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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
$513M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$126M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
4
EIP
Epoch Investment Partners
New York
$46.3M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$46.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$120M
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Amundi
Amundi
France
$296M
4
Citadel Advisors
Citadel Advisors
Florida
$1.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
ALPS Advisors
Colorado
$2.14M +$324K +8,748 +18%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.08M +$6.37K +172 +0.3%
DnB Asset Management
178
DnB Asset Management
Norway
$2.08M -$1.37M -37,100 -40%
Natixis Advisors
179
Natixis Advisors
Massachusetts
$2.06M +$1.14M +30,673 +123%
Robeco Institutional Asset Management
180
Robeco Institutional Asset Management
Netherlands
$2.04M +$363K +9,802 +22%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$2.01M -$4.05M -109,209 -67%
IG
182
ING Group
Netherlands
$1.94M -$13M -351,900 -87%
RB
183
Rodgers Brothers
Pennsylvania
$1.9M -$4.82K -130 -0.3%
Voloridge Investment Management
184
Voloridge Investment Management
Florida
$1.88M -$261K -7,054 -12%
CFB
185
Cullen/Frost Bankers
Texas
$1.87M -$67.7K -1,827 -3%
M&T Bank
186
M&T Bank
New York
$1.83M -$69.6K -1,879 -4%
TIS
187
Tortoise Index Solutions
Kansas
$1.83M -$19.8K -535 -1%
NMERB
188
New Mexico Educational Retirement Board
New Mexico
$1.81M – – –
GT
189
Glenmede Trust
Pennsylvania
$1.81M +$685K +18,494 +61%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$1.81M +$1.2M +32,415 +198%
PAM
191
Panagora Asset Management
Massachusetts
$1.81M – – –
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$1.79M -$18.4K -497 -1%
CT
193
Cambridge Trust
Massachusetts
$1.78M +$28.5K +768 +2%
O
194
Ossiam
France
$1.77M +$1.42M +38,417 +408%
BA
195
Bridgewater Advisors
New York
$1.74M +$250K +6,743 +17%
Corient Private Wealth
196
Corient Private Wealth
Florida
$1.69M -$233K -6,280 -12%
FPFS
197
First Personal Financial Services
North Carolina
$1.62M +$17.7K +478 +1%
FIM
198
Freedom Investment Management
Connecticut
$1.6M -$592K -15,982 -27%
Prudential Financial
199
Prudential Financial
New Jersey
$1.6M -$1.33M -35,949 -45%
Citadel Advisors
200
Citadel Advisors
Florida
$1.6M -$42.7M -1,151,877 -96%
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