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Essential Utilities
WTRG

Overview Fund Activity

621 hedge funds and large institutions have $7.96B invested in Essential Utilities in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 199 reducing their positions, and 45 closing their positions.

Holders
621
Holders Change
+24
Holders Change %
+4.02%
% of All Funds
8.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
232
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 Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$21M 543,990 +117,813 +28%
Wells Fargo
52
Wells Fargo
California
$20.3M 527,544 +79,728 +18%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$19.7M 510,053 +29,461 +6%
COPPSERS
54
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.5M 479,587 -25,851 -5%
Public Employees Retirement Association of Colorado
55
Public Employees Retirement Association of Colorado
Colorado
$18.4M 475,935 -1,192 -0.2%
TAM
56
Thematics Asset Management
France
$17.1M 442,726 – –
Ameriprise
57
Ameriprise
Minnesota
$16.6M 430,835 +17,768 +4%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$15.8M 408,476 -4,470 -1%
AllianceBernstein
59
AllianceBernstein
Tennessee
$15.5M 401,497 +38,298 +11%
Canada Life
60
Canada Life
Manitoba, Canada
$14.8M 382,158 +16,378 +4%
DRZID
61
DePrince Race & Zollo Inc (DRZ)
Florida
$14.2M 369,325 +229,471 +164%
TC
62
TwinBeech Capital
New York
$13.9M 360,298 +360,298 New
CS
63
Candriam SCA
Luxembourg
$13.8M 357,445 +28,295 +9%
Barclays
64
Barclays
United Kingdom
$13.6M 352,021 -30,930 -8%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$13.5M 349,952 -4,736 -1%
DekaBank Deutsche Girozentrale
66
DekaBank Deutsche Girozentrale
Germany
$13.4M 353,836 +8,988 +3%
BNP Paribas Asset Management
67
BNP Paribas Asset Management
France
$12.4M 321,179 +17,036 +6%
ATN
68
AMF Tjänstepension
Sweden
$12.2M 317,125 – –
CI
69
Cambiar Investors
Colorado
$11.8M 305,451 -1,554 -0.5%
AQR Capital Management
70
AQR Capital Management
Connecticut
$11.7M 304,880 +178,709 +142%
CF
71
Corebridge Financial
Texas
$11.5M 297,741 -20,555 -6%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$11.4M 294,791 -25,995 -8%
Swedbank
73
Swedbank
Sweden
$10.9M 282,370 +8,148 +3%
LPL Financial
74
LPL Financial
California
$10.7M 277,528 -1,970 -0.7%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$10.3M 268,303 – –
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3
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