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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 %
Voloridge Investment Management
626
Voloridge Investment Management
Florida
– -$1.06M -28,315 Closed
Squarepoint
627
Squarepoint
New York
– -$1.02M -27,209 Closed
FIM
628
Freedom Investment Management
Connecticut
– -$859K -23,000 Closed
AM
629
AGF Management
Ontario, Canada
– -$768K -20,585 Closed
MPM
630
MBB Public Markets
Illinois
– -$708K -18,964 Closed
SFC
631
Strategic Financial Concepts
Texas
– -$388 -15,807 Closed
TI
632
Trexquant Investment
Connecticut
– -$584K -15,631 Closed
BAMF
633
BI Asset Management Fondsmaeglerselskab
Denmark
– -$502K -13,456 Closed
RAM
634
Readystate Asset Management
Illinois
– -$501K -13,410 Closed
American Century Companies
635
American Century Companies
Missouri
– -$442K -11,850 Closed
SW
636
Simplicity Wealth
New Jersey
– -$390K -10,461 Closed
OQS
637
Occudo Quantitative Strategies
Florida
– -$385K -10,303 Closed
LSIA
638
LaSalle St. Investment Advisors
Illinois
– -$298K -7,994 Closed
HIS
639
Horizon Investment Services
Indiana
– -$295K -7,912 Closed
LA
640
LVW Advisors
New York
– -$261K -7,000 Closed
KWA
641
Kingswood Wealth Advisors
California
– -$259K -6,947 Closed
CCA
642
Conestoga Capital Advisors
Pennsylvania
– -$259K -6,937 Closed
BPA
643
Beacon Pointe Advisors
California
– -$256K -6,867 Closed
VCM
644
Virtue Capital Management
Tennessee
– -$275K -6,776 Closed
MSFS
645
Main Street Financial Solutions
Pennsylvania
– -$216K -5,774 Closed
CWM
646
Congress Wealth Management
Massachusetts
– -$209K -5,586 Closed
ZIM
647
Zacks Investment Management
Illinois
– -$207K -5,544 Closed
BBVA
648
Banco Bilbao Vizcaya Argentaria
Spain
– -$208K -5,539 Closed
MCM
649
MAI Capital Management
Ohio
– -$201K -5,386 Closed
RWMG
650
Redwood Wealth Management Group
New Jersey
– -$174K -4,659 Closed
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