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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
1
Millennium Management
New York
$48M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.3M
3
BTW
3
Boston Trust Walden
Massachusetts
$75.7M
4
Macquarie Group
4
Macquarie Group
Australia
$101M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$30.8M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$32M
2
APG Asset Management
2
APG Asset Management
Netherlands
$1.67M
3
Invesco
3
Invesco
Georgia
$133M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$103M
5
Northern Trust
5
Northern Trust
Illinois
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
576
Covestor
United Kingdom
$12K -$390 -10 -3%
CB
577
CNB Bank
Pennsylvania
$11.6K – – –
AIC
578
Archer Investment Corporation
Indiana
$11.4K +$77 +2 +0.7%
FCG
579
Financial Connections Group
California
$11K – – –
AWM
580
Avior Wealth Management
Nebraska
$10.2K -$45.6K -1,182 -82%
PWMG
581
Private Wealth Management Group
New Jersey
$9.37K +$39 +1 +0.4%
TCG
582
Transcendent Capital Group
Oklahoma
$9.37K +$8.76K +227 +1,419%
HWM
583
Hemington Wealth Management
Virginia
$8K +$8K +214 New
GJIA
584
Glass Jacobson Investment Advisors
Maryland
$7.71K – – –
GGI
585
Godsey & Gibb Inc
Virginia
$7.25K – – –
JIP
586
Jaffetilchin Investment Partners
Florida
$7.11K +$7.11K +184 New
MHR
587
Matthew Hamilton Rosenberg
$6.94K – – –
BF
588
BOK Financial
Oklahoma
$6.85K +$6.85K +177 New
CIA
589
Cape Investment Advisory
Georgia
$6.69K – – –
NFSG
590
Newbridge Financial Services Group
Florida
$6.4K +$5.4K +140 +538%
SSB
591
Sandy Spring Bank
Maryland
$6.33K – – –
NECFA
592
New England Capital Financial Advisors
Connecticut
$6.06K – – –
LFA
593
LGT Financial Advisors
Texas
$5.98K – – –
VCM
594
Versant Capital Management
Arizona
$5.79K -$1.85K -48 -24%
IUHSA
595
Itau Unibanco Holding S.A.
Brazil
$5.48K – – –
SC
596
Swan Capital
Florida
$4.82K – – –
BAM
597
Byrne Asset Management
New Jersey
$4.24K +$4.24K +110 New
CMP
598
Coston McIsaac & Partners
Maine
$4.15K +$151 +3,915 +4%
Citadel Advisors
599
Citadel Advisors
Florida
$3.93K -$7.97M -206,525 -100%
FMII
600
Farmers & Merchants Investments Inc
Nebraska
$3.86K – – –
22 23
24
25 26