WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

597 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

Holders
597
Holders Change
+7
Holders Change %
+1.19%
% of All Funds
8.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
62
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
1
Nordea Investment Management
Sweden
$189M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$118M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$30.9M
4
BTW
4
Boston Trust Walden
Massachusetts
$33.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$536M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M
2
Millennium Management
2
Millennium Management
New York
$0
3
Amundi
3
Amundi
France
$278M
4
State Street
4
State Street
Massachusetts
$477M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$44.1M 1,180,773 -68,361 -5%
Fidelity International
27
Fidelity International
Bermuda
$43.5M 1,166,000 -84,000 -7%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$42.7M 1,143,652 -109,308 -9%
Principal Financial Group
29
Principal Financial Group
Iowa
$38M 1,017,853 -102,213 -9%
Franklin Resources
30
Franklin Resources
California
$36.8M 986,972 -860 -0.1%
Deutsche Bank
31
Deutsche Bank
Germany
$36.3M 973,172 +4,329 +0.4%
APG Asset Management
32
APG Asset Management
Netherlands
$35.8M 1,027,874 -25,543 -2%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$34.4M 920,253 -13,110 -1%
BTW
34
Boston Trust Walden
Massachusetts
$33.7M 903,372 +702,760 +350%
ProShare Advisors
35
ProShare Advisors
Maryland
$32.9M 881,658 +21,804 +3%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$31.8M 853,002 +30,815 +4%
Allianz Asset Management
37
Allianz Asset Management
Germany
$30.9M 827,768 +786,026 +1,883%
EIP
38
Energy Income Partners
Connecticut
$29.5M 790,751 +64,251 +9%
Swiss National Bank
39
Swiss National Bank
Switzerland
$28.7M 768,900 -8,700 -1%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$28.3M 758,443 +147,776 +24%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$26.8M 716,888 +41,059 +6%
Bank of America
42
Bank of America
North Carolina
$26.1M 700,474 -370,815 -35%
Aviva
43
Aviva
United Kingdom
$25.4M 680,881 +92,039 +16%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$24M 642,044 -3,241 -0.5%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$23.4M 625,213 -534,381 -46%
GKIM
46
GW&K Investment Management
Massachusetts
$22.8M 610,522 +61,299 +11%
UBS Group
47
UBS Group
Switzerland
$22.4M 598,969 +97,646 +19%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$21.1M 564,758 +171,790 +44%
GF
49
Gabelli Funds
New York
$20.7M 553,850 -6,100 -1%
COPPSERS
50
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.9M 505,438 +2,110 +0.4%
1
2
3 4 5