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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 %
PF
351
Phoenix Financial
Israel
$384K +$4.18K +112 +1%
MAS
352
Meeder Advisory Services
Ohio
$379K +$136K +3,649 +56%
QCM
353
Quantinno Capital Management
New York
$379K +$148K +3,954 +64%
Assenagon Asset Management
354
Assenagon Asset Management
Luxembourg
$371K – – –
HWM
355
HB Wealth Management
Georgia
$363K +$2.61K +70 +0.7%
EWA
356
EP Wealth Advisors
California
$358K +$37.5K +1,005 +12%
ECM
357
EagleClaw Capital Management
Massachusetts
$357K – – –
MCM
358
Manchester Capital Management
Vermont
$346K -$1.76K -47 -0.5%
MW
359
Marcum Wealth
Ohio
$344K +$1.08K +29 +0.3%
MMM
360
Mendel Money Management
Illinois
$337K +$3.73K +100 +1%
OAC
361
OMERS Administration Corp
Ontario, Canada
$337K +$337K +9,029 New
S
362
SignatureFD
Georgia
$334K -$17.7K -474 -5%
FIA
363
Foundations Investment Advisors
Arizona
$332K – – –
GVAG
364
Great Valley Advisor Group
Delaware
$332K +$1.01K +27 +0.3%
GWM
365
Gitterman Wealth Management
New Jersey
$331K -$9.97K -267 -3%
AFG
366
Atomi Financial Group
New York
$330K -$61.7K -1,653 -16%
CG
367
Caprock Group
Idaho
$328K +$25K +670 +8%
UCFA
368
United Capital Financial Advisors
Texas
$322K -$47.4K -1,270 -13%
FAFN
369
First Affirmative Financial Network
Colorado
$318K +$22.9K +613 +8%
GA
370
GSG Advisors
New Jersey
$318K – – –
DWT
371
Dorsey & Whitney Trust
South Dakota
$316K +$316K +8,477 New
AC
372
Apella Capital
Connecticut
$316K – – –
YIA
373
YHB Investment Advisors
Connecticut
$308K -$159K -4,256 -34%
QCG
374
Quadrant Capital Group
Ohio
$304K -$17.8K -477 -6%
SPC
375
Sigma Planning Corp
Michigan
$302K +$67.2K +1,799 +29%
13 14
15
16 17