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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 %
RFA
301
Resurgent Financial Advisors
Georgia
$534K – – –
WTC
302
WhitTier Trust Company
Nevada
$534K -$23K -621 -4%
MYAM
303
Meiji Yasuda Asset Management
Japan
$532K -$5.73M -154,777 -92%
LWMG
304
Levy Wealth Management Group
Pennsylvania
$530K – – –
BWM
305
Blossom Wealth Management
California
$527K +$15.4K +415 +3%
CA
306
Cetera Advisors
Colorado
$522K +$522K +14,101 New
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$516K +$2.63K +71 +0.5%
CYG
308
Clean Yield Group
Vermont
$501K – – –
ISL
309
Ingalls & Snyder LLC
New York
$494K -$13.9K -375 -3%
SOAMC
310
Spirit of America Management Corp
New York
$489K – – –
CCA
311
Conestoga Capital Advisors
Pennsylvania
$485K – – –
RJT
312
Raymond James Trust
Florida
$482K +$7.08K +191 +1%
IMRF
313
Illinois Municipal Retirement Fund
Illinois
$475K – – –
FT
314
Fiduciary Trust
Massachusetts
$470K -$99.1K -2,674 -17%
YIA
315
YHB Investment Advisors
Connecticut
$463K -$1.42M -38,385 -75%
GEA
316
Glen Eagle Advisors
New Jersey
$462K -$33.5K -905 -7%
MGP
317
Metis Global Partners
California
$451K +$28K +756 +7%
FTC
318
Farmers Trust Company
Ohio
$451K -$3.94M -106,246 -90%
QCM
319
QRG Capital Management
Illinois
$445K +$52.1K +1,407 +13%
BFG
320
Bleakley Financial Group
New Jersey
$439K +$439K +11,844 New
IC
321
IEQ Capital
California
$437K +$2.08K +56 +0.5%
SW
322
Simplicity Wealth
New Jersey
$436K +$436K +11,765 New
SYBT
323
Stock Yards Bank & Trust
Kentucky
$428K -$62.2K -1,680 -13%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$418K -$21.2K -571 -5%
OBGC
325
O'Brien Greene & Co
Pennsylvania
$412K – – –
11 12
13
14 15