Essential Utilities
WTRG
627 hedge funds and large institutions have $8.09B invested in Essential Utilities in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 235 increasing their positions, 201 reducing their positions, and 43 closing their positions.
72% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 43
17% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 201
5% more funds holding
Funds holding: 600 → 627 (+27)
1% more capital invested
Capital invested by funds: $8.01B → $8.09B (+$80M)
6% less call options, than puts
Call options by funds: $3.39M | Put options by funds: $3.62M
1.29% less ownership
Funds ownership: 78.45% → 77.17% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$48.9M |
| 2 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$48.2M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$45.6M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$41.6M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$531M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$38.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$29.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.1M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$15.6M |
WTRG Hedge Fund Activity: Q3 2024 in Review
627 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2024, worth a combined $8.09B — up 1% from $8.01B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new WTRG positions and 43 closed out — a net gain of 31 holders — while 235 added to existing stakes and 201 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $48.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $531M.
- 627 institutional investors held Essential Utilities (WTRG) as of Q3 2024, up from 600 in Q2 2024.
- Funds reported $8.09B of Essential Utilities stock for Q3 2024, up 1% quarter-over-quarter.
- 74 funds opened new Essential Utilities positions in Q3 2024 and 43 closed out, a net change of +31 holders.
- The largest Essential Utilities buyer in Q3 2024 was Millennium Management, an estimated $48.9M added.
- The largest Essential Utilities seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $531M sold.
Based on aggregated 13F filings for Q3 2024.