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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 %
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.14M -$180K -4,952 -5%
PAG
152
Private Advisor Group
New Jersey
$3.11M -$636K -17,515 -17%
LF
153
Lansforsakringar Fondforvaltning
Sweden
$3.03M +$3.03M +83,304 New
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$2.96M +$29.4K +810 +1%
Creative Planning
155
Creative Planning
Kansas
$2.95M +$53.7K +1,478 +2%
Citigroup
156
Citigroup
New York
$2.92M +$148K +4,065 +5%
State of New Jersey Common Pension Fund D
157
State of New Jersey Common Pension Fund D
New Jersey
$2.83M – – –
BFA
158
Benedict Financial Advisors
Georgia
$2.82M +$32.8K +902 +1%
TYCC
159
Texas Yale Capital Corp
Florida
$2.8M +$20.7K +570 +0.7%
RAM
160
Resona Asset Management
Japan
$2.79M -$66.7K -1,836 -2%
ASRS
161
Arizona State Retirement System
Arizona
$2.74M +$38.8K +1,068 +1%
MF
162
Magnetar Financial
Illinois
$2.72M +$2.72M +74,894 New
KCM
163
Kennedy Capital Management
Missouri
$2.67M -$20.9K -576 -0.8%
RB
164
Rodgers Brothers
Pennsylvania
$2.61M +$671K +18,475 +35%
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$2.61M -$141K -3,880 -5%
AA
166
ALPS Advisors
Colorado
$2.59M +$383K +10,556 +17%
SDIC
167
South Dakota Investment Council
South Dakota
$2.58M – – –
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$2.55M +$10.9K +300 +0.4%
FRAF
169
Första AP-fonden
Sweden
$2.53M -$50.8K -1,400 -2%
JCM
170
Jacobi Capital Management
Pennsylvania
$2.46M +$86.9K +2,393 +4%
SOMRS
171
State of Michigan Retirement System
Michigan
$2.44M +$272K +7,500 +13%
SFI
172
Susquehanna Fundamental Investments
Pennsylvania
$2.4M +$2.4M +66,216 New
ETC
173
Exchange Traded Concepts
Oklahoma
$2.39M -$73.7K -2,030 -3%
DnB Asset Management
174
DnB Asset Management
Norway
$2.37M +$118K +3,245 +5%
TAM
175
Trillium Asset Management
Massachusetts
$2.35M -$117K -3,231 -5%
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