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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 %
Impax Asset Management Group
601
Impax Asset Management Group
United Kingdom
– -$7.02M -189,482 Closed
CM
602
CoreCommodity Management
Connecticut
– -$5.47M -147,555 Closed
Point72 Asset Management
603
Point72 Asset Management
Connecticut
– -$4.63M -125,100 Closed
ZP
604
Zimmer Partners
New York
– -$3.65M -98,400 Closed
IG
605
ING Group
Netherlands
– -$1.94M -52,300 Closed
JFG
606
Jefferies Financial Group
New York
– -$1.58M -42,525 Closed
FBFS
607
First Business Financial Services
Wisconsin
– -$991K -26,753 Closed
AWA
608
Arkadios Wealth Advisors
Georgia
– -$905K -24,429 Closed
ACM
609
Aquatic Capital Management
Illinois
– -$793K -21,400 Closed
AWS
610
Atria Wealth Solutions
New York
– -$763K -20,597 Closed
FWCM
611
Ferguson Wellman Capital Management
Oregon
– -$378K -10,205 Closed
MC
612
Machina Capital
France
– -$324K -8,733 Closed
SSA
613
Schonfeld Strategic Advisors
New York
– -$314K -8,488 Closed
TIAA Trust, National Association
614
TIAA Trust, National Association
North Carolina
– -$306K -8,269 Closed
CIA
615
Choate Investment Advisors
Massachusetts
– -$289K -7,804 Closed
WE
616
Wealth Effects
Massachusetts
– -$268K -7,223 Closed
SPS
617
Susquehanna Portfolio Strategies
Pennsylvania
– -$263K -7,100 Closed
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
– -$253K -6,826 Closed
Teacher Retirement System of Texas
619
Teacher Retirement System of Texas
Texas
– -$245K -6,601 Closed
NP
620
NorthRock Partners
Minnesota
– -$230K -6,219 Closed
CCG
621
Capital CS Group
California
– -$210K -5,671 Closed
LBC
622
Lowe Brockenbrough & Co
Virginia
– -$209K -5,650 Closed
VIM
623
Vinva Investment Management
Australia
– -$207K -5,589 Closed
PAM
624
Paradigm Asset Management
New York
– -$206K -5,550 Closed
HIC
625
Hartline Investment Corp
Illinois
– -$205K -5,535 Closed
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