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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$66.1M +$3.12M +79,041 +5%
Allianz Asset Management
27
Allianz Asset Management
Germany
$64.4M -$12.1M -306,968 -16%
UBS Group
28
UBS Group
Switzerland
$64.3M +$5.61M +141,875 +10%
Cohen & Steers
29
Cohen & Steers
New York
$58.7M +$1.74M +44,060 +3%
EIP
30
Epoch Investment Partners
New York
$46.6M -$751K -19,003 -2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$44M +$2.6M +65,744 +6%
Franklin Resources
32
Franklin Resources
California
$41.6M +$202K +5,105 +0.5%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$40.8M +$30.6M +773,628 +300%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$38.8M +$15.7M +398,344 +68%
Goldman Sachs
35
Goldman Sachs
New York
$37.3M +$20.6M +519,933 +123%
ACG
36
Aventail Capital Group
New York
$37.2M +$37.2M +942,298 New
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$37.2M -$465K -11,765 -1%
ProShare Advisors
38
ProShare Advisors
Maryland
$36.9M +$2.38M +60,123 +7%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$33.6M +$1.99M +50,332 +6%
Aviva
40
Aviva
United Kingdom
$33.2M +$4.9M +123,940 +17%
Bank of America
41
Bank of America
North Carolina
$30.5M +$952K +24,088 +3%
AAMU
42
AEGON Asset Management (UK)
United Kingdom
$30.1M -$8.85M -223,990 -23%
Swiss National Bank
43
Swiss National Bank
Switzerland
$29.1M +$47.4K +1,200 +0.2%
GKIM
44
GW&K Investment Management
Massachusetts
$28.9M +$194K +4,905 +0.7%
EIP
45
Energy Income Partners
Connecticut
$28.5M +$989K +25,021 +4%
Deutsche Bank
46
Deutsche Bank
Germany
$28.2M +$459K +11,607 +2%
Principal Financial Group
47
Principal Financial Group
Iowa
$27.9M -$758K -19,179 -3%
NL
48
Nuveen LLC
North Carolina
$25.5M +$25.5M +645,726 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$22.3M +$785K +19,868 +4%
GF
50
Gabelli Funds
New York
$21.8M – – –
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