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Essential Utilities
WTRG

Overview Fund Activity

621 hedge funds and large institutions have $7.96B invested in Essential Utilities in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 199 reducing their positions, and 45 closing their positions.

Holders
621
Holders Change
+24
Holders Change %
+4.02%
% of All Funds
8.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
232
Reduced
199
Closed
45
Calls
$3.39M
Puts
$3.62M
Net Calls
-$235K
Net Calls Change
+$706K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$48M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.3M
3
BTW
3
Boston Trust Walden
Massachusetts
$75.7M
4
Macquarie Group
4
Macquarie Group
Australia
$101M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$30.8M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$32M
2
APG Asset Management
2
APG Asset Management
Netherlands
$1.67M
3
Invesco
3
Invesco
Georgia
$133M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$103M
5
Northern Trust
5
Northern Trust
Illinois
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$49.4M 1,279,682 +451,914 +55%
Millennium Management
27
Millennium Management
New York
$48M 1,243,484 +1,243,484 New
EIP
28
Epoch Investment Partners
New York
$44.9M 1,164,398 -16,375 -1%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$41.5M 1,075,333 -68,319 -6%
AAMU
30
AEGON Asset Management (UK)
United Kingdom
$40.4M 1,048,821 -172,958 -14%
Franklin Resources
31
Franklin Resources
California
$39.8M 997,399 +10,427 +1%
Bank of America
32
Bank of America
North Carolina
$39.4M 1,020,395 +319,921 +46%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$36.8M 953,984 +237,096 +33%
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$35.2M 912,293 -7,960 -0.9%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$32.7M 847,984 +89,541 +12%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$32.4M 840,777 -12,225 -1%
T. Rowe Price Investment Management
37
T. Rowe Price Investment Management
Maryland
$32M 828,566 -13,516,694 -94%
Deutsche Bank
38
Deutsche Bank
Germany
$31.9M 826,740 -146,432 -15%
ProShare Advisors
39
ProShare Advisors
Maryland
$31.1M 805,620 -76,038 -9%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$30.8M 799,647 +799,647 New
UBS Group
41
UBS Group
Switzerland
$30.5M 790,908 +191,939 +32%
Swiss National Bank
42
Swiss National Bank
Switzerland
$29.7M 768,900 – –
Principal Financial Group
43
Principal Financial Group
Iowa
$29.6M 767,455 -250,398 -25%
GKIM
44
GW&K Investment Management
Massachusetts
$28.9M 750,353 +139,831 +23%
EIP
45
Energy Income Partners
Connecticut
$28.8M 747,091 -43,660 -6%
Aviva
46
Aviva
United Kingdom
$28.1M 728,337 +47,456 +7%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$25.2M 653,408 +11,364 +2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$23.2M 605,154 -20,059 -3%
GF
49
Gabelli Funds
New York
$21.3M 551,350 -2,500 -0.5%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$21M 544,850 -19,908 -4%
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