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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 %
PTC
451
Private Trust Company
Ohio
$205K – – –
TC
452
TownSquare Capital
Utah
$204K +$204K +5,302 New
CMS
453
Capital Market Strategies
Florida
$204K +$204K +5,300 New
LWA
454
Ledgewood Wealth Advisors
New Hampshire
$201K +$201K +5,206 New
ATC
455
Argent Trust Co
Tennessee
$201K -$47.9K -1,242 -19%
EE
456
EWG Elevate
California
$200K +$200K +5,187 New
SG Americas Securities
457
SG Americas Securities
New York
$193K -$44.9K -1,164 -19%
CF
458
Centaurus Financial
California
$187K +$116 +3 +0.1%
AssetMark Inc
459
AssetMark Inc
California
$187K +$187K +4,843 New
VLKIM
460
Van Lanschot Kempen Investment Management
Netherlands
$183K -$8.83K -229 -5%
RIM
461
Rakuten Investment Management
Japan
$183K +$45.3K +1,180 +33%
GI
462
GAMMA Investing
California
$178K -$28.7K -745 -14%
CTC
463
Cetera Trust Company
Minnesota
$172K +$19.3K +500 +13%
PS
464
Principal Securities
Iowa
$169K -$5.44K -141 -3%
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$160K +$5.48K +142 +4%
BCM
466
Blume Capital Management
California
$155K -$39.5K -1,025 -20%
GRP
467
Global Retirement Partners
California
$151K +$270 +7 +0.2%
QL
468
Quarry LP
New York
$150K +$150K +3,882 New
CI Investments Inc
469
CI Investments Inc
Ontario, Canada
$146K +$12.1K +312 +9%
WT
470
Whittier Trust
California
$145K – – –
ACM
471
Aster Capital Management
United Arab Emirates
$140K +$140K +3,638 New
VSQM
472
V-Square Quantitative Management
Illinois
$134K +$12.8K +333 +11%
NIMI
473
Natixis Investment Managers International
France
$131K -$24.1K -624 -15%
HDIM
474
Hanson & Doremus Investment Management
Vermont
$121K – – –
SWM
475
Spire Wealth Management
Virginia
$119K – – –
17 18
19
20 21