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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.

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
1
T. Rowe Price Investment Management
Maryland
$513M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$126M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
EIP
4
Epoch Investment Partners
New York
$46.3M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$46.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Amundi
3
Amundi
France
$296M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$17.5M -$14.2M -384,085 -45%
Ameriprise
52
Ameriprise
Minnesota
$15.9M +$283K +7,648 +2%
TAM
53
Thematics Asset Management
France
$15.8M -$5.38M -145,207 -25%
Wells Fargo
54
Wells Fargo
California
$15.6M +$2.57M +69,287 +20%
CS
55
Credit Suisse
Switzerland
$14.9M +$156K +4,221 +1%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$14.6M -$755K -20,380 -5%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$14.2M +$1.08M +29,269 +8%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$13.9M -$940K -25,379 -6%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$13.9M -$3.45M -93,598 -20%
Barclays
60
Barclays
United Kingdom
$13.6M -$2.75M -74,307 -17%
AllianceBernstein
61
AllianceBernstein
Tennessee
$13.6M -$3.73M -100,608 -21%
N
62
Natixis
France
$13.3M -$4.09M -110,334 -23%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$13.3M +$36.5K +984 +0.3%
Canada Life
64
Canada Life
Manitoba, Canada
$13.3M -$15.9M -427,691 -54%
DekaBank Deutsche Girozentrale
65
DekaBank Deutsche Girozentrale
Germany
$13M +$94.9K +2,589 +0.7%
Korea Investment Corp
66
Korea Investment Corp
South Korea
$12.6M -$9.29M -250,701 -43%
AIG
67
American International Group
New York
$12.3M -$244K -6,573 -2%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$12M +$310K +7,102 +3%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$11.9M +$55.7K +1,502 +0.5%
CI
70
Cambiar Investors
Colorado
$11.5M +$221K +5,956 +2%
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$11.4M +$7.93M +214,031 +231%
CS
72
Candriam SCA
Luxembourg
$10.6M +$1.53M +41,422 +17%
Swedbank
73
Swedbank
Sweden
$10.3M +$2.96M +79,868 +41%
LPL Financial
74
LPL Financial
California
$10.1M +$448K +12,092 +5%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$9.94M +$511K +13,803 +5%
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