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Essential Utilities
WTRG

Overview Fund Activity

590 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 233 increasing their positions, 196 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
-29
Holders Change %
-4.68%
% of All Funds
8.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
233
Reduced
196
Closed
67
Calls
$2.5M
Puts
$4.87M
Net Calls
-$2.37M
Net Calls Change
+$11.1M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$513M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$126M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
4
EIP
Epoch Investment Partners
New York
$46.3M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$46.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$120M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Amundi
Amundi
France
$296M
4
Citadel Advisors
Citadel Advisors
Florida
$1.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZP
126
Zimmer Partners
New York
$3.65M -$13.5M -365,620 -79%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.56M -$282K -7,612 -7%
CF
128
Covea Finance
France
$3.56M – – –
AIP
129
Ameritas Investment Partners
Nebraska
$3.54M +$97K +2,619 +3%
Asset Management One
130
Asset Management One
Japan
$3.44M -$27K -728 -0.8%
PP
131
Prudential plc
United Kingdom
$3.39M -$2.16M -58,241 -39%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$3.39M +$1.33M +35,914 +65%
Arrowstreet Capital
133
Arrowstreet Capital
Massachusetts
$3.38M +$2.07M +55,796 +157%
FNC
134
First National Corp
Massachusetts
$3.38M -$10.8K -288 -0.3%
SEI Investments
135
SEI Investments
Pennsylvania
$3.26M -$3.03M -81,871 -48%
RAM
136
Resona Asset Management
Japan
$3.21M +$3.21M +86,644 New
Jones Financial Companies
137
Jones Financial Companies
Missouri
$3.2M +$1.21M +32,561 +61%
AWCI
138
Alpine Woods Capital Investors
New York
$3.16M -$200K -5,457 -6%
Creative Planning
139
Creative Planning
Kansas
$3.08M +$281K +7,588 +10%
Holocene Advisors
140
Holocene Advisors
New York
$3.07M -$2.81M -75,822 -48%
KCM
141
Kennedy Capital Management
Missouri
$2.99M +$167K +4,499 +6%
GC
142
Guggenheim Capital
Illinois
$2.93M -$544K -14,685 -16%
AIM
143
Arcadia Investment Management
Michigan
$2.93M +$761K +20,550 +35%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$2.91M -$26.5K -714 -0.9%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$2.89M – – –
TYCC
146
Texas Yale Capital Corp
Florida
$2.83M +$18.5K +500 +0.7%
BBA
147
BLB&B Advisors
Pennsylvania
$2.82M -$223K -6,017 -7%
BFA
148
Benedict Financial Advisors
Georgia
$2.79M -$21.1K -569 -0.8%
American Century Companies
149
American Century Companies
Missouri
$2.77M +$1.52K +41 +0.1%
CP
150
CenterBook Partners
Connecticut
$2.74M +$1.49M +40,337 +120%
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