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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 %
CT
501
Coastline Trust
Rhode Island
$65.3K +$65.3K +1,693 New
TF
502
Tompkins Financial
New York
$65K +$11.6K +300 +22%
AAP
503
Arax Advisory Partners
Colorado
$62.7K +$39 +1 +0.1%
OSNBOA
504
Old Second National Bank of Aurora
Illinois
$61.7K – – –
CFM
505
Catalyst Funds Management
Australia
$61.7K +$38.6K +1,000 +167%
ADL
506
Asset Dedication LLC
California
$59.4K – – –
CT
507
Clearstead Trust
Maine
$57.9K – – –
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$55.3K -$124K -3,207 -69%
SAM
509
Smartleaf Asset Management
Massachusetts
$53.1K +$33.6K +874 +172%
SWM
510
Sanctuary Wealth Management
Idaho
$50.1K +$50.1K +1,299 New
PFSC
511
Peoples Financial Services Corp
Pennsylvania
$48.2K – – –
CWC
512
Carolinas Wealth Consulting
North Carolina
$46.9K – – –
BL
513
BFSG LLC
California
$45.9K +$28K +727 +157%
RTC
514
Riverview Trust Company
Washington
$45.4K +$926 +24 +2%
BTI
515
Blue Trust Inc
Georgia
$44.8K +$1.79K +48 +4%
FFA
516
Farther Finance Advisors
California
$44.3K +$19.9K +515 +81%
TC
517
Truvestments Capital
Florida
$42.1K +$42.1K +1,093 New
National Bank of Canada
518
National Bank of Canada
Quebec, Canada
$41K -$44.4K -1,152 -52%
QC
519
Quent Capital
New York
$39.7K – – –
VAMG
520
Voisard Asset Management Group
Michigan
$39.3K +$771 +20 +2%
M
521
MOTCO
Texas
$37.4K – – –
TWC
522
TD Waterhouse Canada
Ontario, Canada
$36.5K -$7.05K -184 -16%
LC
523
Lindbrook Capital
California
$35.6K -$656 -17 -2%
CCC
524
Chelsea Counsel Company
California
$34.7K – – –
PFA
525
Pathway Financial Advisers
Indiana
$32.6K +$31.8K +1,227,010 +4,309%
19 20
21
22 23