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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 %
MW
376
Marcum Wealth
Ohio
$352K -$3.2K -83 -0.9%
S
377
SignatureFD
Georgia
$352K +$6.6K +171 +2%
WF
378
Welch & Forbes
Massachusetts
$352K +$53.7K +1,391 +18%
MMM
379
Mendel Money Management
Illinois
$349K +$386 +10 +0.1%
GVAG
380
Great Valley Advisor Group
Delaware
$344K +$1.12K +29 +0.3%
FIA
381
Foundations Investment Advisors
Arizona
$344K – – –
DWT
382
Dorsey & Whitney Trust
South Dakota
$338K +$11K +285 +3%
CG
383
Caprock Group
Idaho
$337K -$1.62K -42 -0.5%
IMCOOI
384
Investment Management Corp of Ontario (IMCO)
Canada
$333K +$108K +2,800 +48%
AC
385
Apella Capital
Connecticut
$332K +$2.9K +75 +0.9%
GA
386
GSG Advisors
New Jersey
$331K +$2.22K +58 +0.7%
WHCI
387
W.H. Cornerstone Investments
Massachusetts
$318K -$87.8K -2,277 -22%
SPC
388
Sigma Planning Corp
Michigan
$314K +$2.24K +58 +0.7%
OBGC
389
O'Brien Greene & Co
Pennsylvania
$313K -$116K -3,000 -27%
LS
390
Livforsakringsbolaget Skandia
Sweden
$312K +$274K +7,100 +710%
FTWA
391
Fifth Third Wealth Advisors
Ohio
$310K +$1.16K +30 +0.4%
FTDI
392
First Trust Direct Indexing
Massachusetts
$309K +$13K +337 +4%
LA
393
Lindenwold Advisors
Pennsylvania
$306K +$14K +364 +5%
SWM
394
SeaCrest Wealth Management
New York
$305K +$77 +2 +0%
BHIA
395
Birch Hill Investment Advisors
Massachusetts
$303K – – –
AAG
396
Armstrong Advisory Group
Massachusetts
$302K +$3.86K +100 +1%
CPIG
397
Chicago Partners Investment Group
Illinois
$302K +$302K +7,496 New
YIA
398
YHB Investment Advisors
Connecticut
$300K -$18.1K -470 -6%
MM
399
MQS Management
New York
$296K +$296K +7,683 New
GIA
400
Gateway Investment Advisers
Ohio
$296K +$15K +388 +5%
14 15
16
17 18