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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
126
Texas Permanent School Fund
Texas
$4.91M +$4.91M +119,449 New
Baird Financial Group
127
Baird Financial Group
Wisconsin
$4.88M +$785K +19,868 +19%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$4.86M +$93.8K +2,373 +2%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$4.8M -$252K -6,364 -5%
HPC
130
HM Payson & Co
Maine
$4.58M +$13.2K +334 +0.3%
AB
131
Amalgamated Bank
New York
$4.58M -$191K -4,842 -4%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$4.55M +$177K +4,490 +4%
FNBTCON
133
First National Bank & Trust Co of Newtown
Pennsylvania
$4.35M +$62.5K +1,582 +1%
SC
134
SummitTX Capital
Texas
$4.31M +$4.31M +109,058 New
CMP
135
Coston McIsaac & Partners
Maine
$4.28M +$331K +8,369 +8%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$4.24M +$159K +4,015 +4%
AT
137
AMF Tjänstepension
Sweden
$4.18M – – –
Asset Management One
138
Asset Management One
Japan
$4.16M +$560K +14,168 +16%
CAM
139
Costello Asset Management
Pennsylvania
$4.13M +$403K +10,186 +11%
Brown Advisory
140
Brown Advisory
Maryland
$4.07M -$66.8K -1,691 -2%
SDIC
141
South Dakota Investment Council
South Dakota
$4.07M +$1.27M +32,000 +45%
AF
142
Advisornet Financial
Minnesota
$4.01M +$34.2K +866 +0.9%
GAM
143
Gotham Asset Management
New York
$3.99M -$2.96M -74,879 -43%
Vontobel Holding
144
Vontobel Holding
Switzerland
$3.99M -$126K -3,187 -3%
HighTower Advisors
145
HighTower Advisors
Illinois
$3.95M -$69.5K -1,759 -2%
GT
146
Glenmede Trust
Pennsylvania
$3.93M +$2M +50,656 +104%
Assenagon Asset Management
147
Assenagon Asset Management
Luxembourg
$3.81M -$1.03M -26,118 -21%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$3.75M – – –
TFA
149
Toth Financial Advisory
Virginia
$3.67M +$236K +5,979 +7%
MSV
150
MN Services Vermogensbeheer
Netherlands
$3.65M -$399K -10,100 -10%
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