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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 %
JE
251
JMAC Enterprises
Pennsylvania
$1.09M +$5.75K +149 +0.5%
PTC
252
Philadelphia Trust Company
Pennsylvania
$1.07M – – –
LF
253
Lee Financial
Texas
$1.06M +$294K +7,615 +38%
SFA
254
Sequoia Financial Advisors
Ohio
$1.06M -$4.78K -124 -0.5%
Neuberger Berman Group
255
Neuberger Berman Group
New York
$1.04M -$8.95K -232 -0.9%
Federated Hermes
256
Federated Hermes
Pennsylvania
$1.02M -$29.4K -761 -3%
SIAP
257
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.02M -$49.5K -1,283 -5%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$1.02M – – –
AW
259
Apricus Wealth
South Carolina
$1.01M – – –
CTC
260
Central Trust Company
Missouri
$1.01M +$287K +7,431 +40%
BC
261
Blackhill Capital
New Jersey
$1M – – –
GWCM
262
Godshalk Welsh Capital Management
Pennsylvania
$999K -$4.82K -125 -0.5%
CA
263
Continuum Advisory
Idaho
$996K – – –
HTC
264
Haverford Trust Company
Pennsylvania
$986K -$282K -7,320 -22%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$971K +$115K +2,971 +13%
SA
266
Sanctuary Advisors
Indiana
$963K +$273K +6,900 +40%
MC
267
Moors & Cabot
Massachusetts
$956K +$111K +2,878 +13%
William Blair & Company
268
William Blair & Company
Illinois
$940K -$38.4K -996 -4%
CB
269
Community Bank
New York
$927K -$31.2K -809 -3%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$923K +$42.5K +1,102 +5%
AWM
271
Axxcess Wealth Management
California
$911K +$193 +5 +0%
Prudential Financial
272
Prudential Financial
New Jersey
$910K +$43.4K +1,124 +5%
KFI
273
Key Financial Inc
Pennsylvania
$910K +$1.54K +40 +0.2%
PAM
274
Panagora Asset Management
Massachusetts
$896K – – –
IIM
275
INTECH Investment Management
Florida
$895K -$877K -22,741 -49%
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