WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$21.2M +$1.17M +29,708 +6%
Wells Fargo
52
Wells Fargo
California
$20.7M -$1.72M -43,459 -8%
Verition Fund Management
53
Verition Fund Management
Connecticut
$20M +$4.12M +104,215 +26%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$19.7M +$4.33M +109,582 +28%
COPPSERS
55
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.1M +$160K +4,052 +0.8%
TAM
56
Thematics Asset Management
France
$17.5M – – –
Public Employees Retirement Association of Colorado
57
Public Employees Retirement Association of Colorado
Colorado
$15.7M – – –
DZ Bank
58
DZ Bank
Germany
$15.3M +$1.34M +33,830 +10%
Canada Life
59
Canada Life
Manitoba, Canada
$15.2M -$269K -6,807 -2%
DRZID
60
DePrince Race & Zollo Inc (DRZ)
Florida
$14.8M +$277K +7,002 +2%
Swedbank
61
Swedbank
Sweden
$14.6M +$2.89M +73,034 +25%
Ameriprise
62
Ameriprise
Minnesota
$14.5M +$259K +6,547 +2%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$13.9M +$12.1K +305 +0.1%
DekaBank Deutsche Girozentrale
64
DekaBank Deutsche Girozentrale
Germany
$13.7M +$34.5K +895 +0.3%
Barclays
65
Barclays
United Kingdom
$13.5M -$3.99M -101,030 -23%
AllianceBernstein
66
AllianceBernstein
Tennessee
$13.4M -$189K -4,774 -1%
Raymond James Financial
67
Raymond James Financial
Florida
$13.2M +$5.17M +130,701 +64%
CS
68
Candriam SCA
Luxembourg
$13.2M -$596K -15,077 -4%
BNP Paribas Asset Management
69
BNP Paribas Asset Management
France
$13.1M -$258K -6,534 -2%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$12.7M -$51.4M -1,299,975 -80%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$12.5M +$3.03M +76,954 +32%
Citadel Advisors
72
Citadel Advisors
Florida
$12.1M +$12M +303,717 +19,223%
LPL Financial
73
LPL Financial
California
$11.7M +$270K +6,839 +2%
Stifel Financial
74
Stifel Financial
Missouri
$11.7M +$275K +6,949 +2%
MYAM
75
Meiji Yasuda Asset Management
Japan
$11.3M +$10.7M +271,214 +1,924%
1 2
3
4 5