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Essential Utilities
WTRG

Overview Fund Activity

653 hedge funds and large institutions have $9.14B invested in Essential Utilities in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 71 closing their positions.

Holders
653
Holders Change
+20
Holders Change %
+3.16%
% of All Funds
10.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
99
Increased
217
Reduced
201
Closed
71
Calls
$2.35M
Puts
$10.2M
Net Calls
-$7.85M
Net Calls Change
-$11.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.41B
2
State Street
2
State Street
Massachusetts
$706M
3
Citadel Advisors
3
Citadel Advisors
Florida
$64.3M
4
ZP
4
Zimmer Partners
New York
$98.1M
5
Amundi
5
Amundi
France
$289M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$19.7M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.35M
3
Norges Bank
3
Norges Bank
Norway
$206M
4
ECP
4
Electron Capital Partners
New York
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.41B 29,552,779 +1,926,283 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.28B 26,801,670 +477,107 +2%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.03B 21,661,095 – –
State Street
4
State Street
Massachusetts
$706M 14,789,545 +1,494,016 +11%
Amundi
5
Amundi
France
$289M 6,020,228 +516,365 +9%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$271M 5,684,744 -131,760 -2%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$212M 4,449,350 -57,424 -1%
Norges Bank
8
Norges Bank
Norway
$206M 4,326,276 -631,399 -13%
Invesco
9
Invesco
Georgia
$187M 3,918,339 +402,426 +11%
Northern Trust
10
Northern Trust
Illinois
$160M 3,351,557 +214,867 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$156M 3,267,412 +160,209 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$135M 2,826,351 -17,725 -0.6%
Legal & General Group
13
Legal & General Group
United Kingdom
$122M 2,553,360 +115,513 +5%
DPIM
14
Duff & Phelps Investment Management
Illinois
$118M 2,471,958 +163,350 +7%
Franklin Resources
15
Franklin Resources
California
$110M 2,302,522 +52,391 +2%
ZP
16
Zimmer Partners
New York
$98.1M 2,054,400 +949,400 +86%
Morgan Stanley
17
Morgan Stanley
New York
$96M 2,010,367 +507,479 +34%
Cohen & Steers
18
Cohen & Steers
New York
$79.8M 1,671,321 -28,327 -2%
Charles Schwab
19
Charles Schwab
California
$78.6M 1,646,573 +52,728 +3%
TIA
20
Tandem Investment Advisors
South Carolina
$74.1M 1,551,921 +51,507 +3%
Goldman Sachs
21
Goldman Sachs
New York
$71.6M 1,499,089 -266,505 -15%
UBS AM
22
UBS AM
Illinois
$66.3M 1,388,679 +57,474 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$64.3M 1,347,575 +1,171,953 +667%
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$62.4M 1,308,012 – –
Macquarie Group
25
Macquarie Group
Australia
$59M 1,590,973 +432,924 +37%
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