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Essential Utilities
WTRG

Overview Fund Activity

621 hedge funds and large institutions have $7.96B invested in Essential Utilities in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 199 reducing their positions, and 45 closing their positions.

Holders
621
Holders Change
+24
Holders Change %
+4.02%
% of All Funds
8.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
232
Reduced
199
Closed
45
Calls
$3.39M
Puts
$3.62M
Net Calls
-$235K
Net Calls Change
+$706K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$48M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.3M
3
BTW
3
Boston Trust Walden
Massachusetts
$75.7M
4
Macquarie Group
4
Macquarie Group
Australia
$101M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$30.8M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$32M
2
APG Asset Management
2
APG Asset Management
Netherlands
$1.67M
3
Invesco
3
Invesco
Georgia
$133M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$103M
5
Northern Trust
5
Northern Trust
Illinois
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
WFG
101
Wills Financial Group
Virginia
$6.21M 161,045 +1,264 +0.8%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$6.17M 160,650 +31,591 +24%
CCIA
103
Campbell & Co Investment Adviser
Maryland
$6.16M 159,738 +159,738 New
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$6.1M 158,033 +13,926 +10%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$5.66M 146,683 +8,974 +7%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$5.58M 144,618 -397 -0.3%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$5.4M 139,864 +6,823 +5%
Stifel Financial
108
Stifel Financial
Missouri
$5.3M 137,409 +336 +0.2%
Jane Street
109
Jane Street
New York
$5.27M 136,723 +52,962 +63%
MOACM
110
Mutual of America Capital Management
New York
$5.25M 136,076 -8,001 -6%
AAS
111
Avantax Advisory Services
Texas
$5.18M 134,336 +6,666 +5%
MIM
112
MetLife Investment Management
New Jersey
$5.02M 130,133 -2,380 -2%
HPIA
113
Hamilton Point Investment Advisors
North Carolina
$5M 129,518 -489 -0.4%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$4.97M 128,955 – –
AB
115
Amalgamated Bank
New York
$4.63M 120,041 -21,545 -15%
FNBTCON
116
First National Bank & Trust Co of Newtown
Pennsylvania
$4.49M 116,459 -1,645 -1%
HPC
117
HM Payson & Co
Maine
$4.48M 116,054 -1,200 -1%
PP
118
Prudential plc
United Kingdom
$4.3M 111,476 +6,583 +6%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$4.24M 110,023 +450 +0.4%
RJA
120
Raymond James & Associates
Florida
$4.23M 109,578 -31,211 -22%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$4.18M 108,257 +108,257 New
DZ Bank
122
DZ Bank
Germany
$4.09M 106,043 +29,773 +39%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$4.07M 105,454 +10,028 +11%
OAM
124
Ostrum Asset Management
France
$4.06M 105,325 +13,272 +14%
Brown Advisory
125
Brown Advisory
Maryland
$4.06M 105,235 -648 -0.6%
3 4
5
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