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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 %
DE
651
Diversified Enterprises
Delaware
– -$238K -6,174 Closed
SCTC
652
Sanibel Captiva Trust Company
Florida
– -$237K -6,157 Closed
BP
653
Ballentine Partners
Massachusetts
– -$236K -6,124 Closed
SPWM
654
Schrum Private Wealth Management
Florida
– -$222K -5,750 Closed
Fisher Asset Management
655
Fisher Asset Management
Washington
– -$212K -5,496 Closed
GT
656
Glenview Trust
Kentucky
– -$208K -5,392 Closed
LBC
657
Lowe Brockenbrough & Co
Virginia
– -$206K -5,350 Closed
FFG
658
Fortem Financial Group
California
– -$206K -5,347 Closed
BHWM
659
Bar Harbor Wealth Management
New Hampshire
– -$205K -5,322 Closed
TC
660
TownSquare Capital
Utah
– -$204K -5,302 Closed
LWA
661
Ledgewood Wealth Advisors
New Hampshire
– -$201K -5,206 Closed
ATC
662
Argent Trust Co
Tennessee
– -$201K -5,200 Closed
EE
663
EWG Elevate
California
– -$200K -5,187 Closed
SG Americas Securities
664
SG Americas Securities
New York
– -$193K -4,999 Closed
ACM
665
Aster Capital Management
United Arab Emirates
– -$140K -3,638 Closed
KC
666
Kepos Capital
New York
– -$87K -2,268 Closed
Allspring Global Investments
667
Allspring Global Investments
North Carolina
– -$82K -2,126 Closed
CFM
668
Catalyst Funds Management
Australia
– -$61.7K -1,600 Closed
SWM
669
Sanctuary Wealth Management
Idaho
– -$50.1K -1,299 Closed
National Bank of Canada
670
National Bank of Canada
Quebec, Canada
– -$41K -1,062 Closed
VAMG
671
Voisard Asset Management Group
Michigan
– -$39.3K -1,020 Closed
M
672
MOTCO
Texas
– -$37.4K -969 Closed
FLPIM
673
F.L. Putnam Investment Management
Massachusetts
– -$71K -840 Closed
AF
674
Arrow Financial
New York
– -$19.3K -500 Closed
MRC
675
Millburn Ridgefield Corp
New York
– -$15.7K -406 Closed
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