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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
+$361M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$125M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.3M
4
EIP
Epoch Investment Partners
New York
+$46.3M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$30.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$155M
2
Cohen & Steers
Cohen & Steers
New York
-$55.8M
3
Amundi
Amundi
France
-$53.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$42.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$2.68M +$66.7K +1,800 +3%
ASRS
152
Arizona State Retirement System
Arizona
$2.65M +$87.1K +2,350 +3%
SDIC
153
South Dakota Investment Council
South Dakota
$2.63M -$144K -3,900 -5%
SCM
154
Shelton Capital Management
Colorado
$2.62M -$3.34M -90,100 -56%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$2.6M -$248K -6,707 -9%
SI
156
Stephens Inc
Arkansas
$2.51M +$30.8K +831 +1%
ETC
157
Exchange Traded Concepts
Oklahoma
$2.49M +$644K +17,376 +35%
HighTower Advisors
158
HighTower Advisors
Illinois
$2.48M -$214K -5,764 -8%
Jane Street
159
Jane Street
New York
$2.47M -$2.88M -77,806 -54%
TAM
160
Trillium Asset Management
Massachusetts
$2.43M +$195K +5,258 +9%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$2.4M -$506K -13,657 -17%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$2.36M +$60.8K +1,640 +3%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$2.36M -$2.04M -54,942 -46%
JCM
164
Jacobi Capital Management
Pennsylvania
$2.36M +$55.5K +1,498 +2%
VanEck Associates
165
VanEck Associates
New York
$2.31M +$58.3K +1,575 +3%
FRAF
166
Första AP-fonden
Sweden
$2.31M +$419K +11,300 +22%
Osaic Holdings
167
Osaic Holdings
Arizona
$2.31M -$691K -18,659 -23%
OPERF
168
Oregon Public Employees Retirement Fund
Oregon
$2.3M -$320K -8,624 -12%
SOMRS
169
State of Michigan Retirement System
Michigan
$2.29M +$55.6K +1,500 +2%
TCA
170
Tortoise Capital Advisors
Kansas
$2.27M -$3.37M -90,987 -60%
DZ Bank
171
DZ Bank
Germany
$2.22M -$1.38M -37,310 -38%
Lido Advisors
172
Lido Advisors
California
$2.21M -$562K -15,164 -20%
RCM
173
Radnor Capital Management
Pennsylvania
$2.2M -$43.1K -1,164 -2%
Vontobel Holding
174
Vontobel Holding
Switzerland
$2.16M +$1.69M +45,660 +362%
EI
175
Ethic Inc
New York
$2.16M -$36.1K -974 -2%
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