WTRG icon

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 %
WB
526
Webster Bank
Connecticut
$31.8K – – –
CFGS
527
Concourse Financial Group Securities
Alabama
$31.6K -$6.13K -159 -16%
AA
528
Addison Advisors
Vermont
$31.4K – – –
CAL
529
Capital Advisors Ltd
Ohio
$31K -$914 -24 -3%
Bessemer Group
530
Bessemer Group
New Jersey
$31K +$14.8K +375 +91%
FCT
531
First Community Trust
Iowa
$30.9K – – –
NB
532
NBT Bank
New York
$30.9K +$30.9K +800 New
FHA
533
First Horizon Advisors
Tennessee
$29.8K +$11.3K +294 +61%
MA
534
MCF Advisors
Kentucky
$29.1K – – –
BONH
535
Bank of New Hampshire
New Hampshire
$28.9K -$96.4K -2,500 -77%
PSB
536
Piscataqua Savings Bank
New Hampshire
$28.9K – – –
DWM
537
Darwin Wealth Management
Florida
$28.3K +$28.3K +733 New
DIP
538
DT Investment Partners
Pennsylvania
$27.6K +$5.86K +152 +27%
SWA
539
SOA Wealth Advisors
New York
$27.5K +$77 +2 +0.3%
PGAM
540
Princeton Global Asset Management
New Jersey
$27.2K – – –
BIG
541
Brooklyn Investment Group
New York
$25.9K +$25.9K +672 New
FCAS
542
First Command Advisory Services
Texas
$25.7K – – –
FF
543
Friedenthal Financial
New Jersey
$25.3K +$25.3K +655 New
BBHC
544
Brown Brothers Harriman & Co
New York
$25.1K +$7.1K +184 +39%
FPB
545
First PREMIER Bank
South Dakota
$25K – – –
IA
546
IFP Advisors
Florida
$24.4K +$3.71K +96 +18%
FCA
547
FinTrust Capital Advisors
South Carolina
$24.1K – – –
CSWM
548
Cassady Schiller Wealth Management
Ohio
$24.1K – – –
SIS
549
Strategic Investment Solutions
Illinois
$23.1K +$193 +5 +0.8%
BSB
550
Bangor Savings Bank
Maine
$21.9K +$193 +5 +0.9%
20 21
22
23 24