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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 %
PFBT
551
Parkside Financial Bank & Trust
Missouri
$21.8K – – –
HWA
552
HHM Wealth Advisors
Tennessee
$21.6K – – –
DAM
553
Delta Asset Management
Tennessee
$21.6K -$15.4K -400 -42%
CAS
554
Coppell Advisory Solutions
Texas
$19.9K – – –
AF
555
Arrow Financial
New York
$19.3K -$12.8K -332 -40%
BC
556
Barrett & Company
Rhode Island
$19.3K – – –
TSMHT
557
Thurston Springer Miller Herd & Titak
Indiana
$19.3K +$193 +5 +1%
MRCM
558
M&R Capital Management
New Jersey
$19.2K – – –
ME
559
McIlrath & Eck
Washington
$18.7K +$2.31K +60 +14%
BCV
560
Banque Cantonale Vaudoise
Switzerland
$18K – – –
JWA
561
JFS Wealth Advisors
Pennsylvania
$17.2K +$849 +22 +5%
PB
562
Pinnacle Bancorp
Nebraska
$16.3K – – –
GM
563
GeoWealth Management
Illinois
$16.3K +$16.3K +422 New
MRC
564
Millburn Ridgefield Corp
New York
$15.7K -$424 -11 -3%
CCA
565
Catalyst Capital Advisors
New York
$15.7K -$424 -11 -3%
CSB
566
City State Bank
Iowa
$14.7K – – –
RF
567
Robbins Farley
New Hampshire
$14.5K – – –
BGAI
568
Bruce G. Allen Investments
Colorado
$14.4K – – –
HGERS
569
Householder Group Estate & Retirement Specialist
Arizona
$14K – – –
CP
570
Castleview Partners
Texas
$13.6K +$3.85K +100 +40%
CWP
571
Concord Wealth Partners
Virginia
$13.5K +$77 +2 +0.6%
NMG
572
New Millennium Group
Utah
$13.1K +$116 +3 +0.9%
EWA
573
EverSource Wealth Advisors
Alabama
$13K +$424 +11 +3%
CPA
574
Capital Performance Advisors
California
$12.6K +$12.6K +327 New
HNB
575
Hilltop National Bank
Wyoming
$12.5K – – –
21 22
23
24 25