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Essential Utilities
WTRG

Overview Fund Activity

616 hedge funds and large institutions have $7.88B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 179 increasing their positions, 253 reducing their positions, and 65 closing their positions.

Holders
616
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
8.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
179
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$1.2B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$244M
4
Cohen & Steers
4
Cohen & Steers
New York
$52.4M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$247M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$511K
2
PFA
2
Pathway Financial Advisers
Indiana
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.9M
4
Amundi
4
Amundi
France
$245M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$9.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$58.9M -$38.4M -1,056,586 -39%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$58.2M +$1M +27,641 +2%
Ensign Peak Advisors
28
Ensign Peak Advisors
Utah
$57.9M +$24.7M +680,760 +75%
UBS Group
29
UBS Group
Switzerland
$53.9M +$25.2M +693,889 +88%
Cohen & Steers
30
Cohen & Steers
New York
$52.4M +$52.4M +1,441,490 New
EIP
31
Epoch Investment Partners
New York
$43.5M +$1.18M +32,548 +3%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$38.1M -$1M -27,627 -3%
Franklin Resources
33
Franklin Resources
California
$38M +$1.78M +49,044 +5%
AAMU
34
AEGON Asset Management (UK)
United Kingdom
$35.8M -$2.33M -64,178 -6%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$34.6M +$3.84M +105,590 +12%
ProShare Advisors
36
ProShare Advisors
Maryland
$31.7M +$2.48M +68,177 +8%
T. Rowe Price Investment Management
37
T. Rowe Price Investment Management
Maryland
$29.2M -$941K -25,906 -3%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$29.1M -$1.45M -39,993 -5%
Bank of America
39
Bank of America
North Carolina
$27.2M -$9.91M -272,858 -27%
Swiss National Bank
40
Swiss National Bank
Switzerland
$26.7M -$1.25M -34,400 -4%
GKIM
41
GW&K Investment Management
Massachusetts
$26.4M -$892K -24,556 -3%
Principal Financial Group
42
Principal Financial Group
Iowa
$26.3M -$1.52M -41,974 -5%
Aviva
43
Aviva
United Kingdom
$26M -$477K -13,125 -2%
Deutsche Bank
44
Deutsche Bank
Germany
$25.5M -$4.53M -124,610 -15%
EIP
45
Energy Income Partners
Connecticut
$25.3M -$1.86M -51,228 -7%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$21.6M -$2.11M -58,173 -9%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$21.1M -$13.5M -371,795 -39%
Wells Fargo
48
Wells Fargo
California
$20.6M +$1.4M +38,439 +7%
RBI
49
Raiffeisen Bank International
Austria
$20.4M +$20.4M +564,212 New
GF
50
Gabelli Funds
New York
$20M – – –
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