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Essential Utilities
WTRG

Overview Fund Activity

622 hedge funds and large institutions have $7.97B invested in Essential Utilities in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+24
Holders Change %
+4.01%
% of All Funds
9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
233
Reduced
199
Closed
45
Calls
$3.39M
Puts
$3.62M
Net Calls
-$235K
Net Calls Change
+$706K

Top Buyers

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

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$32M
2
APG Asset Management
APG Asset Management
Netherlands
$1.67M
3
Invesco
Invesco
Georgia
$133M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$103M
5
Northern Trust
Northern Trust
Illinois
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
476
Trust Company of Vermont
Vermont
$116K – – –
PA
477
Parallel Advisors
California
$114K +$24.7K +641 +28%
WT
478
Washington Trust
Rhode Island
$113K – – –
AF
479
Allworth Financial
California
$113K +$6.98K +181 +7%
HBW
480
Hazlett, Burt & Watson
West Virginia
$108K +$663 +17 +0.6%
SIS
481
Sound Income Strategies
Florida
$105K – – –
SAM
482
Shell Asset Management
Netherlands
$104K +$104K +2,703 New
NA
483
NewEdge Advisors
Louisiana
$101K -$38.6K -1,000 -28%
HI
484
Harbour Investments
Wisconsin
$99.5K +$540 +14 +0.5%
GWSG
485
GPS Wealth Strategies Group
Colorado
$97.9K – – –
BCWM
486
Bartlett & Co Wealth Management
Ohio
$97.6K – – –
CT
487
Colonial Trust
South Carolina
$90.4K – – –
KC
488
Kepos Capital
New York
$87K -$3.49K -91 -4%
CNBTD
489
Citizens National Bank Trust Department
Mississippi
$82.9K -$11.6K -300 -12%
Allspring Global Investments
490
Allspring Global Investments
North Carolina
$82K -$88.3K -2,290 -52%
CFD
491
Creative Financial Designs
Indiana
$82K -$2.7K -70 -3%
ABWM
492
Alpine Bank Wealth Management
Colorado
$80.3K +$80.3K +2,082 New
CTA
493
Colonial Trust Advisors
South Carolina
$78.8K – – –
CA
494
CoreCap Advisors
Michigan
$77.3K +$37.7K +977 +95%
TVWM
495
Tower View Wealth Management
Wisconsin
$76.2K +$424 +11 +0.6%
UB
496
UMB Bank
Missouri
$75.8K +$68.8K +1,784 +991%
GWM
497
Geneos Wealth Management
Colorado
$73.6K -$11.2K -291 -13%
FLPIM
498
F.L. Putnam Investment Management
Massachusetts
$71K -$53.7K -635 -43%
MWM
499
Mascoma Wealth Management
New Hampshire
$68.1K – – –
JGIA
500
Jackson Grant Investment Advisers
Connecticut
$65.4K – – –
18 19
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