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Essential Utilities
WTRG

Overview Fund Activity

616 hedge funds and large institutions have $7.88B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 179 increasing their positions, 253 reducing their positions, and 65 closing their positions.

Holders
616
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
8.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
179
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$1.2B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$244M
4
Cohen & Steers
4
Cohen & Steers
New York
$52.4M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$247M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$511K
2
PFA
2
Pathway Financial Advisers
Indiana
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.9M
4
Amundi
4
Amundi
France
$245M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$9.37M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$6.29M 173,164 +15,131 +10%
SEI Investments
102
SEI Investments
Pennsylvania
$6.25M 172,156 +106,735 +163%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$6.03M 165,942 -28,197 -15%
WFG
104
Wills Financial Group
Virginia
$5.69M 156,788 -4,257 -3%
SAM
105
Synergy Asset Management
Washington
$5.53M 148,009 +71,222 +93%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$5.49M 151,246 -453,908 -75%
VanEck Associates
107
VanEck Associates
New York
$5.46M 150,332 +78,121 +108%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$5.33M 146,683 – –
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$5.27M 145,037 +145,037 New
AAS
110
Avantax Advisory Services
Texas
$5.21M 143,452 +9,116 +7%
MIM
111
MetLife Investment Management
New Jersey
$5.17M 142,401 +12,268 +9%
Axa
112
Axa
France
$5.1M 140,471 -27,134 -16%
N
113
Natixis
France
$4.9M 134,839 -42,514 -24%
MOACM
114
Mutual of America Capital Management
New York
$4.85M 133,455 -2,621 -2%
HPIA
115
Hamilton Point Investment Advisors
North Carolina
$4.77M 131,271 +1,753 +1%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$4.64M 127,707 -12,157 -9%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$4.6M 126,590 +66,959 +112%
Holocene Advisors
118
Holocene Advisors
New York
$4.54M 125,048 -68,043 -35%
Assenagon Asset Management
119
Assenagon Asset Management
Luxembourg
$4.45M 122,581 +84,208 +219%
American Century Companies
120
American Century Companies
Missouri
$4.42M 121,561 +121,561 New
AB
121
Amalgamated Bank
New York
$4.38M 120,674 +633 +0.5%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$4.38M 120,467 -24,151 -17%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$4.32M 119,246 -47,108 -28%
HPC
124
HM Payson & Co
Maine
$4.2M 115,629 -425 -0.4%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$4.02M 110,723 +700 +0.6%
3 4
5
6 7