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Essential Utilities
WTRG

Overview Fund Activity

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
180
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$1.2B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$244M
4
Cohen & Steers
4
Cohen & Steers
New York
$52.4M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$247M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$511K
2
PFA
2
Pathway Financial Advisers
Indiana
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.9M
4
Amundi
4
Amundi
France
$245M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$9.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
251
Neuberger Berman Group
New York
$978K +$3.09K +85 +0.3%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$960K – – –
PVI
253
Pine Valley Investments
New Jersey
$959K +$237K +6,530 +33%
AW
254
Apricus Wealth
South Carolina
$954K – – –
BC
255
Blackhill Capital
New Jersey
$946K – – –
CA
256
Continuum Advisory
Idaho
$945K – – –
GWCM
257
Godshalk Welsh Capital Management
Pennsylvania
$932K -$9.08K -250 -1%
MC
258
Moors & Cabot
Massachusetts
$914K +$13.9K +383 +2%
CTC
259
Central Trust Company
Missouri
$903K -$45.4K -1,250 -5%
William Blair & Company
260
William Blair & Company
Illinois
$895K +$10.4K +285 +1%
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$862K -$6.54K -180 -0.8%
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$859K +$146K +4,021 +20%
ECM
263
Everence Capital Management
Indiana
$859K +$859K +23,640 New
KFI
264
Key Financial Inc
Pennsylvania
$858K +$1.42K +39 +0.2%
CB
265
Community Bank
New York
$858K -$14.9K -410 -2%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$849K -$64.8K -1,784 -7%
AWM
267
Axxcess Wealth Management
California
$846K -$11.9K -327 -1%
NEI
268
Northwest & Ethical Investments
Ontario, Canada
$835K -$1.35M -37,263 -62%
Prudential Financial
269
Prudential Financial
New Jersey
$823K -$81.1K -2,115 -9%
KBC Group
270
KBC Group
Belgium
$809K +$157K +4,307 +24%
VI
271
Vestcor Inc
New Brunswick, Canada
$783K +$48.4K +1,332 +7%
SOAMC
272
Spirit of America Management Corp
New York
$781K +$127K +3,500 +19%
CIC
273
Carnegie Investment Counsel
Ohio
$777K -$58.8K -1,619 -7%
APC
274
Aspire Private Capital
North Carolina
$769K – – –
BBPWM
275
Blue Bell Private Wealth Management
Pennsylvania
$760K -$10.9K -301 -1%
9 10
11
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