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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 %
HDIM
451
Hanson & Doremus Investment Management
Vermont
$116K – – –
TCOV
452
Trust Company of Vermont
Vermont
$115K +$45.2K +1,221 +65%
SWM
453
Spire Wealth Management
Virginia
$114K – – –
WT
454
Washington Trust
Rhode Island
$109K – – –
VLKIM
455
Van Lanschot Kempen Investment Management
Netherlands
$104K +$13.8K +372 +15%
HBW
456
Hazlett, Burt & Watson
West Virginia
$101K -$9.48K -257 -9%
AF
457
Allworth Financial
California
$99.7K +$444 +12 +0.4%
HI
458
Harbour Investments
Wisconsin
$95K +$18.6K +502 +24%
GWSG
459
GPS Wealth Strategies Group
Colorado
$94K – – –
KC
460
Kepos Capital
New York
$94K +$3.4K +92 +4%
BCWM
461
Bartlett & Co Wealth Management
Ohio
$93.8K – – –
PA
462
Parallel Advisors
California
$92.2K +$2.93K +79 +3%
CNBTD
463
Citizens National Bank Trust Department
Mississippi
$90.8K – – –
CT
464
Colonial Trust
South Carolina
$88.9K +$44.6K +1,205 +101%
EC
465
EntryPoint Capital
New York
$86.5K +$86.5K +2,336 New
National Bank of Canada
466
National Bank of Canada
Quebec, Canada
$86.3K +$745 +19 +0.9%
RIM
467
Rakuten Investment Management
Japan
$83.3K +$76.6K +2,067 +1,148%
UB
468
UMB Bank
Missouri
$77.9K +$3.04K +82 +4%
CTA
469
Colonial Trust Advisors
South Carolina
$75.7K – – –
TVWM
470
Tower View Wealth Management
Wisconsin
$72.4K -$17.2K -463 -19%
GWM
471
Geneos Wealth Management
Colorado
$69.1K – – –
SAM
472
Shell Asset Management
Netherlands
$68K -$475K -12,754 -87%
JGIA
473
Jackson Grant Investment Advisers
Connecticut
$62.8K – – –
BSWA
474
Bromfield Sneider Wealth Advisors
Massachusetts
$61.4K – – –
OSNBOA
475
Old Second National Bank of Aurora
Illinois
$59.3K – – –
17 18
19
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