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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 %
SHFA
326
SS&H Financial Advisors
Michigan
$410K – – –
CAM
327
Cresset Asset Management
Illinois
$410K +$159K +4,303 +64%
TRCT
328
Tower Research Capital (TRC)
New York
$408K -$850K -22,935 -68%
TW
329
TrinityPoint Wealth
Connecticut
$406K +$7K +189 +2%
IFWM
330
Institute for Wealth Management
Colorado
$403K +$1.89K +51 +0.5%
D
331
Diversified
Delaware
$401K -$31.1K -839 -7%
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$398K +$3.11K +84 +0.8%
Bank Julius Baer & Co
333
Bank Julius Baer & Co
Switzerland
$396K – – –
FBT
334
First Bankers Trust
Kentucky
$395K – – –
CWM
335
CIBC World Markets
New York
$394K +$134K +3,630 +52%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$393K +$23.7K +640 +6%
AFG
337
Atomi Financial Group
New York
$389K +$389K +10,496 New
PS
338
Principal Securities
Iowa
$387K -$263K -7,090 -40%
WHCI
339
W.H. Cornerstone Investments
Massachusetts
$387K +$3.37K +91 +0.9%
PA
340
Procyon Advisors
Connecticut
$386K +$14.1K +381 +4%
Janus Henderson Group
341
Janus Henderson Group
United Kingdom
$380K -$631K -17,034 -62%
LIM
342
Longfellow Investment Management
Massachusetts
$380K +$2.59K +70 +0.7%
GIA
343
Gateway Investment Advisers
Ohio
$379K +$379K +10,223 New
FWCM
344
Ferguson Wellman Capital Management
Oregon
$378K – – –
TMAM
345
Tokio Marine Asset Management
Japan
$378K +$67.4K +1,818 +22%
PF
346
Phoenix Financial
Israel
$376K +$43K +1,164 +13%
Assenagon Asset Management
347
Assenagon Asset Management
Luxembourg
$368K +$23.3K +628 +7%
UCFA
348
United Capital Financial Advisors
Texas
$367K -$64K -1,727 -15%
CL
349
Choreo LLC
Illinois
$363K – – –
HWM
350
HB Wealth Management
Georgia
$358K -$3.67K -99 -1%
12 13
14
15 16