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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 %
MSFS
426
Main Street Financial Solutions
Pennsylvania
$216K +$216K +5,774 New
BMSSC
427
B. Metzler seel. Sohn & Co
Germany
$212K +$8.92K +239 +4%
CWM
428
Congress Wealth Management
Massachusetts
$209K +$209K +5,586 New
BBVA
429
Banco Bilbao Vizcaya Argentaria
Spain
$208K -$30K -799 -13%
TPCW
430
TD Private Client Wealth
New York
$207K -$1.05K -28 -0.5%
ZIM
431
Zacks Investment Management
Illinois
$207K -$448 -12 -0.2%
BCA
432
Bay Colony Advisors
Massachusetts
$207K – – –
EH
433
Equitable Holdings
New York
$204K +$1.31K +35 +0.6%
MIF
434
Mediolanum International Funds
Ireland
$202K +$202K +5,790 New
GT
435
Glenview Trust
Kentucky
$201K +$201K +5,392 New
MCM
436
MAI Capital Management
Ohio
$201K +$201K +5,386 New
GI
437
GAMMA Investing
California
$200K +$74.2K +1,989 +59%
HNB
438
Huntington National Bank
Ohio
$199K -$2.43K -65 -1%
PTC
439
Private Trust Company
Ohio
$199K -$11.7K -314 -6%
BCM
440
Blume Capital Management
California
$189K – – –
VLKIM
441
Van Lanschot Kempen Investment Management
Netherlands
$185K +$80.1K +2,147 +76%
CF
442
Centaurus Financial
California
$181K +$149 +4 +0.1%
RWMG
443
Redwood Wealth Management Group
New Jersey
$174K +$174K +4,659 New
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$173K +$117K +3,127 +207%
PS
445
Principal Securities
Iowa
$169K -$221K -5,924 -57%
Allspring Global Investments
446
Allspring Global Investments
North Carolina
$165K +$13.1K +352 +9%
NIMI
447
Natixis Investment Managers International
France
$151K – – –
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$149K -$9.59K -257 -6%
CTC
449
Cetera Trust Company
Minnesota
$148K +$148K +3,965 New
GRP
450
Global Retirement Partners
California
$146K +$28K +749 +24%
16 17
18
19 20