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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 %
FTWA
376
Fifth Third Wealth Advisors
Ohio
$299K +$299K +8,002 New
LSIA
377
LaSalle St. Investment Advisors
Illinois
$298K +$708 +19 +0.2%
HSA
378
HBK Sorce Advisory
Pennsylvania
$298K -$3.06K -82 -1%
HIS
379
Horizon Investment Services
Indiana
$295K +$2.13K +57 +0.7%
SWM
380
SeaCrest Wealth Management
New York
$295K +$295K +7,906 New
JIC
381
Johnson Investment Counsel
Ohio
$294K +$224 +6 +0.1%
BHIA
382
Birch Hill Investment Advisors
Massachusetts
$293K – – –
SYBT
383
Stock Yards Bank & Trust
Kentucky
$290K -$141K -3,782 -33%
AAG
384
Armstrong Advisory Group
Massachusetts
$289K – – –
WF
385
Welch & Forbes
Massachusetts
$288K +$15.5K +416 +6%
FTDI
386
First Trust Direct Indexing
Massachusetts
$287K +$287K +7,687 New
GT
387
Greenleaf Trust
Michigan
$284K +$6.16K +165 +2%
LA
388
Lindenwold Advisors
Pennsylvania
$282K -$2.09K -56 -0.7%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$282K +$162K +4,340 +135%
PA
390
Pinnacle Associates
New York
$281K – – –
VCM
391
Virtue Capital Management
Tennessee
$275K -$35.9K -884 -12%
GIA
392
Gateway Investment Advisers
Ohio
$272K -$110K -2,937 -29%
RFA
393
RTD Financial Advisors
Pennsylvania
$265K – – –
KIG
394
Kennedy Investment Group
New Jersey
$264K -$3.36K -90 -1%
LA
395
LVW Advisors
New York
$261K – – –
KWA
396
Kingswood Wealth Advisors
California
$259K +$11.1K +297 +4%
CCA
397
Conestoga Capital Advisors
Pennsylvania
$259K -$230K -6,150 -47%
Focus Partners Wealth
398
Focus Partners Wealth
Massachusetts
$258K +$258K +6,907 New
UM
399
UniSuper Management
Australia
$258K +$119K +3,200 +86%
PA
400
Profund Advisors
Maryland
$257K -$62K -1,661 -19%
14 15
16
17 18