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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 %
ECM
351
EagleClaw Capital Management
Massachusetts
$426K +$57.9K +1,500 +16%
CW
352
Code Waechter
Florida
$423K +$423K +10,968 New
TW
353
TrinityPoint Wealth
Connecticut
$423K +$39 +1 +0%
RJT
354
Raymond James Trust
Florida
$423K +$14.8K +383 +4%
FT
355
Fiduciary Trust
Massachusetts
$421K -$24.1K -624 -5%
IFWM
356
Institute for Wealth Management
Colorado
$419K -$193 -5 -0%
BWP
357
Bernardo Wealth Planning
Pennsylvania
$419K -$406K -10,115 -49%
Bank Julius Baer & Co
358
Bank Julius Baer & Co
Switzerland
$413K -$26.9K -589 -6%
BFG
359
Bleakley Financial Group
New Jersey
$404K -$1.89K -49 -0.5%
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$402K -$15.9K -413 -4%
PA
361
Procyon Advisors
Connecticut
$401K – – –
LIM
362
Longfellow Investment Management
Massachusetts
$401K +$2.39K +62 +0.6%
OC
363
Oppenheimer & Co
New York
$400K -$8.45K -219 -2%
CC
364
Centiva Capital
New York
$400K +$400K +10,359 New
FBT
365
First Bankers Trust
Kentucky
$398K – – –
ECM
366
Evergreen Capital Management
Washington
$397K -$656 -17 -0.2%
HWM
367
HB Wealth Management
Georgia
$388K +$12.9K +334 +3%
GEA
368
Glen Eagle Advisors
New Jersey
$384K -$16.8K -435 -4%
FAFN
369
First Affirmative Financial Network
Colorado
$372K +$43.2K +1,120 +13%
SCM
370
Sterling Capital Management
North Carolina
$370K +$370K +9,600 New
EWA
371
EP Wealth Advisors
California
$370K +$116 +3 +0%
AFG
372
Atomi Financial Group
New York
$363K +$21.5K +557 +6%
MIF
373
Mediolanum International Funds
Ireland
$361K +$139K +3,624 +63%
MCM
374
Manchester Capital Management
Vermont
$358K +$154 +4 +0%
GWM
375
Gitterman Wealth Management
New Jersey
$356K +$13.3K +344 +4%
13 14
15
16 17