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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 Holding Trade Value Shares
Change 		Shares
Change %
DRZID
101
DePrince Race & Zollo Inc (DRZ)
Florida
$5.22M +$5.22M +139,854 New
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$5.14M -$25.3K -679 -0.5%
Stifel Financial
103
Stifel Financial
Missouri
$5.12M -$151K -4,045 -3%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$4.97M -$289K -7,741 -5%
MIM
105
MetLife Investment Management
New Jersey
$4.95M -$209K -5,609 -4%
HPIA
106
Hamilton Point Investment Advisors
North Carolina
$4.85M +$121K +3,240 +3%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$4.82M -$102K -2,745 -2%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$4.81M +$360K +9,633 +8%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$4.77M +$1.55M +41,507 +48%
AAS
110
Avantax Advisory Services
Texas
$4.77M +$419K +11,233 +10%
AQR Capital Management
111
AQR Capital Management
Connecticut
$4.7M -$1.15M -30,818 -20%
FNBTCON
112
First National Bank & Trust Co of Newtown
Pennsylvania
$4.41M -$131K -3,500 -3%
HPC
113
HM Payson & Co
Maine
$4.38M +$336 +9 +0%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$4.09M -$92K -2,465 -2%
YCM
115
Yousif Capital Management
Michigan
$3.99M -$337K -9,022 -8%
Brown Advisory
116
Brown Advisory
Maryland
$3.95M -$17.8K -477 -0.4%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$3.94M +$1.51M +40,546 +62%
PAG
118
Private Advisor Group
New Jersey
$3.93M -$136K -3,632 -3%
PP
119
Prudential plc
United Kingdom
$3.92M +$501K +13,412 +15%
Comerica Bank
120
Comerica Bank
Texas
$3.88M -$313K -8,383 -7%
CMP
121
Coston McIsaac & Partners
Maine
$3.87M +$153K +4,112 +4%
AF
122
Advisornet Financial
Minnesota
$3.86M -$48.9K -1,310 -1%
MSV
123
MN Services Vermogensbeheer
Netherlands
$3.82M -$97.1K -2,600 -2%
CAM
124
Costello Asset Management
Pennsylvania
$3.8M -$134K -3,587 -3%
II
125
IFM Investors
Australia
$3.76M +$8.33K +223 +0.2%
3 4
5
6 7