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Essential Utilities
WTRG

Overview Fund Activity

597 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

Holders
597
Holders Change
+7
Holders Change %
+1.19%
% of All Funds
8.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
62
Increased
215
Reduced
215
Closed
45
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$189M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$118M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$30.9M
4
BTW
4
Boston Trust Walden
Massachusetts
$33.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$536M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M
2
Millennium Management
2
Millennium Management
New York
$0
3
Amundi
3
Amundi
France
$278M
4
State Street
4
State Street
Massachusetts
$477M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$17.9M 480,592 -78,229 -14%
Public Employees Retirement Association of Colorado
52
Public Employees Retirement Association of Colorado
Colorado
$17.8M 477,127 -1,146 -0.2%
Wells Fargo
53
Wells Fargo
California
$16.7M 447,816 +27,255 +6%
TAM
54
Thematics Asset Management
France
$16.5M 442,726 +16,000 +4%
Goldman Sachs
55
Goldman Sachs
New York
$15.9M 426,177 -47,075 -10%
Ameriprise
56
Ameriprise
Minnesota
$15.4M 413,067 -16,871 -4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$15.4M 412,946 +30,400 +8%
Barclays
58
Barclays
United Kingdom
$14.3M 382,951 +14,865 +4%
Korea Investment Corp
59
Korea Investment Corp
South Korea
$14M 374,881 +36,131 +11%
Canada Life
60
Canada Life
Manitoba, Canada
$13.7M 365,780 +6,241 +2%
AllianceBernstein
61
AllianceBernstein
Tennessee
$13.6M 363,199 -4,571 -1%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$13.5M 361,401 -14,216 -4%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$13.2M 354,688 -5,152 -1%
DekaBank Deutsche Girozentrale
64
DekaBank Deutsche Girozentrale
Germany
$12.8M 344,848 -9,883 -3%
CS
65
Candriam SCA
Luxembourg
$12.3M 329,150 +43,048 +15%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$12M 320,786 +286 +0.1%
CF
67
Corebridge Financial
Texas
$11.9M 318,296 +318,296 New
ATN
68
AMF Tjänstepension
Sweden
$11.9M 317,125 +317,125 New
CI
69
Cambiar Investors
Colorado
$11.5M 307,005 -2,469 -0.8%
BNP Paribas Asset Management
70
BNP Paribas Asset Management
France
$11.4M 304,143 -2,445 -0.8%
LPL Financial
71
LPL Financial
California
$10.4M 279,498 +8,232 +3%
Swedbank
72
Swedbank
Sweden
$10.2M 274,222 -2,434 -0.9%
CIMLRA
73
CBRE Investment Management Listed Real Assets
Pennsylvania
$10.2M 273,803 +14,677 +6%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$10.1M 271,515 +3,264 +1%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$10M 268,303 -7,102 -3%
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3
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