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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
$55.3M
3
BTW
Boston Trust Walden
Massachusetts
$75.7M
4
Macquarie Group
Macquarie Group
Australia
$101M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$30.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$32M
2
APG Asset Management
APG Asset Management
Netherlands
$1.67M
3
Invesco
Invesco
Georgia
$133M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$103M
5
Northern Trust
Northern Trust
Illinois
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
426
Fulcrum Capital
Washington
$241K – – –
Mirae Asset Global Investments
427
Mirae Asset Global Investments
South Korea
$240K +$38 +1 +0%
MA
428
MONECO Advisors
Connecticut
$239K – – –
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$239K -$8.14K -211 -3%
D
430
Diversified
Delaware
$238K -$179K -4,651 -43%
DE
431
Diversified Enterprises
Delaware
$238K +$238K +6,174 New
PWLP
432
Prio Wealth Limited Partnership
Massachusetts
$238K – – –
SCTC
433
Sanibel Captiva Trust Company
Florida
$237K – – –
BP
434
Ballentine Partners
Massachusetts
$236K +$236K +6,124 New
MC
435
Machina Capital
France
$235K +$235K +6,087 New
NFG
436
Nations Financial Group
Iowa
$233K -$5.21K -135 -2%
CRIG
437
Charter Research & Investment Group
Connecticut
$229K – – –
IWC
438
Integrated Wealth Concepts
Massachusetts
$227K +$1.08K +28 +0.5%
Rafferty Asset Management
439
Rafferty Asset Management
New York
$224K -$15.4K -399 -6%
SPWM
440
Schrum Private Wealth Management
Florida
$222K +$222K +5,750 New
BMSSC
441
B. Metzler seel. Sohn & Co
Germany
$219K – – –
CCMG
442
Clark Capital Management Group
Pennsylvania
$216K -$23.7K -615 -10%
BCA
443
Bay Colony Advisors
Massachusetts
$213K – – –
TPCW
444
TD Private Client Wealth
New York
$213K -$1.54K -40 -0.7%
Fisher Asset Management
445
Fisher Asset Management
Washington
$212K +$212K +5,496 New
GT
446
Glenview Trust
Kentucky
$208K – – –
LBC
447
Lowe Brockenbrough & Co
Virginia
$206K +$206K +5,350 New
FFG
448
Fortem Financial Group
California
$206K +$206K +5,347 New
HNB
449
Huntington National Bank
Ohio
$206K – – –
BHWM
450
Bar Harbor Wealth Management
New Hampshire
$205K +$205K +5,322 New
16 17
18
19 20