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 %
SAM
151
Synergy Asset Management
Washington
$2.96M +$2.96M +76,787 New
Citigroup
152
Citigroup
New York
$2.95M +$1.07M +27,743 +57%
TYCC
153
Texas Yale Capital Corp
Florida
$2.95M – – –
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$2.92M -$84.9K -2,200 -3%
EGM
155
Engineers Gate Manager
New York
$2.91M +$2.91M +75,497 New
VanEck Associates
156
VanEck Associates
New York
$2.91M +$184K +4,573 +7%
ASRS
157
Arizona State Retirement System
Arizona
$2.87M +$118K +3,068 +4%
KCM
158
Kennedy Capital Management
Missouri
$2.86M -$398K -10,322 -12%
TFA
159
Toth Financial Advisory
Virginia
$2.83M +$870K +22,560 +44%
FRAF
160
Första AP-fonden
Sweden
$2.74M +$814K +21,100 +42%
SDIC
161
South Dakota Investment Council
South Dakota
$2.74M – – –
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$2.69M -$54K -1,400 -2%
PI
163
PineBridge Investments
New York
$2.69M +$2.69M +69,693 New
TAM
164
Trillium Asset Management
Massachusetts
$2.62M -$41K -1,063 -2%
ETC
165
Exchange Traded Concepts
Oklahoma
$2.61M +$54.5K +1,412 +2%
RCM
166
Radnor Capital Management
Pennsylvania
$2.59M +$301K +7,801 +13%
BBA
167
BLB&B Advisors
Pennsylvania
$2.57M -$264K -6,845 -9%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$2.56M +$145K +3,761 +6%
AIM
169
Arcadia Investment Management
Michigan
$2.55M -$406K -10,525 -14%
SEI Investments
170
SEI Investments
Pennsylvania
$2.52M +$239K +6,184 +10%
JCM
171
Jacobi Capital Management
Pennsylvania
$2.52M +$55.2K +1,432 +2%
Korea Investment Corp
172
Korea Investment Corp
South Korea
$2.5M -$12M -310,052 -83%
SI
173
Stephens Inc
Arkansas
$2.45M -$114K -2,957 -4%
LA
174
LBP AM
France
$2.41M +$2.41M +62,424 New
DnB Asset Management
175
DnB Asset Management
Norway
$2.4M +$234K +6,067 +11%
5 6
7
8 9