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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 %
ECM
351
EagleClaw Capital Management
Massachusetts
$354K +$18.5K +500 +6%
CTC
352
Central Trust Company
Missouri
$351K +$42.6K +1,150 +14%
S
353
SignatureFD
Georgia
$349K -$7.89K -213 -2%
Bank of Nova Scotia
354
Bank of Nova Scotia
Ontario, Canada
$345K -$159K -4,292 -32%
MCM
355
Manchester Capital Management
Vermont
$345K +$171K +4,617 +98%
MW
356
Marcum Wealth
Ohio
$340K +$3.63K +98 +1%
GWM
357
Gitterman Wealth Management
New Jersey
$339K +$84.6K +2,282 +33%
KeyBank National Association
358
KeyBank National Association
Ohio
$337K -$59.5K -1,606 -15%
MMM
359
Mendel Money Management
Illinois
$331K +$6.85K +185 +2%
FIA
360
Foundations Investment Advisors
Arizona
$330K – – –
GVAG
361
Great Valley Advisor Group
Delaware
$329K +$1.11K +30 +0.3%
MC
362
Machina Capital
France
$324K +$63.6K +1,716 +24%
BPA
363
Beacon Pointe Advisors
California
$321K +$66.2K +1,788 +26%
QCG
364
Quadrant Capital Group
Ohio
$319K -$28.9K -779 -8%
EWA
365
EP Wealth Advisors
California
$318K +$89.9K +2,427 +39%
PA
366
Profund Advisors
Maryland
$317K +$37.6K +1,016 +13%
SFA
367
Sequoia Financial Advisors
Ohio
$316K +$87K +2,349 +38%
SSA
368
Schonfeld Strategic Advisors
New York
$314K +$314K +8,488 New
AC
369
Apella Capital
Connecticut
$312K +$2.79K +76 +0.9%
GA
370
GSG Advisors
New Jersey
$309K – – –
TIAA Trust, National Association
371
TIAA Trust, National Association
North Carolina
$306K -$95K -2,563 -24%
CG
372
Caprock Group
Idaho
$301K +$21.7K +585 +8%
HSA
373
HBK Sorce Advisory
Pennsylvania
$299K -$24.8K -669 -8%
LSIA
374
LaSalle St. Investment Advisors
Illinois
$295K +$13.9K +375 +5%
FAFN
375
First Affirmative Financial Network
Colorado
$293K +$14.3K +386 +5%
13 14
15
16 17