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Essential Utilities
WTRG

Overview Fund Activity

597 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

Holders
597
Holders Change
+7
Holders Change %
+1.19%
% of All Funds
8.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
62
Increased
215
Reduced
215
Closed
45
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$189M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$118M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$30.9M
4
BTW
4
Boston Trust Walden
Massachusetts
$33.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$536M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M
2
Millennium Management
2
Millennium Management
New York
$0
3
Amundi
3
Amundi
France
$278M
4
State Street
4
State Street
Massachusetts
$477M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
76
Gotham Asset Management
New York
$9.78M 262,038 +70,476 +37%
NIG
77
NFJ Investment Group
Texas
$9.49M 254,313 -854 -0.3%
MAM
78
Magellan Asset Management
Australia
$9.23M 247,377 +23,146 +10%
Nomura Asset Management
79
Nomura Asset Management
Japan
$8.85M 237,101 +19,100 +9%
MSRPS
80
Maryland State Retirement & Pension System
Maryland
$8.65M 231,672 -1,345 -0.6%
AI
81
Atom Investors
Texas
$8.62M 230,999 +105,922 +85%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.11M 217,130 -6,180 -3%
TPSF
83
Texas Permanent School Fund
Texas
$7.92M 212,029 -8,025 -4%
Citadel Advisors
84
Citadel Advisors
Florida
$7.71M 206,627 +163,563 +380%
N
85
Natixis
France
$7.44M 199,345 -160,600 -45%
FNFDCM
86
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.44M 199,324 +5,486 +3%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$6.96M 186,360 -2,162 -1%
First Manhattan
88
First Manhattan
New York
$6.91M 185,215 -8,828 -5%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$6.62M 177,320 -16,777 -9%
HAI
90
Hennessy Advisors Inc
California
$6.62M 177,300 +2,000 +1%
Axa
91
Axa
France
$6.13M 164,201 +23,242 +16%
WFG
92
Wills Financial Group
Virginia
$5.96M 159,781 +186 +0.1%
Holocene Advisors
93
Holocene Advisors
New York
$5.78M 154,953 +72,190 +87%
Verition Fund Management
94
Verition Fund Management
Connecticut
$5.77M 154,525 +154,525 New
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$5.68M 152,120 – –
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$5.41M 145,015 -230,753 -61%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$5.38M 144,107 +4,573 +3%
MOACM
98
Mutual of America Capital Management
New York
$5.38M 144,077 -5,736 -4%
AB
99
Amalgamated Bank
New York
$5.29M 141,586 +4,439 +3%
RJA
100
Raymond James & Associates
Florida
$5.26M 140,789 +16,231 +13%
2 3
4
5 6