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Essential Utilities
WTRG

Overview Fund Activity

590 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-29
Holders Change %
-4.68%
% of All Funds
8.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
233
Reduced
196
Closed
67
Calls
$2.5M
Puts
$4.87M
Net Calls
-$2.37M
Net Calls Change
+$11.1M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$361M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$125M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.3M
4
EIP
Epoch Investment Partners
New York
+$46.3M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$30.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$155M
2
Cohen & Steers
Cohen & Steers
New York
-$55.8M
3
Amundi
Amundi
France
-$53.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$42.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
226
British Columbia Investment Management
British Columbia, Canada
$1.15M +$77.4K +2,088 +7%
NYLIM
227
New York Life Investment Management
New York
$1.12M +$7.74K +209 +0.7%
CAN
228
Cetera Advisor Networks
California
$1.12M -$211K -5,706 -16%
NAM
229
Nissay Asset Management
Japan
$1.11M +$52.3K +1,412 +5%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$1.08M -$22.2K -603 -2%
SIAP
231
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.06M -$131K -3,526 -11%
Federated Hermes
232
Federated Hermes
Pennsylvania
$1.06M -$62.6K -1,689 -6%
JE
233
JMAC Enterprises
Pennsylvania
$1.06M -$7.08K -191 -0.7%
PFA
234
Pathway Financial Advisers
Indiana
$1.03M +$89.1K +2,406 +9%
PTC
235
Philadelphia Trust Company
Pennsylvania
$1.02M +$623K +16,798 +155%
WSFS
236
Wilmington Savings Fund Society
Delaware
$1.02M +$1.02M +27,618 New
GWCM
237
Godshalk Welsh Capital Management
Pennsylvania
$1.02M – – –
CB
238
Community Bank
New York
$1.01M -$101K -2,725 -9%
SOADOR
239
State of Alaska Department of Revenue
Alaska
$1.01M +$4.82K +130 +0.5%
CA
240
Continuum Advisory
Idaho
$1.01M -$54.3K -1,400 -5%
FBFS
241
First Business Financial Services
Wisconsin
$991K +$13.6K +367 +1%
AW
242
Apricus Wealth
South Carolina
$973K – – –
BC
243
Blackhill Capital
New Jersey
$965K – – –
HTC
244
Haverford Trust Company
Pennsylvania
$932K – – –
Cerity Partners
245
Cerity Partners
New York
$925K +$248K +6,757 +37%
AWA
246
Arkadios Wealth Advisors
Georgia
$905K -$28.7K -774 -3%
AWM
247
Axxcess Wealth Management
California
$905K +$185 +5 +0%
AAM
248
Advisors Asset Management
Colorado
$901K -$21.6K -583 -2%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$899K +$63.8K +1,723 +8%
EMPI
250
Elo Mutual Pension Insurance
Finland
$879K +$66.1K +1,785 +8%
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