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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 %
MYAM
326
Meiji Yasuda Asset Management
Japan
$544K -$6.33K -164 -1%
QCM
327
QRG Capital Management
Illinois
$540K +$77.1K +1,999 +17%
CYG
328
Clean Yield Group
Vermont
$521K – – –
TCM
329
Tradewinds Capital Management
Washington
$517K +$39 +1 +0%
QWM
330
Quaker Wealth Management
New Jersey
$513K +$513K +13,299 New
CAM
331
Cresset Asset Management
Illinois
$512K +$42.7K +1,107 +9%
MGP
332
M&G plc
United Kingdom
$508K – – –
PP
333
Paloma Partners
Connecticut
$499K +$499K +12,949 New
ISL
334
Ingalls & Snyder LLC
New York
$497K -$17.4K -450 -3%
IMRF
335
Illinois Municipal Retirement Fund
Illinois
$495K – – –
Bank of Nova Scotia
336
Bank of Nova Scotia
Ontario, Canada
$486K +$17.4K +450 +4%
Capstone Investment Advisors
337
Capstone Investment Advisors
New York
$478K +$478K +12,404 New
QCM
338
Quantinno Capital Management
New York
$469K +$77.7K +2,014 +20%
Mirae Asset Global ETFs Holdings
339
Mirae Asset Global ETFs Holdings
Hong Kong
$463K -$1.47K -38 -0.3%
IC
340
IEQ Capital
California
$463K +$3.78K +98 +0.8%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$463K +$53.9K +1,397 +13%
FTC
342
Farmers Trust Company
Ohio
$462K +$5.25K +136 +1%
FMWA
343
Forvis Mazars Wealth Advisors
Missouri
$456K +$53.8K +1,394 +13%
PIM
344
Pullen Investment Management
Florida
$455K -$1.47K -38 -0.3%
PAS
345
Point72 Asia (Singapore)
Singapore
$451K +$451K +11,686 New
BFM
346
Boothbay Fund Management
New York
$442K +$442K +11,467 New
MGP
347
Metis Global Partners
California
$438K -$19.2K -499 -4%
TMAM
348
Tokio Marine Asset Management
Japan
$430K +$28.4K +737 +7%
MAS
349
Meeder Advisory Services
Ohio
$429K +$37.4K +969 +10%
SHFA
350
SS&H Financial Advisors
Michigan
$427K – – –
12 13
14
15 16