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Essential Utilities

694 hedge funds and large institutions have $8.72B invested in Essential Utilities in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 218 increasing their positions, 250 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $6.7M | Put options by funds: $1.88M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 74

1% more capital invested

Capital invested by funds: $8.66B → $8.72B (+$64.8M)

0% more funds holding

Funds holding: 692694 (+2)

3.32% less ownership

Funds ownership: 79.79%76.47% (-3.3%)

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 250

Holders
694
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
8.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
89
Increased
218
Reduced
250
Closed
74
Calls
$6.7M
Puts
$1.88M
Net Calls
+$4.82M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
126
American Century Companies
Missouri
$5.82M +$701K +17,817 +14%
WFG
127
Wills Financial Group
Virginia
$5.79M -$174K -4,416 -3%
Macquarie Group
128
Macquarie Group
Australia
$5.72M -$1.23M -31,155 -18%
MIM
129
MetLife Investment Management
New Jersey
$5.6M +$36.7K +933 +0.7%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$5.48M -$110K -2,806 -2%
Aberdeen Group
131
Aberdeen Group
United Kingdom
$5.43M -$8.04M -204,333 -60%
JFG
132
Jefferies Financial Group
New York
$5.39M +$3.48M +88,352 +195%
HPIA
133
Hamilton Point Investment Advisors
North Carolina
$5.32M -$27.5K -698 -0.5%
MSE
134
MUFG Securities EMEA
United Kingdom
$5.32M +$5.2M +132,000 New
TD Asset Management
135
TD Asset Management
Ontario, Canada
$5.27M -$955K -24,257 -16%
TFA
136
Toth Financial Advisory
Virginia
$5.25M -$171K -4,344 -3%
SEI Investments
137
SEI Investments
Pennsylvania
$5.24M +$339K +8,606 +7%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$5.2M -$159K -4,042 -3%
AB
139
Amalgamated Bank
New York
$5.2M +$166K +4,215 +3%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$5.04M +$4.4M +111,734 +830%
CMP
141
Coston McIsaac & Partners
Maine
$4.92M +$272K +6,909 +6%
PFSRSONJ
142
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.91M +$54.2K +1,376 +1%
AA
143
ALPS Advisors
Colorado
$4.9M -$232K -5,894 -5%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$4.83M +$101K +2,562 +2%
VGA
145
Vanguard Global Advisers
Pennsylvania
$4.71M +$4.6M +116,864 New
HPC
146
HM Payson & Co
Maine
$4.64M -$56.1K -1,425 -1%
AA
147
ABC Arbitrage
France
$4.59M -$1.83M -46,423 -29%
YIH
148
Y-Intercept (HK)
Hong Kong
$4.55M +$3.9M +99,186 +714%
DZ Bank
149
DZ Bank
Germany
$4.55M -$1.73M -43,884 -28%
First Manhattan
150
First Manhattan
New York
$4.5M -$716K -18,187 -14%