WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

590 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 67 closing their positions.

Holders
590
Holders Change
-29
Holders Change %
-4.68%
% of All Funds
8.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
233
Reduced
196
Closed
67
Calls
$2.5M
Puts
$4.87M
Net Calls
-$2.37M
Net Calls Change
+$11.1M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$513M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$126M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
EIP
4
Epoch Investment Partners
New York
$46.3M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$46.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Amundi
3
Amundi
France
$296M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
CIMLRA
76
CBRE Investment Management Listed Real Assets
Pennsylvania
$9.6M 259,126 +157,623 +155%
NIG
77
NFJ Investment Group
Texas
$9.45M 255,167 -5,357 -2%
MAM
78
Magellan Asset Management
Australia
$8.31M 224,231 +24,441 +12%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.27M 223,310 +12,038 +6%
TPSF
80
Texas Permanent School Fund
Texas
$8.15M 220,054 +3,046 +1%
Nomura Asset Management
81
Nomura Asset Management
Japan
$8.08M 218,001 +38,859 +22%
MSRPS
82
Maryland State Retirement & Pension System
Maryland
$7.99M 233,017 +3,395 +1%
BTW
83
Boston Trust Walden
Massachusetts
$7.43M 200,612 +2,440 +1%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$7.19M 194,097 -27,005 -12%
First Manhattan
85
First Manhattan
New York
$7.19M 194,043 -140 -0.1%
FNFDCM
86
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.18M 193,838 +6,916 +4%
GAM
87
Gotham Asset Management
New York
$7.1M 191,562 +33,188 +21%
Impax Asset Management Group
88
Impax Asset Management Group
United Kingdom
$7.02M 189,482 -31,108 -14%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$6.98M 188,522 -8,351 -4%
Victory Capital Management
90
Victory Capital Management
Texas
$6.77M 182,819 -74,444 -29%
HAI
91
Hennessy Advisors Inc
California
$6.49M 175,300 -7,000 -4%
SFI
92
Susquehanna Fundamental Investments
Pennsylvania
$5.92M 159,863 +159,863 New
WFG
93
Wills Financial Group
Virginia
$5.91M 159,595 +680 +0.4%
AQR Capital Management
94
AQR Capital Management
Connecticut
$5.76M 156,989 -81,299 -34%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$5.64M 152,120 +30,152 +25%
MOACM
96
Mutual of America Capital Management
New York
$5.55M 149,813 -5,239 -3%
CM
97
CoreCommodity Management
Connecticut
$5.47M 147,555 +16,696 +13%
Stifel Financial
98
Stifel Financial
Missouri
$5.23M 141,118 -37,125 -21%
Axa
99
Axa
France
$5.22M 140,959 +23,006 +20%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$5.22M 140,782 +3,779 +3%
2 3
4
5 6