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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 %
JIC
376
Johnson Investment Counsel
Ohio
$292K +$259 +7 +0.1%
HIS
377
Horizon Investment Services
Indiana
$291K +$45.2K +1,220 +18%
BHIA
378
Birch Hill Investment Advisors
Massachusetts
$291K -$15.2K -409 -5%
CIA
379
Choate Investment Advisors
Massachusetts
$289K +$63.9K +1,726 +28%
AAG
380
Armstrong Advisory Group
Massachusetts
$289K – – –
AG
381
Ascent Group
Virginia
$284K +$284K +7,661 New
LA
382
Lindenwold Advisors
Pennsylvania
$282K +$282K +7,622 New
PA
383
Pinnacle Associates
New York
$279K – – –
GT
384
Greenleaf Trust
Michigan
$276K +$42.8K +1,156 +18%
LNWWM
385
Laird Norton Wetherby Wealth Management
California
$275K +$1.04K +28 +0.4%
WF
386
Welch & Forbes
Massachusetts
$271K -$125K -3,375 -32%
OC
387
Oppenheimer & Co
New York
$270K +$32.9K +889 +14%
WE
388
Wealth Effects
Massachusetts
$268K -$90.1K -2,432 -25%
VCM
389
Virtue Capital Management
Tennessee
$266K -$47.4K -1,363 -15%
KIG
390
Kennedy Investment Group
New Jersey
$265K +$2.11K +57 +0.8%
RFA
391
RTD Financial Advisors
Pennsylvania
$263K – – –
SPS
392
Susquehanna Portfolio Strategies
Pennsylvania
$263K – – –
LA
393
LVW Advisors
New York
$259K – – –
NAMP
394
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$253K – – –
Qube Research & Technologies (QRT)
395
Qube Research & Technologies (QRT)
United Kingdom
$253K -$4.31M -116,277 -94%
ACM
396
Advisors Capital Management
New Jersey
$252K – – –
PWA
397
Providence Wealth Advisors
Illinois
$249K -$210K -5,774 -46%
KWA
398
Kingswood Wealth Advisors
California
$246K +$246K +6,650 New
Teacher Retirement System of Texas
399
Teacher Retirement System of Texas
Texas
$245K -$183K -4,939 -43%
PIM
400
Pullen Investment Management
Florida
$244K +$244K +6,573 New
14 15
16
17 18