WTRG icon

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 %
CGH
276
Crossmark Global Holdings
Texas
$719K +$12.4K +336 +2%
WANY
277
Wealthspire Advisors (New York)
New York
$710K -$4.19K -113 -0.6%
LF
278
Lee Financial
Texas
$704K +$704K +18,991 New
PWA
279
Provenance Wealth Advisors
Florida
$703K +$41.7K +1,125 +6%
PIM
280
Penobscot Investment Management
Massachusetts
$703K – – –
VI
281
Versor Investments
New York
$695K -$144K -3,900 -17%
MSS
282
Mitchell Sinkler & Starr
Pennsylvania
$693K -$755K -20,368 -52%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$682K +$162K +4,355 +31%
BAMF
284
BI Asset Management Fondsmaeglerselskab
Denmark
$680K +$380K +10,254 +127%
EM
285
ELCO Management
New York
$680K +$213K +5,758 +46%
IIM
286
INTECH Investment Management
Florida
$664K +$149K +4,009 +29%
ST
287
Smithfield Trust
Pennsylvania
$659K +$18.5K +500 +3%
USAA
288
United Services Automobile Association
Texas
$653K – – –
PBK
289
Peoples Bank (Kansas)
Kansas
$639K -$93.5K -2,525 -13%
SMDAM
290
Sumitomo Mitsui DS Asset Management
Japan
$629K – – –
BAM
291
Belpointe Asset Management
Nevada
$622K -$27K -729 -4%
KCM
292
Kathmere Capital Management
Pennsylvania
$606K -$145K -3,902 -19%
US Bancorp
293
US Bancorp
Minnesota
$604K -$178K -4,798 -23%
DADC
294
D.A. Davidson & Co
Montana
$584K -$97.9K -2,643 -14%
LIM
295
Loudon Investment Management
New Hampshire
$573K – – –
QWM
296
Quaker Wealth Management
New Jersey
$565K +$565K +15,255 New
FPF
297
First Pacific Financial
Washington
$557K +$47.1K +1,271 +9%
MUAMU
298
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$556K +$556K +15,000 New
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$553K +$78.1K +2,109 +16%
RP
300
Rowlandmiller & Partners
Georgia
$546K – – –
10 11
12
13 14