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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 %
AA
176
ALPS Advisors
Colorado
$2.34M -$240K -6,223 -9%
NEI
177
Northwest & Ethical Investments
Ontario, Canada
$2.32M -$488K -12,656 -17%
SOMRS
178
State of Michigan Retirement System
Michigan
$2.31M -$30.9K -800 -1%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$2.3M -$63.7K -1,651 -3%
GC
180
Guggenheim Capital
Illinois
$2.3M -$611K -15,841 -21%
TCA
181
Tortoise Capital Advisors
Kansas
$2.26M -$104K -2,697 -4%
PF
182
Phoenix Financial
Israel
$2.24M +$1.84M +47,581 +462%
CCM
183
Coldstream Capital Management
Washington
$2.22M +$2.22M +57,626 New
EI
184
Ethic Inc
New York
$2.16M -$54.2K -1,463 -2%
NMIMC
185
Northwestern Mutual Investment Management Company
Wisconsin
$2.15M -$11.7K -304 -0.5%
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$2.14M +$445K +11,528 +26%
WSFS
187
Wilmington Savings Fund Society
Delaware
$2.11M +$1.05M +27,291 +99%
RB
188
Rodgers Brothers
Pennsylvania
$2.06M – – –
Robeco Institutional Asset Management
189
Robeco Institutional Asset Management
Netherlands
$2.04M -$196K -5,088 -9%
Man Group
190
Man Group
United Kingdom
$2.04M +$1.15M +29,854 +130%
M&T Bank
191
M&T Bank
New York
$2.02M +$110K +2,860 +6%
GT
192
Glenmede Trust
Pennsylvania
$2M +$31K +803 +2%
Victory Capital Management
193
Victory Capital Management
Texas
$1.97M -$152K -3,947 -7%
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$1.97M -$49.8K -1,290 -2%
WCBA
195
Weaver C. Barksdale & Associates
Tennessee
$1.96M -$75.1K -1,948 -4%
SCM
196
Shelton Capital Management
Colorado
$1.93M -$9.22K -239 -0.5%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$1.92M +$1.34M +34,746 +232%
Schroder Investment Management Group
198
Schroder Investment Management Group
United Kingdom
$1.9M +$271K +7,052 +17%
EB
199
Eastern Bank
Massachusetts
$1.9M +$1.9M +49,280 New
CP
200
CenterBook Partners
Connecticut
$1.89M +$231K +5,996 +14%
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