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Essential Utilities
WTRG

Overview Fund Activity

598 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+8
Holders Change %
+1.36%
% of All Funds
8.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
215
Reduced
215
Closed
45
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$189M
2
First Trust Advisors
First Trust Advisors
Illinois
$118M
3
Allianz Asset Management
Allianz Asset Management
Germany
$30.9M
4
BTW
Boston Trust Walden
Massachusetts
$33.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$536M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
2
Millennium Management
Millennium Management
New York
$0
3
Amundi
Amundi
France
$278M
4
State Street
State Street
Massachusetts
$477M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
576
Bear Mountain Capital
Washington
$3.54K +$40 +1 +1%
RI
577
Ridgewood Investments
New Jersey
$2.35K +$2.35K +63 New
TWP
578
Triad Wealth Partners
Kansas
$2.2K +$2.2K +59 New
VNA
579
Valley National Advisers
Pennsylvania
$2K -$182 -5 -8%
WWP
580
WR Wealth Planners
Missouri
$1.87K – – –
HCP
581
Hexagon Capital Partners
Arkansas
$1.87K +$37 +1 +2%
PIM
582
Plato Investment Management
Australia
$1.72K – – –
ZB
583
Zions Bancorporation
Utah
$1.68K – – –
BIA
584
Bell Investment Advisors
California
$1.64K -$485 -13 -23%
DPW
585
DiNuzzo Private Wealth
Pennsylvania
$1.2K +$75 +2 +7%
EC
586
EdgeRock Capital
Colorado
$1.19K +$1.19K +32 New
SIC
587
SJS Investment Consulting
Ohio
$1.01K +$149 +4 +17%
UIA
588
Ulland Investment Advisors
Minnesota
$1K – – –
NFSG
589
Newbridge Financial Services Group
Florida
$971 – – –
IC
590
Innealta Capital
Texas
$635 +$635 +17 New
TCG
591
Transcendent Capital Group
Oklahoma
$597 +$597 +16 New
MCM
592
MV Capital Management
Maryland
$448 -$747 -20 -63%
TWD
593
True Wealth Design
Ohio
$448 +$75 +2 +20%
SFC
594
Strategic Financial Concepts
Texas
$388 +$388 +15,807 New
CMA
595
Cedar Mountain Advisors
Oregon
$317 +$70 +2 +29%
LFG
596
Larson Financial Group
Missouri
$187 +$37 +1 +25%
RS
597
Rakuten Securities
Japan
$112 – – –
FGAM
598
Financial Gravity Asset Management
Texas
$37 -$7.7K -208 -100%
Millennium Management
599
Millennium Management
New York
– -$34.1M -919,759 Closed
AIG
600
American International Group
New York
– -$12.3M -332,823 Closed
22 23
24
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