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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 %
PIM
326
Pullen Investment Management
Florida
$442K +$197K +5,273 +80%
FTC
327
Farmers Trust Company
Ohio
$442K -$12.5K -335 -3%
VI
328
Vestcor Inc
New Brunswick, Canada
$433K -$397K -10,635 -48%
FT
329
Fiduciary Trust
Massachusetts
$431K -$42K -1,125 -9%
OBGC
330
O'Brien Greene & Co
Pennsylvania
$415K – – –
SHFA
331
SS&H Financial Advisors
Michigan
$413K – – –
TW
332
TrinityPoint Wealth
Connecticut
$409K +$37 +1 +0%
IFWM
333
Institute for Wealth Management
Colorado
$406K – – –
D
334
Diversified
Delaware
$404K +$149 +4 +0%
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$404K -$153K -4,111 -28%
Bank Julius Baer & Co
336
Bank Julius Baer & Co
Switzerland
$399K -$45.1K -1,085 -10%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$396K -$224 -6 -0.1%
OC
338
Oppenheimer & Co
New York
$396K +$123K +3,299 +45%
RJT
339
Raymond James Trust
Florida
$395K -$90.7K -2,431 -19%
WHCI
340
W.H. Cornerstone Investments
Massachusetts
$393K +$3.17K +85 +0.8%
BFG
341
Bleakley Financial Group
New Jersey
$393K -$49.4K -1,324 -11%
SW
342
Simplicity Wealth
New Jersey
$390K -$48.7K -1,304 -11%
FMWA
343
Forvis Mazars Wealth Advisors
Missouri
$390K -$11.2K -299 -3%
TMAM
344
Tokio Marine Asset Management
Japan
$389K +$7.91K +212 +2%
PA
345
Procyon Advisors
Connecticut
$388K – – –
GEA
346
Glen Eagle Advisors
New Jersey
$388K -$77.6K -2,079 -17%
LIM
347
Longfellow Investment Management
Massachusetts
$386K +$2.65K +71 +0.7%
ECM
348
Evergreen Capital Management
Washington
$385K +$385K +10,319 New
FBT
349
First Bankers Trust
Kentucky
$385K -$13.1K -350 -3%
OQS
350
Occudo Quantitative Strategies
Florida
$385K +$385K +10,303 New
12 13
14
15 16