WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

622 hedge funds and large institutions have $7.63B invested in Essential Utilities in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 190 increasing their positions, 220 reducing their positions, and 78 closing their positions.

Holders
622
Holders Change
-23
Holders Change %
-3.57%
% of All Funds
9.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
59
Increased
190
Reduced
220
Closed
78
Calls
$8M
Puts
$4.53M
Net Calls
+$3.47M
Net Calls Change
-$4.52M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$86.7M
2
Amundi
2
Amundi
France
$326M
3
APG Asset Management
3
APG Asset Management
Netherlands
$32.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$26.2M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$485K
2
Cohen & Steers
2
Cohen & Steers
New York
$62.6M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$200M
4
Millennium Management
4
Millennium Management
New York
$24.7M
5
GI
5
Gradient Investments
Minnesota
$108K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.2B 30,111,063 -18,164 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.08B 27,069,025 +135,879 +0.5%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$864M 21,661,095 – –
State Street
4
State Street
Massachusetts
$568M 14,243,930 +348,953 +3%
Amundi
5
Amundi
France
$326M 8,148,701 +1,046,180 +15%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$200M 5,003,490 -428,619 -8%
Invesco
7
Invesco
Georgia
$168M 4,205,416 +325,981 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$143M 3,599,518 +213,245 +6%
Northern Trust
9
Northern Trust
Illinois
$134M 3,361,742 -116,723 -3%
Legal & General Group
10
Legal & General Group
United Kingdom
$110M 2,751,311 +77,998 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$107M 2,692,337 -39,067 -1%
Norges Bank
12
Norges Bank
Norway
$105M 2,636,074 -281,636 -10%
DPIM
13
Duff & Phelps Investment Management
Illinois
$100M 2,516,958 – –
Franklin Resources
14
Franklin Resources
California
$93.1M 2,332,676 +31,916 +1%
Macquarie Group
15
Macquarie Group
Australia
$86.7M 2,171,254 +1,218,896 +128%
ZP
16
Zimmer Partners
New York
$83.7M 2,096,278 -63,000 -3%
Morgan Stanley
17
Morgan Stanley
New York
$80M 2,004,980 -69,659 -3%
TIA
18
Tandem Investment Advisors
South Carolina
$75.8M 1,899,222 +138,796 +8%
Charles Schwab
19
Charles Schwab
California
$67.6M 1,693,762 +26,479 +2%
Cohen & Steers
20
Cohen & Steers
New York
$62.6M 1,568,239 -960,510 -38%
UBS AM
21
UBS AM
Illinois
$60.9M 1,396,328 – –
First Trust Advisors
22
First Trust Advisors
Illinois
$51.9M 1,301,325 -83,234 -6%
Empower Advisory Group
23
Empower Advisory Group
Colorado
$48M 1,202,998 +35,212 +3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$47.2M 1,182,086 +42,754 +4%
Principal Financial Group
25
Principal Financial Group
Iowa
$42.1M 1,055,778 -52,675 -5%
1
2 3 4 5