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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
+$44.7M
3
BTW
Boston Trust Walden
Massachusetts
+$40.9M
4
Macquarie Group
Macquarie Group
Australia
+$33.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$521M
2
APG Asset Management
APG Asset Management
Netherlands
-$33.8M
3
Invesco
Invesco
Georgia
-$29M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.6M
5
Northern Trust
Northern Trust
Illinois
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
276
Carnegie Investment Counsel
Ohio
$888K -$8.91K -231 -1%
EMPI
277
Elo Mutual Pension Insurance
Finland
$883K -$9.64K -250 -1%
CCM
278
Cullen Capital Management
New York
$867K +$8.68K +225 +1%
BBPWM
279
Blue Bell Private Wealth Management
Pennsylvania
$819K -$6.83K -177 -0.8%
APC
280
Aspire Private Capital
North Carolina
$817K – – –
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$815K -$275K -7,142 -25%
PD
282
Point72 (DIFC)
United Arab Emirates
$812K +$812K +21,048 New
VI
283
Vestcor Inc
New Brunswick, Canada
$781K +$333K +8,642 +75%
GIBU
284
Gulf International Bank (UK)
United Kingdom
$774K -$30.8K -800 -4%
PVI
285
Pine Valley Investments
New Jersey
$767K +$849 +22 +0.1%
Focus Partners Wealth
286
Focus Partners Wealth
Massachusetts
$757K +$491K +12,725 +184%
SAM
287
Securian Asset Management
Minnesota
$755K -$19K -492 -2%
AAM
288
Advisors Asset Management
Colorado
$754K -$283K -7,337 -27%
JWCA
289
J.W. Cole Advisors
Florida
$750K -$30.5K -790 -4%
QCM
290
Qsemble Capital Management
New York
$748K +$748K +19,400 New
PCM
291
Prelude Capital Management
New York
$742K +$742K +19,230 New
RIL
292
Rothschild Investment LLC
Illinois
$741K -$68.7K -1,780 -8%
PWA
293
Provenance Wealth Advisors
Florida
$734K -$1.74K -45 -0.2%
PIM
294
Penobscot Investment Management
Massachusetts
$732K – – –
EM
295
ELCO Management
New York
$714K +$5.79K +150 +0.8%
CGH
296
Crossmark Global Holdings
Texas
$712K +$1.31K +34 +0.2%
Truist Financial
297
Truist Financial
North Carolina
$703K -$57.5K -1,490 -8%
SOAMC
298
Spirit of America Management Corp
New York
$694K +$77.1K +2,000 +13%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$694K +$210K +5,432 +43%
BAM
300
Belpointe Asset Management
Nevada
$692K +$694 +18 +0.1%
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