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Essential Utilities
WTRG

Overview Fund Activity

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$50.3M
2
Amundi
2
Amundi
France
$312M
3
Cohen & Steers
3
Cohen & Steers
New York
$110M
4
Millennium Management
4
Millennium Management
New York
$43.7M
5
BlackRock
5
BlackRock
New York
$1.32B

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$5.99M
2
Norges Bank
2
Norges Bank
Norway
$127M
3
Citadel Advisors
3
Citadel Advisors
Florida
$30.2K
4
State Street
4
State Street
Massachusetts
$607M
5
Macquarie Group
5
Macquarie Group
Australia
$41.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.32B 30,129,227 +576,448 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.18B 26,933,146 +131,476 +0.5%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$946M 21,661,095 – –
State Street
4
State Street
Massachusetts
$607M 13,894,977 -894,568 -6%
Amundi
5
Amundi
France
$312M 7,102,521 +1,082,293 +18%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$237M 5,432,109 -252,635 -4%
Invesco
7
Invesco
Georgia
$169M 3,879,435 -38,904 -1%
Northern Trust
8
Northern Trust
Illinois
$152M 3,478,465 +126,908 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$148M 3,386,273 +118,861 +4%
Norges Bank
10
Norges Bank
Norway
$127M 2,917,710 -1,408,566 -33%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$119M 2,731,404 -94,947 -3%
Legal & General Group
12
Legal & General Group
United Kingdom
$117M 2,673,313 +119,953 +5%
Cohen & Steers
13
Cohen & Steers
New York
$110M 2,528,749 +857,428 +51%
DPIM
14
Duff & Phelps Investment Management
Illinois
$110M 2,516,958 +45,000 +2%
Franklin Resources
15
Franklin Resources
California
$100M 2,300,760 -1,762 -0.1%
ZP
16
Zimmer Partners
New York
$94.3M 2,159,278 +104,878 +5%
Morgan Stanley
17
Morgan Stanley
New York
$90.6M 2,074,639 +64,272 +3%
TIA
18
Tandem Investment Advisors
South Carolina
$76.8M 1,760,426 +208,505 +13%
Charles Schwab
19
Charles Schwab
California
$72.8M 1,667,283 +20,710 +1%
BC
20
Brookfield Corp
Ontario, Canada
$61.4M 1,407,029 +223,260 +19%
UBS AM
21
UBS AM
Illinois
$60.9M 1,396,328 +7,649 +0.6%
First Trust Advisors
22
First Trust Advisors
Illinois
$60.4M 1,384,559 +243,635 +21%
Goldman Sachs
23
Goldman Sachs
New York
$51.2M 1,173,449 -325,640 -22%
Empower Advisory Group
24
Empower Advisory Group
Colorado
$50.3M 1,167,786 +1,167,786 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$49.7M 1,139,332 +56,361 +5%
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