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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 %
MAS
401
Meeder Advisory Services
Ohio
$241K +$12.6K +339 +5%
SCTC
402
Sanibel Captiva Trust Company
Florida
$240K +$12.4K +334 +5%
ATC
403
Argent Trust Co
Tennessee
$239K -$25.9K -700 -10%
AIM
404
Anchor Investment Management
South Carolina
$238K +$963 +26 +0.4%
BBVA
405
Banco Bilbao Vizcaya Argentaria
Spain
$235K +$235K +6,338 New
NFG
406
Nations Financial Group
Iowa
$233K -$445 -12 -0.2%
SPC
407
Sigma Planning Corp
Michigan
$233K +$31.5K +851 +16%
TWP
408
Tower Wealth Partners
Pennsylvania
$233K +$2.85K +77 +1%
MFG
409
MidWestOne Financial Group
Iowa
$232K – – –
FC
410
Fulcrum Capital
Washington
$232K – – –
NP
411
NorthRock Partners
Minnesota
$230K +$230K +6,219 New
MA
412
MONECO Advisors
Connecticut
$229K +$229K +6,188 New
QCM
413
Quantinno Capital Management
New York
$229K +$17.4K +471 +8%
PWLP
414
Prio Wealth Limited Partnership
Massachusetts
$229K – – –
CB
415
Commerce Bank
Missouri
$225K +$5.78K +156 +3%
CRIG
416
Charter Research & Investment Group
Connecticut
$220K – – –
IWC
417
Integrated Wealth Concepts
Massachusetts
$218K +$218K +5,895 New
CCG
418
Capital CS Group
California
$210K – – –
LBC
419
Lowe Brockenbrough & Co
Virginia
$209K – – –
PTC
420
Private Trust Company
Ohio
$209K -$815 -22 -0.4%
VIM
421
Vinva Investment Management
Australia
$207K – – –
TPCW
422
TD Private Client Wealth
New York
$207K +$206K +5,563 +26,490%
ZIM
423
Zacks Investment Management
Illinois
$206K +$206K +5,556 New
PAM
424
Paradigm Asset Management
New York
$206K -$68.5K -1,850 -25%
BCA
425
Bay Colony Advisors
Massachusetts
$205K – – –
15 16
17
18 19