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Essential Utilities
WTRG

Overview Fund Activity

622 hedge funds and large institutions have $7.97B invested in Essential Utilities in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+24
Holders Change %
+4.01%
% of All Funds
9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
233
Reduced
199
Closed
45
Calls
$3.39M
Puts
$3.62M
Net Calls
-$235K
Net Calls Change
+$706K

Top Buyers

1
Millennium Management
Millennium Management
New York
$48M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.3M
3
BTW
Boston Trust Walden
Massachusetts
$75.7M
4
Macquarie Group
Macquarie Group
Australia
$101M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$30.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$32M
2
APG Asset Management
APG Asset Management
Netherlands
$1.67M
3
Invesco
Invesco
Georgia
$133M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$103M
5
Northern Trust
Northern Trust
Illinois
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
226
Xponance
Pennsylvania
$1.51M +$2.7K +70 +0.2%
Assenagon Asset Management
227
Assenagon Asset Management
Luxembourg
$1.48M +$1.1M +28,444 +286%
SPIA
228
Steward Partners Investment Advisory
New York
$1.48M +$36.4K +943 +3%
Tudor Investment Corp
229
Tudor Investment Corp
Connecticut
$1.47M +$1.47M +38,179 New
Credit Agricole
230
Credit Agricole
France
$1.42M +$33.3K +863 +2%
Pathstone Holdings
231
Pathstone Holdings
New Jersey
$1.4M -$51.3K -1,329 -4%
Cerity Partners
232
Cerity Partners
New York
$1.4M +$206K +5,347 +17%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$1.36M +$79.9K +2,085 +6%
UIM
234
USS Investment Management
United Kingdom
$1.35M – – –
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.31M – – –
AC
236
Addison Capital
Pennsylvania
$1.3M -$37.8K -979 -3%
Lido Advisors
237
Lido Advisors
California
$1.29M -$970K -25,161 -43%
XT
238
XTX Topco
Cayman Islands
$1.28M +$143K +3,712 +13%
VOYA Investment Management
239
VOYA Investment Management
Georgia
$1.27M -$139K -3,599 -10%
OTL
240
Oak Thistle LLC
New York
$1.26M +$1.26M +32,722 New
O
241
Ossiam
France
$1.24M -$514K -13,322 -29%
ACM
242
Aquatic Capital Management
Illinois
$1.23M +$1.23M +31,900 New
NAM
243
Nissay Asset Management
Japan
$1.22M +$33.4K +865 +3%
NYLIM
244
New York Life Investment Management
New York
$1.22M -$69.7K -1,806 -5%
TA
245
TFG Advisers
Michigan
$1.2M -$61.8K -1,602 -5%
AIM
246
Aigen Investment Management
New York
$1.16M +$1.16M +30,035 New
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$859K +22,275 +295%
SOADOR
248
State of Alaska Department of Revenue
Alaska
$1.13M +$76.5K +1,985 +7%
VI
249
Versor Investments
New York
$1.11M +$204K +5,300 +23%
MWM
250
Modera Wealth Management
New Jersey
$1.1M -$579 -15 -0.1%
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