Essential Utilities
WTRG
621 hedge funds and large institutions have $7.9B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 184 increasing their positions, 254 reducing their positions, and 65 closing their positions.
2.12% more ownership
Funds ownership: 77.17% → 79.29% (+2.1%)
9% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 65
1% less funds holding
Funds holding: 627 → 621 (-6)
2% less capital invested
Capital invested by funds: $8.09B → $7.9B (-$183M)
28% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 254
47% less call options, than puts
Call options by funds: $1.49M | Put options by funds: $2.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.1M |
| 2 |
BlackRock
New York
|
+$71.1M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
+$62M |
| 4 |
Cohen & Steers
New York
|
+$55.9M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$47.7M |
| 2 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
-$47.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$41M |
| 4 |
Amundi
Paris,
France
|
-$39.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$21M |
WTRG Hedge Fund Activity: Q4 2024 in Review
621 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2024, worth a combined $7.9B — down 2.3% from $8.09B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new WTRG positions and 65 closed out — a net gain of 6 holders — while 184 added to existing stakes and 254 trimmed.
The largest buyer was Vanguard Group, adding an estimated $87.1M. The largest seller was Millennium Management, cutting an estimated $47.7M.
- 621 institutional investors held Essential Utilities (WTRG) as of Q4 2024, down from 627 in Q3 2024.
- Funds reported $7.9B of Essential Utilities stock for Q4 2024, down 2.3% quarter-over-quarter.
- 71 funds opened new Essential Utilities positions in Q4 2024 and 65 closed out, a net change of +6 holders.
- The largest Essential Utilities buyer in Q4 2024 was Vanguard Group, an estimated $87.1M added.
- The largest Essential Utilities seller in Q4 2024 was Millennium Management, an estimated $47.7M sold.
Based on aggregated 13F filings for Q4 2024.