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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 %
Verition Fund Management
601
Verition Fund Management
Connecticut
– -$1.42M -38,100 Closed
AWM
602
AE Wealth Management
Kansas
– -$1.3M -35,453 Closed
ECM
603
ExodusPoint Capital Management
New York
– -$1.18M -31,618 Closed
CCB
604
Cutter & Co Brokerage
Missouri
– -$1.15M -30,690 Closed
CT
605
Coastline Trust
Rhode Island
– -$1.06M -28,323 Closed
XT
606
XTX Topco
Cayman Islands
– -$713K -19,086 Closed
LOIM
607
Liberty One Investment Management
Illinois
– -$654K -17,505 Closed
PE
608
Point72 Europe
United Kingdom
– -$604K -16,159 Closed
NEI
609
Northwest & Ethical Investments
Ontario, Canada
– -$587K -15,714 Closed
EGM
610
Engineers Gate Manager
New York
– -$554K -14,820 Closed
PTC
611
Petrus Trust Company
Texas
– -$540K -14,446 Closed
ST
612
Spinnaker Trust
Maine
– -$516K -13,815 Closed
CC
613
Cipher Capital
New York
– -$437K -11,687 Closed
SWM
614
SeaCrest Wealth Management
New York
– -$357K -9,461 Closed
BC
615
Bridgefront Capital
Texas
– -$313K -8,381 Closed
RT
616
Rockland Trust
Massachusetts
– -$310K -8,307 Closed
ECU
617
Eisler Capital (UK)
United Kingdom
– -$287K -7,683 Closed
Capstone Investment Advisors
618
Capstone Investment Advisors
New York
– -$285K -7,637 Closed
BL
619
Balentine LLC
Georgia
– -$281K -7,512 Closed
Balyasny Asset Management
620
Balyasny Asset Management
Illinois
– -$265K -7,104 Closed
CWM
621
Congress Wealth Management
Massachusetts
– -$262K -7,024 Closed
COCM
622
Charter Oak Capital Management
New Hampshire
– -$255K -6,823 Closed
AG
623
Algert Global
California
– -$253K -6,768 Closed
AC
624
AXQ Capital
New Jersey
– -$231K -6,176 Closed
BHWM
625
Bar Harbor Wealth Management
New Hampshire
– -$230K -6,167 Closed
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