WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

590 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-29
Holders Change %
-4.68%
% of All Funds
8.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
233
Reduced
196
Closed
67
Calls
$2.5M
Puts
$4.87M
Net Calls
-$2.37M
Net Calls Change
+$11.1M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$513M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$126M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
4
EIP
Epoch Investment Partners
New York
$46.3M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$46.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$120M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Amundi
Amundi
France
$296M
4
Citadel Advisors
Citadel Advisors
Florida
$1.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
576
AlphaQuest
New York
$1.26K -$34.7K -935 -96%
MCM
577
MV Capital Management
Maryland
$1.19K +$741 +20 +167%
DPW
578
DiNuzzo Private Wealth
Pennsylvania
$1.11K +$111 +3 +11%
AT
579
Arlington Trust
Alabama
$1.11K +$1.11K +30 New
MG
580
Mather Group
Illinois
$1.01K +$1.01K +27 New
UIA
581
Ulland Investment Advisors
Minnesota
$1K – – –
NFSG
582
Newbridge Financial Services Group
Florida
$963 – – –
SIC
583
SJS Investment Consulting
Ohio
$853 +$37 +1 +5%
TAM
584
Tucker Asset Management
Colorado
$778 – – –
AGWCA
585
Annis Gardner Whiting Capital Advisors
Florida
$747 +$299 +8 +67%
HT
586
Headlands Technologies
Illinois
$482 +$482 +13 New
TWD
587
True Wealth Design
Ohio
$371 -$8.79K -237 -96%
CMA
588
Cedar Mountain Advisors
Oregon
$266 +$38 +1 +17%
LFG
589
Larson Financial Group
Missouri
$148 -$44.4K -1,200 -100%
RS
590
Rakuten Securities
Japan
$111 – – –
Cohen & Steers
591
Cohen & Steers
New York
– -$55.8M -1,493,108 Closed
NI
592
Nuance Investments
Missouri
– -$23.5M -630,141 Closed
GCM
593
Greenland Capital Management
New York
– -$6.24M -167,180 Closed
AAF
594
Andra AP-fonden
Sweden
– -$3.68M -98,400 Closed
SLA
595
Silver Lake Advisory
Utah
– -$3.12M -83,576 Closed
LA
596
LBP AM
France
– -$2.25M -60,286 Closed
CCM
597
Cinctive Capital Management
New York
– -$2.04M -54,502 Closed
OQS
598
Occudo Quantitative Strategies
Florida
– -$1.93M -51,716 Closed
JF
599
Jump Financial
Illinois
– -$1.75M -46,740 Closed
BF
600
BOK Financial
Oklahoma
– -$1.66M -44,326 Closed
22 23
24
25 26