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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 %
KBC Group
301
KBC Group
Belgium
$692K -$43.3K -1,123 -6%
ST
302
Smithfield Trust
Pennsylvania
$666K – – –
FPF
303
First Pacific Financial
Washington
$652K +$28.5K +738 +5%
PBK
304
Peoples Bank (Kansas)
Kansas
$640K -$7.83K -203 -1%
USAA
305
United Services Automobile Association
Texas
$633K -$130K -3,364 -17%
CL
306
Choreo LLC
Illinois
$630K +$37.7K +984 +6%
A
307
AlphaQuest
New York
$630K +$630K +16,334 New
OAC
308
OMERS Administration Corp
Ontario, Canada
$626K +$278K +7,200 +80%
US Bancorp
309
US Bancorp
Minnesota
$623K +$540 +14 +0.1%
LOAMS
310
Lombard Odier Asset Management (Switzerland)
Switzerland
$621K +$621K +16,089 New
FNC
311
First National Corp
Massachusetts
$614K -$2.7M -69,974 -81%
DADC
312
D.A. Davidson & Co
Montana
$606K +$16.5K +429 +3%
MSS
313
Mitchell Sinkler & Starr
Pennsylvania
$599K +$11.4K +295 +2%
LIM
314
Loudon Investment Management
New Hampshire
$596K – – –
WANY
315
Wealthspire Advisors (New York)
New York
$592K -$105K -2,734 -15%
KeyBank National Association
316
KeyBank National Association
Ohio
$585K -$7.91K -205 -1%
CWM
317
CIBC World Markets
New York
$584K +$43.6K +1,131 +8%
MUAMU
318
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$579K – – –
BWM
319
Blossom Wealth Management
California
$570K +$17.9K +465 +3%
RFA
320
Resurgent Financial Advisors
Georgia
$556K – – –
WTC
321
WhitTier Trust Company
Nevada
$556K – – –
AWM
322
AE Wealth Management
Kansas
$549K -$8.52K -221 -2%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$549K +$9.64K +250 +2%
KCM
324
Kathmere Capital Management
Pennsylvania
$547K -$18.4K -478 -3%
RP
325
Rowlandmiller & Partners
Georgia
$547K – – –
11 12
13
14 15