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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 Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$5.17M +$556K +15,009 +12%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$5.13M +$326K +8,795 +7%
MIM
103
MetLife Investment Management
New Jersey
$5.12M -$127K -3,419 -2%
AB
104
Amalgamated Bank
New York
$5.08M -$705K -19,041 -12%
TD Asset Management
105
TD Asset Management
Ontario, Canada
$4.88M +$4.01M +108,338 +462%
HPIA
106
Hamilton Point Investment Advisors
North Carolina
$4.7M +$2.11M +56,979 +82%
Point72 Asset Management
107
Point72 Asset Management
Connecticut
$4.63M -$33.4M -900,138 -88%
AI
108
Atom Investors
Texas
$4.63M -$904K -24,404 -16%
RJA
109
Raymond James & Associates
Florida
$4.61M -$1.07M -28,789 -19%
FNBTCON
110
First National Bank & Trust Co of Newtown
Pennsylvania
$4.5M -$57.9K -1,564 -1%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$4.42M +$743K +20,054 +20%
HPC
112
HM Payson & Co
Maine
$4.34M -$242K -6,540 -5%
AAS
113
Avantax Advisory Services
Texas
$4.31M +$255K +6,880 +6%
YCM
114
Yousif Capital Management
Michigan
$4.3M -$37.5K -1,013 -0.9%
Comerica Bank
115
Comerica Bank
Texas
$4.16M -$215K -5,815 -5%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$4.15M +$161K +4,350 +4%
PAG
117
Private Advisor Group
New Jersey
$4.03M -$79.3K -2,140 -2%
Brown Advisory
118
Brown Advisory
Maryland
$3.94M +$36.9K +995 +0.9%
OAM
119
Ostrum Asset Management
France
$3.91M +$37.8K +1,020 +1%
CAM
120
Costello Asset Management
Pennsylvania
$3.91M -$205K -5,545 -5%
MSV
121
MN Services Vermogensbeheer
Netherlands
$3.89M -$367K -9,900 -9%
AF
122
Advisornet Financial
Minnesota
$3.88M +$2.33K +63 +0.1%
II
123
IFM Investors
Australia
$3.72M +$298K +8,033 +9%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$3.7M -$708K -19,114 -16%
CMP
125
Coston McIsaac & Partners
Maine
$3.69M +$142K +3,837 +4%
3 4
5
6 7