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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 %
QCG
401
Quadrant Capital Group
Ohio
$296K -$18.6K -483 -6%
SYBT
402
Stock Yards Bank & Trust
Kentucky
$294K -$5.01K -130 -2%
II
403
Inspire Investing
Idaho
$293K +$293K +7,590 New
UCFA
404
United Capital Financial Advisors
Texas
$291K -$41.8K -1,083 -13%
HSA
405
HBK Sorce Advisory
Pennsylvania
$291K -$17.2K -446 -6%
EH
406
Equitable Holdings
New York
$289K +$78.2K +2,028 +37%
JIC
407
Johnson Investment Counsel
Ohio
$285K -$19K -493 -6%
SI
408
Seeds Investor
New York
$284K +$37.2K +965 +15%
GT
409
Greenleaf Trust
Michigan
$284K -$9.84K -255 -3%
PA
410
Pinnacle Associates
New York
$282K – – –
PTC
411
Petrus Trust Company
Texas
$279K +$279K +7,239 New
PWA
412
Providence Wealth Advisors
Illinois
$276K – – –
RFA
413
RTD Financial Advisors
Pennsylvania
$274K – – –
TRCT
414
Tower Research Capital (TRC)
New York
$271K -$217K -5,615 -44%
UM
415
UniSuper Management
Australia
$266K – – –
CB
416
Commerce Bank
Missouri
$265K +$31K +805 +13%
NAMP
417
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$264K – – –
TWP
418
Tower Wealth Partners
Pennsylvania
$263K +$4.28K +111 +2%
PA
419
Profund Advisors
Maryland
$262K -$3.7K -96 -1%
ACM
420
Advisors Capital Management
New Jersey
$262K – – –
KIG
421
Kennedy Investment Group
New Jersey
$260K -$12.9K -335 -5%
AG
422
Ascent Group
Virginia
$257K – – –
AIM
423
Anchor Investment Management
South Carolina
$250K +$1K +26 +0.4%
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$243K +$3.08K +80 +1%
MFG
425
MidWestOne Financial Group
Iowa
$241K – – –
15 16
17
18 19