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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 %
BBA
151
BLB&B Advisors
Pennsylvania
$2.75M -$94.3K -2,525 -3%
NEI
152
Northwest & Ethical Investments
Ontario, Canada
$2.72M +$2.72M +72,899 New
BFA
153
Benedict Financial Advisors
Georgia
$2.7M -$106K -2,841 -4%
ASRS
154
Arizona State Retirement System
Arizona
$2.66M -$1.27K -34 -0%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$2.66M -$44.8K -1,200 -2%
SDIC
156
South Dakota Investment Council
South Dakota
$2.65M -$3.32K -89 -0.1%
TAM
157
Trillium Asset Management
Massachusetts
$2.57M +$129K +3,450 +5%
VanEck Associates
158
VanEck Associates
New York
$2.53M +$194K +5,201 +8%
AA
159
ALPS Advisors
Colorado
$2.5M +$342K +9,156 +16%
SI
160
Stephens Inc
Arkansas
$2.48M -$54.8K -1,467 -2%
ETC
161
Exchange Traded Concepts
Oklahoma
$2.48M -$30.9K -827 -1%
CF
162
Covea Finance
France
$2.46M -$1.12M -30,000 -31%
JCM
163
Jacobi Capital Management
Pennsylvania
$2.39M +$13.9K +373 +0.6%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$2.34M +$261K +6,992 +13%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$2.29M -$89.5K -2,396 -4%
TCA
166
Tortoise Capital Advisors
Kansas
$2.28M -$7.77K -208 -0.3%
Arrowstreet Capital
167
Arrowstreet Capital
Massachusetts
$2.28M -$1.13M -30,285 -33%
SOMRS
168
State of Michigan Retirement System
Michigan
$2.26M -$44.8K -1,200 -2%
EI
169
Ethic Inc
New York
$2.23M +$54.6K +1,463 +3%
RCM
170
Radnor Capital Management
Pennsylvania
$2.22M – – –
SEI Investments
171
SEI Investments
Pennsylvania
$2.21M -$1.07M -28,702 -33%
Lido Advisors
172
Lido Advisors
California
$2.18M -$42.8K -1,146 -2%
Robeco Institutional Asset Management
173
Robeco Institutional Asset Management
Netherlands
$2.17M +$110K +2,946 +5%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$2.17M -$214K -5,734 -9%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$2.1M +$3.06K +82 +0.1%
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