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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 %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$3.65M +$424K +10,718 +13%
PFSRSONJ
152
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.61M +$28.1K +712 +0.8%
YCM
153
Yousif Capital Management
Michigan
$3.55M -$49.5K -1,253 -1%
GC
154
Guggenheim Capital
Illinois
$3.45M +$1.18M +29,816 +52%
LOAMU
155
Lombard Odier Asset Management (USA)
New York
$3.43M +$3.43M +86,879 New
FLPIM
156
F.L. Putnam Investment Management
Massachusetts
$3.38M +$3.38M +85,580 New
LF
157
Lansforsakringar Fondforvaltning
Sweden
$3.29M – – –
RAM
158
Resona Asset Management
Japan
$3.25M +$219K +5,546 +7%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$3.25M -$1.46M -36,903 -31%
Creative Planning
160
Creative Planning
Kansas
$3.14M -$75.7K -1,916 -2%
TYCC
161
Texas Yale Capital Corp
Florida
$3.13M +$89.7K +2,270 +3%
Comerica Bank
162
Comerica Bank
Texas
$3.1M -$368K -9,309 -11%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M -$354K -8,965 -10%
AA
164
ALPS Advisors
Colorado
$3.04M +$219K +5,551 +8%
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
$3M +$3M +76,012 New
State of New Jersey Common Pension Fund D
166
State of New Jersey Common Pension Fund D
New Jersey
$3M -$80.4K -2,033 -3%
ASRS
167
Arizona State Retirement System
Arizona
$2.98M -$2.81K -71 -0.1%
AQR Capital Management
168
AQR Capital Management
Connecticut
$2.97M -$6.75M -171,143 -69%
II
169
IFM Investors
Australia
$2.94M -$615K -15,549 -17%
BFA
170
Benedict Financial Advisors
Georgia
$2.92M -$147K -3,718 -5%
JCM
171
Jacobi Capital Management
Pennsylvania
$2.89M +$208K +5,257 +8%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$2.84M – – –
PAG
173
Private Advisor Group
New Jersey
$2.82M -$561K -14,195 -17%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$2.8M +$27.7K +700 +1%
FAF
175
Första AP-fonden
Sweden
$2.78M +$23.7K +600 +0.9%
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