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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 %
UIA
601
Ulland Investment Advisors
Minnesota
$1K – – –
MG
602
Mather Group
Illinois
$981 – – –
AWM
603
Avior Wealth Management
Nebraska
$944 -$8.68K -239 -90%
MCM
604
MV Capital Management
Maryland
$582 +$146 +4 +33%
TWD
605
True Wealth Design
Ohio
$545 – – –
MEG
606
Millstone Evans Group
Colorado
$508 +$508 +14 New
NC
607
NewSquare Capital
Pennsylvania
$400 +$400 +11 New
GFPC
608
Global Financial Private Client
Florida
$327 +$327 +9 New
WA
609
Whipplewood Advisors
Colorado
$291 +$291 +8 New
LFG
610
Larson Financial Group
Missouri
$182 -$291 -8 -62%
PWM
611
Parkworth Wealth Management
California
$182 +$182 +5 New
RS
612
Rakuten Securities
Japan
$109 +$36 +1 +50%
HNW
613
High Note Wealth
Minnesota
$109 +$109 +3 New
CAWM
614
Capital A Wealth Management
Pennsylvania
$73 +$73 +2 New
AWM
615
Activest Wealth Management
Florida
$36 +$36 +1 New
PWA
616
Principia Wealth Advisory
Texas
$36 +$36 +1 New
TC
617
TwinBeech Capital
New York
– -$13.9M -360,298 Closed
HF
618
HRT Financial
New York
– -$7.87M -204,105 Closed
WAM
619
Weiss Asset Management
Massachusetts
– -$7.3M -189,286 Closed
CCIA
620
Campbell & Co Investment Adviser
Maryland
– -$6.16M -159,738 Closed
Qube Research & Technologies (QRT)
621
Qube Research & Technologies (QRT)
United Kingdom
– -$4.18M -108,257 Closed
DS
622
DRW Securities
Illinois
– -$3.91M -101,300 Closed
IAIM
623
International Assets Investment Management
Florida
– -$2.55K -98,142 Closed
CF
624
Covea Finance
France
– -$3.47M -90,000 Closed
D.E. Shaw & Co
625
D.E. Shaw & Co
New York
– -$3.34M -86,643 Closed
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25
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