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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 %
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$876K – – –
KFI
252
Key Financial Inc
Pennsylvania
$870K +$1.52K +41 +0.2%
KF
253
Krilogy Financial
Missouri
$868K +$223K +6,007 +34%
CIC
254
Carnegie Investment Counsel
Ohio
$865K +$37 +1 +0%
Man Group
255
Man Group
United Kingdom
$852K -$217K -5,849 -20%
VI
256
Vestcor Inc
New Brunswick, Canada
$824K -$159K -4,296 -16%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$823K -$55.3K -1,491 -6%
SPIA
258
Steward Partners Investment Advisory
New York
$811K +$12.2K +330 +2%
RIL
259
Rothschild Investment LLC
Illinois
$811K +$14.9K +402 +2%
Truist Financial
260
Truist Financial
North Carolina
$804K +$105K +2,832 +15%
BBPWM
261
Blue Bell Private Wealth Management
Pennsylvania
$797K – – –
ACM
262
Aquatic Capital Management
Illinois
$793K -$1.04M -28,000 -57%
JWCA
263
J.W. Cole Advisors
Florida
$791K +$42.8K +1,159 +6%
APC
264
Aspire Private Capital
North Carolina
$785K – – –
Neuberger Berman Group
265
Neuberger Berman Group
New York
$782K -$158K -4,265 -17%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$782K +$155K +3,843 +25%
AM
267
AGF Management
Ontario, Canada
$776K +$332K +8,961 +75%
GIBU
268
Gulf International Bank (UK)
United Kingdom
$773K – – –
SAM
269
Securian Asset Management
Minnesota
$766K -$19.7K -531 -3%
MC
270
Moors & Cabot
Massachusetts
$766K +$66.2K +1,786 +9%
CCM
271
Cullen Capital Management
New York
$764K +$268K +7,222 +54%
AWS
272
Atria Wealth Solutions
New York
$763K -$53.6K -1,446 -7%
BWP
273
Bernardo Wealth Planning
Pennsylvania
$762K -$10.7K -289 -1%
PVI
274
Pine Valley Investments
New Jersey
$755K +$222 +6 +0%
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
$751K -$30.8K -830 -4%
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