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Essential Utilities
WTRG

Overview Fund Activity

598 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+8
Holders Change %
+1.36%
% of All Funds
8.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
215
Reduced
215
Closed
45
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$189M
2
First Trust Advisors
First Trust Advisors
Illinois
$118M
3
Allianz Asset Management
Allianz Asset Management
Germany
$30.9M
4
BTW
Boston Trust Walden
Massachusetts
$33.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$536M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$125M
2
Millennium Management
Millennium Management
New York
$0
3
Amundi
Amundi
France
$278M
4
State Street
State Street
Massachusetts
$477M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
126
Vontobel Holding
Switzerland
$3.6M +$1.42M +38,077 +65%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.58M -$336 -9 -0%
JGUA
128
John G. Ullman & Associates
New York
$3.57M +$3.57M +95,700 New
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$3.56M +$149K +3,987 +4%
AWCI
130
Alpine Woods Capital Investors
New York
$3.56M +$332K +8,896 +10%
HighTower Advisors
131
HighTower Advisors
Illinois
$3.52M +$1.02M +27,448 +41%
AIP
132
Ameritas Investment Partners
Nebraska
$3.5M -$75.2K -2,014 -2%
OAM
133
Ostrum Asset Management
France
$3.44M -$508K -13,605 -13%
Asset Management One
134
Asset Management One
Japan
$3.43M -$39K -1,045 -1%
ECM
135
ExodusPoint Capital Management
New York
$3.22M +$3.22M +86,187 New
FNC
136
First National Corp
Massachusetts
$3.21M -$168K -4,490 -5%
AAIS
137
ABN AMRO Investment Solutions
$3.15M +$3.15M +84,447 New
KCM
138
Kennedy Capital Management
Missouri
$3.15M +$137K +3,674 +5%
SFI
139
Susquehanna Fundamental Investments
Pennsylvania
$3.14M -$2.83M -75,736 -47%
Jane Street
140
Jane Street
New York
$3.13M +$642K +17,195 +26%
Creative Planning
141
Creative Planning
Kansas
$3.02M -$81.1K -2,173 -3%
GCM
142
Greenland Capital Management
New York
$2.99M +$2.99M +79,970 New
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$2.92M -$8.89K -238 -0.3%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$2.91M -$815K -21,843 -22%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$2.91M – – –
RAM
146
Resona Asset Management
Japan
$2.91M -$328K -8,776 -10%
AIM
147
Arcadia Investment Management
Michigan
$2.86M -$95.6K -2,560 -3%
TYCC
148
Texas Yale Capital Corp
Florida
$2.85M -$3.73K -100 -0.1%
DZ Bank
149
DZ Bank
Germany
$2.85M +$607K +16,247 +27%
GC
150
Guggenheim Capital
Illinois
$2.81M -$141K -3,776 -5%
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