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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
+$60.3M
2
First Trust Advisors
First Trust Advisors
Illinois
+$53.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$29.3M
4
BTW
Boston Trust Walden
Massachusetts
+$26.2M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$18.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.5M
2
Millennium Management
Millennium Management
New York
-$34.1M
3
Amundi
Amundi
France
-$22.3M
4
State Street
State Street
Massachusetts
-$20.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
Community Bank
New York
$927K -$92.3K -2,473 -9%
AWM
252
Axxcess Wealth Management
California
$882K -$29.7K -795 -3%
KFI
253
Key Financial Inc
Pennsylvania
$879K +$2.43K +65 +0.3%
VI
254
Versor Investments
New York
$873K +$172K +4,612 +25%
CIC
255
Carnegie Investment Counsel
Ohio
$868K -$3.66K -98 -0.4%
PAM
256
Panagora Asset Management
Massachusetts
$867K -$952K -25,509 -52%
EMPI
257
Elo Mutual Pension Insurance
Finland
$864K -$21.2K -568 -2%
FIM
258
Freedom Investment Management
Connecticut
$859K -$753K -20,168 -47%
Man Group
259
Man Group
United Kingdom
$858K – – –
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$852K +$22.9K +613 +3%
Prudential Financial
261
Prudential Financial
New Jersey
$839K -$772K -20,689 -48%
CCM
262
Cullen Capital Management
New York
$830K +$60K +1,608 +8%
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$829K -$77.2K -2,069 -9%
MC
264
Moors & Cabot
Massachusetts
$818K +$46.3K +1,239 +6%
BBPWM
265
Blue Bell Private Wealth Management
Pennsylvania
$799K -$3.36K -90 -0.4%
APC
266
Aspire Private Capital
North Carolina
$791K – – –
RIL
267
Rothschild Investment LLC
Illinois
$784K -$33.4K -895 -4%
GIBU
268
Gulf International Bank (UK)
United Kingdom
$779K – – –
AM
269
AGF Management
Ontario, Canada
$768K -$13.8K -370 -2%
BWP
270
Bernardo Wealth Planning
Pennsylvania
$768K +$112 +3 +0%
JWCA
271
J.W. Cole Advisors
Florida
$755K -$44.2K -1,184 -6%
SAM
272
Securian Asset Management
Minnesota
$749K -$22.7K -607 -3%
LF
273
Lee Financial
Texas
$746K +$36.8K +985 +5%
PVI
274
Pine Valley Investments
New Jersey
$741K -$19.8K -530 -3%
USAA
275
United Services Automobile Association
Texas
$738K +$80K +2,144 +12%
9 10
11
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