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Essential Utilities
WTRG

Overview Fund Activity

616 hedge funds and large institutions have $7.88B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 179 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
8.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
179
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$1.2B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$244M
4
Cohen & Steers
4
Cohen & Steers
New York
$52.4M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$247M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$511K
2
PFA
2
Pathway Financial Advisers
Indiana
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.9M
4
Amundi
4
Amundi
France
$245M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$9.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
126
Schroder Investment Management Group
United Kingdom
$3.97M +$2.18M +60,107 +121%
FNBTCON
127
First National Bank & Trust Co of Newtown
Pennsylvania
$3.94M -$293K -8,067 -7%
ATN
128
AMF Tjänstepension
Sweden
$3.84M -$7.7M -211,623 -67%
Brown Advisory
129
Brown Advisory
Maryland
$3.81M -$17.1K -471 -0.4%
Vontobel Holding
130
Vontobel Holding
Switzerland
$3.79M +$288K +7,929 +8%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$3.77M +$2.32M +63,912 +161%
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$3.75M -$81K -2,229 -2%
MSV
133
MN Services Vermogensbeheer
Netherlands
$3.72M – – –
OAM
134
Ostrum Asset Management
France
$3.69M -$135K -3,704 -4%
HighTower Advisors
135
HighTower Advisors
Illinois
$3.69M +$140K +3,859 +4%
AF
136
Advisornet Financial
Minnesota
$3.65M -$104K -2,863 -3%
CMP
137
Coston McIsaac & Partners
Maine
$3.62M -$286K -7,866 -7%
PI
138
PineBridge Investments
New York
$3.61M +$1.08M +29,747 +43%
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$3.44M -$1.24M -34,123 -26%
CAM
140
Costello Asset Management
Pennsylvania
$3.42M -$260K -7,165 -7%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$3.35M +$939K +25,846 +39%
Asset Management One
142
Asset Management One
Japan
$3.32M – – –
YCM
143
Yousif Capital Management
Michigan
$3.31M -$113K -3,120 -3%
AIP
144
Ameritas Investment Partners
Nebraska
$3.3M -$30.6K -842 -0.9%
PFSRSONJ
145
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.29M +$3.29M +90,605 New
II
146
IFM Investors
Australia
$3.26M -$126K -3,462 -4%
Comerica Bank
147
Comerica Bank
Texas
$3.19M -$99.4K -2,736 -3%
PP
148
Prudential plc
United Kingdom
$3.18M -$866K -23,836 -21%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$3.16M +$806K +22,200 +34%
TFA
150
Toth Financial Advisory
Virginia
$3.15M +$485K +13,362 +18%
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