WTRG icon

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 %
DnB Asset Management
176
DnB Asset Management
Norway
$2.09M – – –
Victory Capital Management
177
Victory Capital Management
Texas
$2.05M -$4.77M -127,797 -70%
RB
178
Rodgers Brothers
Pennsylvania
$1.99M +$80.3K +2,150 +4%
WCBA
179
Weaver C. Barksdale & Associates
Tennessee
$1.97M +$1.97M +52,690 New
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$1.95M -$370K -9,900 -16%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$1.92M +$105K +2,811 +6%
BA
182
Bridgewater Advisors
New York
$1.92M +$11.5K +283 +0.6%
GT
183
Glenmede Trust
Pennsylvania
$1.91M +$85.2K +2,282 +5%
TFA
184
Toth Financial Advisory
Virginia
$1.9M +$572K +15,318 +43%
SCM
185
Shelton Capital Management
Colorado
$1.88M -$763K -20,427 -29%
FRAF
186
Första AP-fonden
Sweden
$1.87M -$463K -12,400 -20%
BCIM
187
British Columbia Investment Management
British Columbia, Canada
$1.86M +$700K +18,765 +61%
M&T Bank
188
M&T Bank
New York
$1.85M +$7.73K +207 +0.4%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.82M – – –
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$1.82M +$8.85K +237 +0.5%
Citigroup
191
Citigroup
New York
$1.82M +$296K +7,924 +19%
CFB
192
Cullen/Frost Bankers
Texas
$1.79M -$88.8K -2,378 -5%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$1.73M +$317K +8,496 +22%
Corient Private Wealth
194
Corient Private Wealth
Florida
$1.72M +$14.1K +378 +0.8%
IIM
195
INTECH Investment Management
Florida
$1.72M +$1.05M +28,010 +156%
O
196
Ossiam
France
$1.69M -$92.4K -2,474 -5%
Mariner
197
Mariner
Kansas
$1.69M +$294K +7,875 +21%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.68M +$294K +7,875 +21%
FPFS
199
First Personal Financial Services
North Carolina
$1.68M +$48.7K +1,305 +3%
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
$1.64M +$41.5K +1,113 +3%
6 7
8
9 10