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Essential Utilities
WTRG

Overview Fund Activity

598 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+8
Holders Change %
+1.36%
% of All Funds
8.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
215
Reduced
215
Closed
45
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$189M
2
First Trust Advisors
First Trust Advisors
Illinois
$118M
3
Allianz Asset Management
Allianz Asset Management
Germany
$30.9M
4
BTW
Boston Trust Walden
Massachusetts
$33.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$536M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
2
Millennium Management
Millennium Management
New York
$0
3
Amundi
Amundi
France
$278M
4
State Street
State Street
Massachusetts
$477M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
226
Haverford Trust Company
Pennsylvania
$1.23M +$289K +7,748 +31%
TA
227
TFG Advisers
Michigan
$1.22M -$147K -3,946 -11%
Cerity Partners
228
Cerity Partners
New York
$1.15M +$213K +5,700 +23%
NAM
229
Nissay Asset Management
Japan
$1.15M +$27K +723 +2%
XT
230
XTX Topco
Cayman Islands
$1.1M +$1.1M +29,535 New
MWM
231
Modera Wealth Management
New Jersey
$1.06M -$149K -3,989 -12%
PFA
232
Pathway Financial Advisers
Indiana
$1.06M +$22.6K +605 +2%
Voloridge Investment Management
233
Voloridge Investment Management
Florida
$1.06M -$836K -22,383 -44%
JE
234
JMAC Enterprises
Pennsylvania
$1.05M -$15K -403 -1%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$1.05M -$43.1K -1,158 -4%
SIAP
236
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.04M -$36.7K -984 -3%
PTC
237
Philadelphia Trust Company
Pennsylvania
$1.03M – – –
SFA
238
Sequoia Financial Advisors
Ohio
$1.03M +$710K +19,013 +223%
WSFS
239
Wilmington Savings Fund Society
Delaware
$1.03M -$3.73K -100 -0.4%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$1.02M – – –
Federated Hermes
241
Federated Hermes
Pennsylvania
$1.02M -$49.8K -1,335 -5%
Squarepoint
242
Squarepoint
New York
$1.02M +$1.02M +27,209 New
Neuberger Berman Group
243
Neuberger Berman Group
New York
$1.01M +$223K +5,976 +28%
AAM
244
Advisors Asset Management
Colorado
$1M +$95.6K +2,562 +11%
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$987K +$353K +9,463 +56%
AW
246
Apricus Wealth
South Carolina
$980K – – –
BC
247
Blackhill Capital
New Jersey
$972K – – –
GWCM
248
Godshalk Welsh Capital Management
Pennsylvania
$972K -$57.9K -1,550 -6%
CA
249
Continuum Advisory
Idaho
$972K – – –
William Blair & Company
250
William Blair & Company
Illinois
$947K +$947K +25,363 New
8 9
10
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