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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 %
BlackRock
1
BlackRock
New York
$1.06B 30,999,914 +888,851 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$933M 27,168,585 +99,560 +0.4%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$744M 21,661,095 – –
State Street
4
State Street
Massachusetts
$455M 13,257,788 -986,142 -7%
Amundi
5
Amundi
France
$285M 8,344,364 +195,663 +2%
ZP
6
Zimmer Partners
New York
$212M 6,177,588 +4,081,310 +195%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$210M 6,127,138 +6,127,138 New
Invesco
8
Invesco
Georgia
$140M 4,090,533 -114,883 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$127M 3,715,471 +115,953 +3%
Northern Trust
10
Northern Trust
Illinois
$116M 3,386,733 +24,991 +0.7%
Legal & General Group
11
Legal & General Group
United Kingdom
$100M 2,918,202 +166,891 +6%
DPIM
12
Duff & Phelps Investment Management
Illinois
$94.6M 2,756,100 +239,142 +10%
Norges Bank
13
Norges Bank
Norway
$90.5M 2,636,074 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$90.2M 2,627,579 -64,758 -2%
Franklin Resources
15
Franklin Resources
California
$80.5M 2,343,540 +10,864 +0.5%
Cohen & Steers
16
Cohen & Steers
New York
$80.3M 2,339,542 +771,303 +49%
Morgan Stanley
17
Morgan Stanley
New York
$76M 2,212,734 +207,754 +10%
TIA
18
Tandem Investment Advisors
South Carolina
$67.5M 1,966,687 +67,465 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$66.3M 1,931,909 +1,290,524 +201%
Charles Schwab
20
Charles Schwab
California
$60.7M 1,768,562 +74,800 +4%
UBS AM
21
UBS AM
Illinois
$52.1M 1,516,414 +120,086 +9%
First Trust Advisors
22
First Trust Advisors
Illinois
$49.2M 1,432,808 +131,483 +10%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$46M 1,339,810 +682,856 +104%
Empower Advisory Group
24
Empower Advisory Group
Colorado
$44.1M 1,285,714 +82,716 +7%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$42.5M 1,236,755 +54,669 +5%
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