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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 %
BlackRock
1
BlackRock
New York
$1.16B 31,005,294 +5,380 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B 27,992,080 +823,495 +3%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$809M 21,661,095 – –
State Street
4
State Street
Massachusetts
$504M 13,484,594 +226,806 +2%
Amundi
5
Amundi
France
$359M 9,551,311 +1,206,947 +14%
Morgan Stanley
6
Morgan Stanley
New York
$277M 7,409,912 +5,197,178 +235%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$214M 5,737,495 -389,643 -6%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$154M 4,120,718 +3,544,731 +615%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$146M 3,924,015 +208,544 +6%
Invesco
10
Invesco
Georgia
$141M 3,783,658 -306,875 -8%
Northern Trust
11
Northern Trust
Illinois
$125M 3,337,735 -48,998 -1%
Legal & General Group
12
Legal & General Group
United Kingdom
$116M 3,109,601 +191,399 +7%
DPIM
13
Duff & Phelps Investment Management
Illinois
$115M 3,069,377 +313,277 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$104M 2,777,495 +149,916 +6%
Norges Bank
15
Norges Bank
Norway
$97.3M 2,604,760 -31,314 -1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$72.3M 1,935,989 +1,357,708 +235%
Charles Schwab
17
Charles Schwab
California
$72.1M 1,931,118 +162,556 +9%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$72.1M 1,915,034 +1,732,479 +949%
TIA
19
Tandem Investment Advisors
South Carolina
$69.7M 1,866,350 -100,337 -5%
Macquarie Group
20
Macquarie Group
Australia
$63.4M 1,697,003 +292,511 +21%
UBS AM
21
UBS AM
Illinois
$60.3M 1,615,381 +98,967 +7%
First Trust Advisors
22
First Trust Advisors
Illinois
$56.7M 1,519,001 +86,193 +6%
Cohen & Steers
23
Cohen & Steers
New York
$55.8M 1,493,108 -846,434 -36%
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$53M 1,418,813 +1,418,813 New
Franklin Resources
25
Franklin Resources
California
$52.5M 1,404,415 -939,125 -40%
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