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Essential Utilities
WTRG

Overview Fund Activity

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
180
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$1.2B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$244M
4
Cohen & Steers
4
Cohen & Steers
New York
$52.4M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$247M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$511K
2
PFA
2
Pathway Financial Advisers
Indiana
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.9M
4
Amundi
4
Amundi
France
$245M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$9.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
576
New England Capital Financial Advisors
Connecticut
$5.7K – – –
VWM
577
Venturi Wealth Management
Texas
$5.12K +$2.36K +65 +86%
TH
578
TCTC Holdings
Texas
$5.09K +$5.09K +140 New
LFA
579
LGT Financial Advisors
Texas
$5.01K -$617 -17 -11%
CWM
580
Copia Wealth Management
Oregon
$5.01K +$5.01K +138 New
HCP
581
Hexagon Capital Partners
Arkansas
$4.87K +$4.21K +116 +644%
SC
582
Swan Capital
Florida
$4.54K – – –
VCM
583
Versant Capital Management
Arizona
$4.36K -$1.09K -30 -20%
BAM
584
Byrne Asset Management
New Jersey
$4.36K +$363 +10 +9%
LDB
585
Lee, Danner & Bass
Tennessee
$4.18K +$4.18K +115 New
FMII
586
Farmers & Merchants Investments Inc
Nebraska
$3.63K – – –
LWA
587
Lowe Wealth Advisors
Maryland
$2.8K +$2.8K +77 New
RI
588
Ridgewood Investments
New Jersey
$2.29K – – –
BCMLT
589
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.18K – – –
RDIA
590
RE Dickinson Investment Advisors
Iowa
$2K +$2K +5 New
WWP
591
WR Wealth Planners
Missouri
$1.82K – – –
SIM
592
Synergy Investment Management
Florida
$1.82K +$1.82K +50 New
CFP
593
Comprehensive Financial Planning
Pennsylvania
$1.82K +$1.82K +50 New
FGC
594
Financial Gravity Companies
Texas
$1.74K +$399 +11 +30%
PIM
595
Plato Investment Management
Australia
$1.68K – – –
BIA
596
Bell Investment Advisors
California
$1.6K – – –
S
597
Sachetta
Massachusetts
$1.24K -$2.33K -64 -65%
DPW
598
DiNuzzo Private Wealth
Pennsylvania
$1.2K -$36 -1 -3%
VWM
599
Valley Wealth Managers
New Jersey
$1.2K – – –
SIC
600
SJS Investment Consulting
Ohio
$1.02K -$73 -2 -7%
22 23
24
25 26