WTRG icon

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 %
AWM
301
AE Wealth Management
Kansas
$540K +$540K +14,466 New
RFA
302
Resurgent Financial Advisors
Georgia
$538K – – –
WTC
303
WhitTier Trust Company
Nevada
$538K -$75 -2 -0%
BWM
304
Blossom Wealth Management
California
$534K +$2.99K +80 +0.6%
LWMG
305
Levy Wealth Management Group
Pennsylvania
$534K +$3.99K +107 +0.8%
MYAM
306
Meiji Yasuda Asset Management
Japan
$532K -$3.81K -102 -0.7%
RP
307
Rowlandmiller & Partners
Georgia
$529K -$20.8K -558 -4%
CWM
308
CIBC World Markets
New York
$523K +$126K +3,381 +32%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$522K +$2.02K +54 +0.4%
CYG
310
Clean Yield Group
Vermont
$505K – – –
BAMF
311
BI Asset Management Fondsmaeglerselskab
Denmark
$502K -$182K -4,885 -27%
RAM
312
Readystate Asset Management
Illinois
$501K +$501K +13,410 New
TCM
313
Tradewinds Capital Management
Washington
$500K +$474K +12,707 +1,818%
ISL
314
Ingalls & Snyder LLC
New York
$498K – – –
MGP
315
M&G plc
United Kingdom
$482K +$482K +13,025 New
IMRF
316
Illinois Municipal Retirement Fund
Illinois
$479K – – –
TRCT
317
Tower Research Capital (TRC)
New York
$472K +$60.4K +1,618 +15%
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$468K +$47.6K +1,275 +11%
CAM
319
Cresset Asset Management
Illinois
$455K +$41.7K +1,116 +10%
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
$453K +$106K +2,827 +30%
Mirae Asset Global ETFs Holdings
321
Mirae Asset Global ETFs Holdings
Hong Kong
$450K +$450K +12,052 New
QCM
322
QRG Capital Management
Illinois
$448K -$523 -14 -0.1%
IC
323
IEQ Capital
California
$445K +$4.22K +113 +1%
American Century Companies
324
American Century Companies
Missouri
$442K -$2.35M -63,023 -84%
MGP
325
Metis Global Partners
California
$442K -$12.3K -329 -3%
11 12
13
14 15