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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 %
Truist Financial
276
Truist Financial
North Carolina
$736K -$73.6K -1,971 -9%
KBC Group
277
KBC Group
Belgium
$712K -$554K -14,837 -44%
PWA
278
Provenance Wealth Advisors
Florida
$712K +$3.36K +90 +0.5%
PIM
279
Penobscot Investment Management
Massachusetts
$708K – – –
MPM
280
MBB Public Markets
Illinois
$708K +$708K +18,964 New
CTC
281
Central Trust Company
Missouri
$697K +$344K +9,206 +97%
CGH
282
Crossmark Global Holdings
Texas
$688K -$36.8K -987 -5%
EM
283
ELCO Management
New York
$685K – – –
WANY
284
Wealthspire Advisors (New York)
New York
$675K -$40.7K -1,089 -6%
BAM
285
Belpointe Asset Management
Nevada
$670K +$42.7K +1,143 +7%
ST
286
Smithfield Trust
Pennsylvania
$645K -$18.7K -500 -3%
SA
287
Sanctuary Advisors
Indiana
$630K +$630K +17,459 New
PBK
288
Peoples Bank (Kansas)
Kansas
$627K -$17.1K -457 -3%
MSS
289
Mitchell Sinkler & Starr
Pennsylvania
$623K -$142K -3,479 -19%
FPF
290
First Pacific Financial
Washington
$603K +$42.4K +1,135 +8%
US Bancorp
291
US Bancorp
Minnesota
$603K -$6.35K -170 -1%
SOAMC
292
Spirit of America Management Corp
New York
$597K +$105K +2,800 +21%
TI
293
Trexquant Investment
Connecticut
$584K +$584K +15,631 New
LIM
294
Loudon Investment Management
New Hampshire
$577K – – –
CL
295
Choreo LLC
Illinois
$574K +$210K +5,666 +58%
KeyBank National Association
296
KeyBank National Association
Ohio
$573K +$233K +6,253 +69%
DADC
297
D.A. Davidson & Co
Montana
$571K -$18.2K -488 -3%
MUAMU
298
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$560K – – –
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
$559K +$354K +9,470 +172%
KCM
300
Kathmere Capital Management
Pennsylvania
$548K -$62.6K -1,676 -10%
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