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Essential Utilities
WTRG

Overview Fund Activity

616 hedge funds and large institutions have $7.88B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 179 increasing their positions, 253 reducing their positions, and 65 closing their positions.

Holders
616
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
8.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
179
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 %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$19.7M -$52.5K -1,446 -0.3%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$18.4M -$111K -3,043 -0.6%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.4M -$12.7K -349 -0.1%
Barclays
54
Barclays
United Kingdom
$16.1M +$3.3M +90,746 +26%
TAM
55
Thematics Asset Management
France
$16.1M – – –
Goldman Sachs
56
Goldman Sachs
New York
$15.4M -$4.36M -120,126 -22%
Verition Fund Management
57
Verition Fund Management
Connecticut
$14.6M +$5.99M +164,851 +69%
Public Employees Retirement Association of Colorado
58
Public Employees Retirement Association of Colorado
Colorado
$14.4M -$2.87M -79,138 -17%
Canada Life
59
Canada Life
Manitoba, Canada
$14.2M +$345K +9,512 +2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$14.1M -$704K -19,389 -5%
DRZID
61
DePrince Race & Zollo Inc (DRZ)
Florida
$13.4M -$27.1K -746 -0.2%
Ameriprise
62
Ameriprise
Minnesota
$13.1M -$2.56M -70,437 -16%
DZ Bank
63
DZ Bank
Germany
$12.8M +$8.99M +247,629 +234%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$12.8M +$48.6K +1,339 +0.4%
DekaBank Deutsche Girozentrale
65
DekaBank Deutsche Girozentrale
Germany
$12.7M – – –
CS
66
Candriam SCA
Luxembourg
$12.7M -$326K -8,964 -3%
AllianceBernstein
67
AllianceBernstein
Tennessee
$12.5M -$2.11M -58,141 -14%
BNP Paribas Asset Management
68
BNP Paribas Asset Management
France
$12.3M +$643K +17,695 +6%
Swedbank
69
Swedbank
Sweden
$10.7M +$475K +13,081 +5%
LPL Financial
70
LPL Financial
California
$10.5M +$397K +10,941 +4%
Stifel Financial
71
Stifel Financial
Missouri
$10.5M +$5.46M +150,408 +109%
CF
72
Corebridge Financial
Texas
$10.4M -$431K -11,876 -4%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$10.3M -$400K -11,000 -4%
JGUA
74
John G. Ullman & Associates
New York
$10.2M +$2.54M +69,928 +33%
CI
75
Cambiar Investors
Colorado
$9.75M -$1.35M -37,098 -12%
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