WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$7.09M +$288K +7,282 +4%
APG Asset Management
102
APG Asset Management
Netherlands
$7.09M -$959K -26,207 -12%
NIG
103
NFJ Investment Group
Texas
$6.98M -$575K -14,555 -8%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$6.67M +$106K +2,689 +2%
VanEck Associates
105
VanEck Associates
New York
$6.64M +$697K +17,621 +12%
HAI
106
Hennessy Advisors Inc
California
$6.63M -$304K -7,700 -4%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$6.52M +$788K +19,942 +14%
Arrowstreet Capital
108
Arrowstreet Capital
Massachusetts
$6.32M +$6.32M +159,792 New
WFG
109
Wills Financial Group
Virginia
$6.14M -$59.1K -1,496 -1%
First Manhattan
110
First Manhattan
New York
$6.11M -$999K -25,272 -14%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$6.08M -$896K -22,674 -13%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$5.94M -$42K -1,062 -0.7%
AAS
113
Avantax Advisory Services
Texas
$5.93M +$257K +6,494 +5%
Aberdeen Group
114
Aberdeen Group
United Kingdom
$5.92M -$997K -25,311 -14%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$5.81M +$13.3K +336 +0.2%
AI
116
Atom Investors
Texas
$5.68M +$5.14M +129,985 +946%
MIM
117
MetLife Investment Management
New Jersey
$5.55M -$84K -2,124 -1%
Axa
118
Axa
France
$5.54M -$9.84K -249 -0.2%
HPIA
119
Hamilton Point Investment Advisors
North Carolina
$5.29M +$95.9K +2,427 +2%
MOACM
120
Mutual of America Capital Management
New York
$5.14M -$135K -3,425 -3%
SAM
121
Synergy Asset Management
Washington
$5.09M -$762K -19,287 -13%
American Century Companies
122
American Century Companies
Missouri
$5.01M +$201K +5,085 +4%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$5M +$1.36M +34,366 +37%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$5M -$8.3K -210 -0.2%
TAF
125
Tredje AP-fonden
Sweden
$4.99M +$3.38M +85,484 +209%
3 4
5
6 7