94M 52,013 +15,110 +41%
OQS
189
Occudo Quantitative Strategies
Florida
$1.93M 51,716 +51,716 New
RB
190
Rodgers Brothers
Pennsylvania
$1.92M 51,418 -22,450 -30%
M&T Bank
191
M&T Bank
New York
$1.92M 51,300 -683 -1%
FRAF
192
Första AP-fonden
Sweden
$1.91M 51,100 -19,900 -28%
YIA
193
YHB Investment Advisors
Connecticut
$1.9M 50,881 -7,383 -13%
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$1.87M 50,123 +2,220 +5%
TIS
195
Tortoise Index Solutions
Kansas
$1.86M 49,823 -173 -0.3%
ETC
196
Exchange Traded Concepts
Oklahoma
$1.86M 49,823 -173 -0.3%
ACM
197
Aquatic Capital Management
Illinois
$1.85M 49,400 +5,500 +13%
AA
198
ALPS Advisors
Colorado
$1.83M 49,032 +6,912 +16%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$1.83M 48,935 -35 -0.1%
NMERB
200
New Mexico Educational Retirement Board
New Mexico
$1.82M 48,800 – –
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