WTRG icon

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 %
HIC
426
Hartline Investment Corp
Illinois
$205K +$205K +5,535 New
SHA
427
Seneca House Advisors
Virginia
$205K – – –
Susquehanna International Group
428
Susquehanna International Group
Pennsylvania
$204K -$996K -26,894 -83%
DWA
429
Delap Wealth Advisory
Oregon
$202K +$202K +5,462 New
BMSSC
430
B. Metzler seel. Sohn & Co
Germany
$202K – – –
EH
431
Equitable Holdings
New York
$201K -$7.34K -198 -4%
HNB
432
Huntington National Bank
Ohio
$200K +$1.11K +30 +0.6%
SG Americas Securities
433
SG Americas Securities
New York
$199K -$537K -14,484 -73%
BCM
434
Blume Capital Management
California
$187K – – –
CF
435
Centaurus Financial
California
$180K +$111 +3 +0.1%
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$158K +$13.5K +364 +9%
Allspring Global Investments
437
Allspring Global Investments
North Carolina
$151K -$49.1K -1,325 -25%
NIMI
438
Natixis Investment Managers International
France
$149K -$92.2K -2,489 -38%
WT
439
Whittier Trust
California
$139K – – –
UM
440
UniSuper Management
Australia
$137K +$70.4K +1,900 +106%
NA
441
NewEdge Advisors
Louisiana
$137K -$11.3K -304 -8%
CI Investments Inc
442
CI Investments Inc
Ontario, Canada
$128K +$24.8K +668 +24%
TF
443
Tompkins Financial
New York
$127K – – –
SIS
444
Sound Income Strategies
Florida
$127K +$37 +1 +0%
GI
445
GAMMA Investing
California
$125K +$5.19K +140 +4%
BFEC
446
Benjamin F. Edwards & Company
Missouri
$124K – – –
BONH
447
Bank of New Hampshire
New Hampshire
$120K – – –
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$119K +$39.5K +1,067 +50%
GRP
449
Global Retirement Partners
California
$117K +$111 +3 +0.1%
VSQM
450
V-Square Quantitative Management
Illinois
$116K – – –
16 17
18
19 20