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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
226
Clear Harbor Asset Management
Connecticut
$1.57M +$34.6K +875 +2%
SPIA
227
Steward Partners Investment Advisory
New York
$1.56M +$31K +785 +2%
M&T Bank
228
M&T Bank
New York
$1.55M -$53.2K -1,345 -3%
Teacher Retirement System of Texas
229
Teacher Retirement System of Texas
Texas
$1.51M +$1.51M +38,132 New
ICP
230
Ilex Capital Partners
United Kingdom
$1.47M +$1.47M +37,177 New
Osaic Holdings
231
Osaic Holdings
Arizona
$1.46M +$17K +431 +1%
RC
232
Resolution Capital
Australia
$1.46M -$577K -14,609 -28%
GAM
233
Generali Asset Management
Italy
$1.44M +$32.7K +828 +2%
JFG
234
Jefferies Financial Group
New York
$1.43M +$1.43M +36,202 New
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$1.43M +$27K +682 +2%
IRC
236
Investors Research Corp
Georgia
$1.4M +$1.4M +35,350 New
CF
237
Covea Finance
France
$1.36M +$1.36M +34,500 New
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$1.33M -$73.2K -1,852 -5%
QCM
239
Quantinno Capital Management
New York
$1.32M +$554K +14,011 +72%
PFA
240
Pathway Financial Advisers
Indiana
$1.32M -$6.52K -165 -0.5%
AC
241
Addison Capital
Pennsylvania
$1.31M +$41K +1,038 +3%
NEI
242
Northwest & Ethical Investments
Ontario, Canada
$1.29M +$381K +9,647 +42%
Cerity Partners
243
Cerity Partners
New York
$1.29M -$135K -3,410 -9%
SFA
244
Sequoia Financial Advisors
Ohio
$1.28M -$9.45K -239 -0.7%
NAM
245
Nissay Asset Management
Japan
$1.27M +$12.1K +307 +1%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$1.25M -$33.1K -838 -3%
Credit Agricole
247
Credit Agricole
France
$1.22M -$180K -4,549 -13%
NYLIM
248
New York Life Investment Management
New York
$1.21M +$60.4K +1,528 +5%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$124K +3,142 +11%
CFB
250
Cullen/Frost Bankers
Texas
$1.2M -$149K -3,777 -11%
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