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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
1
T. Rowe Price Investment Management
Maryland
$513M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$126M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
EIP
4
Epoch Investment Partners
New York
$46.3M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$46.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Amundi
3
Amundi
France
$296M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$46.4M +$30.5M +823,254 +192%
Fidelity International
27
Fidelity International
Bermuda
$46.3M +$9.26M +250,000 +25%
EIP
28
Epoch Investment Partners
New York
$46.3M +$46.3M +1,249,134 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$43M -$28M -755,440 -39%
Principal Financial Group
30
Principal Financial Group
Iowa
$41.5M +$1.23M +33,329 +3%
Bank of America
31
Bank of America
North Carolina
$39.7M +$23.3M +629,010 +142%
Franklin Resources
32
Franklin Resources
California
$36.6M -$15.4M -416,583 -30%
APG Asset Management
33
APG Asset Management
Netherlands
$36.1M +$4.45M +129,791 +14%
Deutsche Bank
34
Deutsche Bank
Germany
$35.9M +$9.31M +251,244 +35%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$34.6M +$29.5M +795,913 +579%
Millennium Management
36
Millennium Management
New York
$34.1M +$17.7M +478,870 +109%
ProShare Advisors
37
ProShare Advisors
Maryland
$31.9M -$2.18M -58,964 -6%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$30.5M -$267K -7,193 -0.9%
Swiss National Bank
39
Swiss National Bank
Switzerland
$28.8M -$193K -5,200 -0.7%
EIP
40
Energy Income Partners
Connecticut
$26.9M +$26.9M +726,500 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$25M +$230K +6,217 +0.9%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$23.9M -$1.26M -34,056 -5%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$22.6M +$2.39M +64,394 +12%
Aviva
44
Aviva
United Kingdom
$21.8M +$16.2M +436,755 +287%
GF
45
Gabelli Funds
New York
$20.7M +$2.15M +58,018 +12%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$20.7M +$956K +25,812 +5%
GKIM
47
GW&K Investment Management
Massachusetts
$20.3M +$20.3M +548,973 +219,589%
COPPSERS
48
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.6M +$1.66M +44,686 +10%
UBS Group
49
UBS Group
Switzerland
$18.6M -$26.8M -724,526 -59%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$17.7M -$147K -3,980 -0.8%
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