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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 %
PAM
201
Panagora Asset Management
Massachusetts
$1.82M 48,738 +560 +1%
Bessemer Group
202
Bessemer Group
New Jersey
$1.81M 48,397 -2,528 -5%
CT
203
Cambridge Trust
Massachusetts
$1.76M 47,225 -40,703 -46%
VPIM
204
Vanguard Personalized Indexing Management
California
$1.76M 47,202 +33,318 +240%
JF
205
Jump Financial
Illinois
$1.75M 46,740 +46,740 New
Robeco Institutional Asset Management
206
Robeco Institutional Asset Management
Netherlands
$1.69M 45,331 – –
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$1.68M 44,945 +24,574 +121%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$1.67M 44,697 -13,100 -23%
BF
209
BOK Financial
Oklahoma
$1.66M 44,326 +44,326 New
Mariner
210
Mariner
Kansas
$1.65M 44,202 +9,842 +29%
FPFS
211
First Personal Financial Services
North Carolina
$1.61M 43,196 +535 +1%
URS
212
Utah Retirement Systems
Utah
$1.57M 42,098 +300 +0.7%
TA
213
TFG Advisers
Michigan
$1.51M 40,376 -1,936 -5%
BA
214
Bridgewater Advisors
New York
$1.51M 40,327 -48 -0.1%
DPAM
215
Degroof Petercam Asset Management
Belgium
$1.49M 39,900 +39,900 New
TAF
216
Tredje AP-fonden
Sweden
$1.49M 39,784 -1,676 -4%
MSS
217
Mitchell Sinkler & Starr
Pennsylvania
$1.46M 39,070 +6,726 +21%
Verition Fund Management
218
Verition Fund Management
Connecticut
$1.42M 38,100 -444,703 -92%
CAN
219
Cetera Advisor Networks
California
$1.34M 35,869 +836 +2%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$1.33M 35,718 -984 -3%
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
$1.33M 35,527 +24,990 +237%
SAM
222
Secure Asset Management
Michigan
$1.31M 34,942 +34,942 New
KAS
223
Kestra Advisory Services
Texas
$1.3M 34,930 -17,664 -34%
UIM
224
USS Investment Management
United Kingdom
$1.3M 34,900 +34,900 New
AWM
225
AE Wealth Management
Kansas
$1.3M 35,453 +2,925 +9%
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