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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 %
PAM
201
Panagora Asset Management
Massachusetts
$1.65M 48,178 -8,653 -15%
CF
202
Covea Finance
France
$1.65M 48,000 -32,000 -40%
Toronto Dominion Bank
203
Toronto Dominion Bank
Ontario, Canada
$1.64M 47,903 -12,372 -21%
Allspring Global Investments
204
Allspring Global Investments
North Carolina
$1.56M 45,521 +41,406 +1,006%
Robeco Institutional Asset Management
205
Robeco Institutional Asset Management
Netherlands
$1.56M 45,331 +15,811 +54%
OAM
206
Ostrum Asset Management
France
$1.54M 44,722 -12,481 -22%
ACM
207
Aquatic Capital Management
Illinois
$1.51M 43,900 +26,900 +158%
FPFS
208
First Personal Financial Services
North Carolina
$1.46M 42,661 -3,109 -7%
AIM
209
Arcadia Investment Management
Michigan
$1.45M 42,381 +5,376 +15%
TA
210
TFG Advisers
Michigan
$1.45M 42,312 -1,559 -4%
AA
211
ALPS Advisors
Colorado
$1.45M 42,120 +29,850 +243%
URS
212
Utah Retirement Systems
Utah
$1.43M 41,798 +100 +0.2%
TAF
213
Tredje AP-fonden
Sweden
$1.42M 41,460 -3,871 -9%
Lido Advisors
214
Lido Advisors
California
$1.39M 40,473 -3,739 -8%
BA
215
Bridgewater Advisors
New York
$1.39M 40,375 +48 +0.1%
CSS
216
Cubist Systematic Strategies
Connecticut
$1.31M 38,195 -17,406 -31%
QT
217
Quantbot Technologies
New York
$1.29M 37,582 +37,582 New
BA
218
Bridgewater Associates
Connecticut
$1.27M 36,921 -1,052 -3%
Corient Private Wealth
219
Corient Private Wealth
Florida
$1.27M 36,903 -15,533 -30%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$1.26M 36,702 -2,260 -6%
WSFS
221
Wilmington Savings Fund Society
Delaware
$1.23M 35,939 -450 -1%
EI
222
Ethic Inc
New York
$1.22M 35,382 +11,525 +48%
CCB
223
Cutter & Co Brokerage
Missouri
$1.21M 35,341 -15,514 -31%
CAN
224
Cetera Advisor Networks
California
$1.2M 35,033 +1,305 +4%
Mariner
225
Mariner
Kansas
$1.18M 34,360 +3,104 +10%
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