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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 %
FWIA
626
Fort Washington Investment Advisors
Ohio
– -$229K -6,119 Closed
KC
627
Kingfisher Capital
North Carolina
– -$228K -6,108 Closed
SCA
628
Stillwater Capital Advisors
Pennsylvania
– -$220K -5,879 Closed
IMCOOI
629
Investment Management Corp of Ontario (IMCO)
Canada
– -$217K -5,821 Closed
GP
630
Girard Partners
Pennsylvania
– -$217K -5,821 Closed
DWP
631
Daymark Wealth Partners
Ohio
– -$216K -5,775 Closed
MWP
632
Meridian Wealth Partners
Pennsylvania
– -$213K -5,690 Closed
GT
633
Glenview Trust
Kentucky
– -$204K -5,451 Closed
SG
634
StoneX Group
New York
– -$203K -5,446 Closed
HL
635
HeadInvest LLC
Maine
– -$200K -5,362 Closed
FAF
636
Fjarde Ap-fonden
Sweden
– -$182K -4,873 Closed
Simplex Trading
637
Simplex Trading
Illinois
– -$164K -4,410 Closed
ASN
638
Advisory Services Network
Georgia
– -$126K -3,376 Closed
DAC
639
Dividend Assets Capital
South Carolina
– -$95K -2,552 Closed
SOW
640
State of Wyoming
Wyoming
– -$93.9K -2,514 Closed
NFA
641
Northwest Financial Advisors
Virginia
– -$44.2K -1,183 Closed
TWM
642
Tradition Wealth Management
Minnesota
– -$36K -955 Closed
PA
643
PSI Advisors
Florida
– -$33.3K -891 Closed
BFS
644
Bare Financial Services
Pennsylvania
– -$25.3K -678 Closed
MA
645
Montag & Associates
Georgia
– -$18.7K -500 Closed
NMG
646
New Millennium Group
Utah
– -$12.4K -332 Closed
GWS
647
Glassman Wealth Services
Virginia
– -$9.94K -266 Closed
SC
648
SouthState Corp
Florida
– -$7.51K -201 Closed
TSW
649
Thompson Siegel & Walmsley
Virginia
– -$7K -181 Closed
TCWA
650
Turtle Creek Wealth Advisors
Texas
– -$6.28K -168 Closed
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