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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 %
S
601
Sachetta
Massachusetts
$3.78K – – –
ATS
602
Ashton Thomas Securities
New York
$3.24K +$3.24K +84 New
VWM
603
Venturi Wealth Management
Texas
$2.93K -$1.85K -48 -39%
IAIM
604
International Assets Investment Management
Florida
$2.55K +$2.55K +98,142 New
RI
605
Ridgewood Investments
New Jersey
$2.43K – – –
BCMLT
606
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.31K +$2.31K +60 New
WWP
607
WR Wealth Planners
Missouri
$1.93K – – –
PIM
608
Plato Investment Management
Australia
$1.77K – – –
BIA
609
Bell Investment Advisors
California
$1.7K – – –
FGC
610
Financial Gravity Companies
Texas
$1.43K +$1.43K +37 New
DPW
611
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$77 +2 +6%
VWM
612
Valley Wealth Managers
New Jersey
$1.27K +$1.27K +33 New
SIC
613
SJS Investment Consulting
Ohio
$1.16K +$116 +3 +11%
MG
614
Mather Group
Illinois
$1.04K -$5.28K -137 -84%
UIA
615
Ulland Investment Advisors
Minnesota
$1K – – –
HCP
616
Hexagon Capital Partners
Arkansas
$694 -$1.23K -32 -64%
TWD
617
True Wealth Design
Ohio
$579 +$116 +3 +25%
LFG
618
Larson Financial Group
Missouri
$501 +$308 +8 +160%
MCM
619
MV Capital Management
Maryland
$463 – – –
CMA
620
Cedar Mountain Advisors
Oregon
$380 +$38 +1 +11%
CA
621
Claris Advisors
Missouri
$347 +$347 +9 New
RS
622
Rakuten Securities
Japan
$77 -$39 -1 -33%
Norges Bank
623
Norges Bank
Norway
– -$79.3M -2,123,405 Closed
TPSF
624
Texas Permanent School Fund
Texas
– -$7.92M -212,029 Closed
ECM
625
ExodusPoint Capital Management
New York
– -$3.22M -86,187 Closed
23 24
25
26 27