WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

622 hedge funds and large institutions have $7.97B invested in Essential Utilities in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 233 increasing their positions, 199 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+24
Holders Change %
+4.01%
% of All Funds
9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
233
Reduced
199
Closed
45
Calls
$3.39M
Puts
$3.62M
Net Calls
-$235K
Net Calls Change
+$706K

Top Buyers

1
Millennium Management
Millennium Management
New York
$48M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.3M
3
BTW
Boston Trust Walden
Massachusetts
$75.7M
4
Macquarie Group
Macquarie Group
Australia
$101M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$30.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$32M
2
APG Asset Management
APG Asset Management
Netherlands
$1.67M
3
Invesco
Invesco
Georgia
$133M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$103M
5
Northern Trust
Northern Trust
Illinois
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
126
Brown Advisory
Maryland
$4.06M -$25K -648 -0.6%
AF
127
Advisornet Financial
Minnesota
$3.99M +$2.2K +57 +0.1%
PAG
128
Private Advisor Group
New Jersey
$3.98M -$81.4K -2,111 -2%
MSV
129
MN Services Vermogensbeheer
Netherlands
$3.95M – – –
CAM
130
Costello Asset Management
Pennsylvania
$3.91M -$20.2K -525 -0.5%
DS
131
DRW Securities
Illinois
$3.91M +$3.91M +101,300 New
Aberdeen Group
132
Aberdeen Group
United Kingdom
$3.82M -$10M -261,771 -72%
HighTower Advisors
133
HighTower Advisors
Illinois
$3.78M +$135K +3,501 +4%
Vontobel Holding
134
Vontobel Holding
Switzerland
$3.71M -$2.55K -66 -0.1%
YCM
135
Yousif Capital Management
Michigan
$3.63M -$497K -12,881 -12%
II
136
IFM Investors
Australia
$3.6M -$283K -7,348 -7%
AWCI
137
Alpine Woods Capital Investors
New York
$3.55M -$244K -6,122 -6%
AIP
138
Ameritas Investment Partners
Nebraska
$3.54M -$71.5K -1,854 -2%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.53M -$176K -4,556 -5%
Asset Management One
140
Asset Management One
Japan
$3.51M -$31K -803 -0.9%
Comerica Bank
141
Comerica Bank
Texas
$3.49M -$520K -13,489 -13%
CF
142
Covea Finance
France
$3.47M +$926K +24,000 +36%
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$3.34M +$3.34M +86,643 New
RJFSA
144
Raymond James Financial Services Advisors
Florida
$3.24M +$996K +25,811 +44%
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
$3.15M +$798K +20,681 +34%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$3.11M +$93.5K +2,424 +3%
Creative Planning
147
Creative Planning
Kansas
$3.08M -$43K -1,116 -1%
RAM
148
Resona Asset Management
Japan
$3.03M +$31.6K +821 +1%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$3.01M – – –
BFA
150
Benedict Financial Advisors
Georgia
$2.96M +$172K +4,448 +6%
4 5
6
7 8