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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 %
LA
176
LBP AM
France
$2.33M +$65.7K +1,809 +3%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$2.31M +$601K +16,543 +35%
AIM
178
Arcadia Investment Management
Michigan
$2.28M -$121K -3,323 -5%
Mariner
179
Mariner
Kansas
$2.26M +$537K +14,780 +31%
AWCI
180
Alpine Woods Capital Investors
New York
$2.26M -$983K -27,062 -30%
SI
181
Stephens Inc
Arkansas
$2.21M -$90.7K -2,498 -4%
Jane Street
182
Jane Street
New York
$2.17M -$2.79M -76,898 -56%
CCM
183
Coldstream Capital Management
Washington
$2.16M +$72K +1,982 +3%
BBA
184
BLB&B Advisors
Pennsylvania
$2.16M -$260K -7,148 -11%
VOYA Investment Management
185
VOYA Investment Management
Georgia
$2.16M +$967K +26,611 +81%
RCM
186
Radnor Capital Management
Pennsylvania
$2.16M -$283K -7,801 -12%
RAM
187
RWC Asset Management
United Kingdom
$2.12M +$2.12M +58,349 New
Janus Henderson Group
188
Janus Henderson Group
United Kingdom
$2.11M +$409K +11,253 +24%
EI
189
Ethic Inc
New York
$2.11M -$8.32K -229 -0.4%
GC
190
Guggenheim Capital
Illinois
$2.09M -$72.7K -2,002 -3%
Robeco Institutional Asset Management
191
Robeco Institutional Asset Management
Netherlands
$2.05M +$130K +3,569 +7%
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$2.04M +$10.5K +290 +0.5%
WSFS
193
Wilmington Savings Fund Society
Delaware
$2.02M +$25.4K +698 +1%
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$1.96M -$56.7K -1,561 -3%
PF
195
Phoenix Financial
Israel
$1.89M -$216K -5,952 -10%
RC
196
Resolution Capital
Australia
$1.87M +$1.87M +51,557 New
OPERF
197
Oregon Public Employees Retirement Fund
Oregon
$1.87M +$14.5K +400 +0.8%
Victory Capital Management
198
Victory Capital Management
Texas
$1.83M -$28K -771 -2%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$1.82M +$54.1K +1,490 +3%
BCIM
200
British Columbia Investment Management
British Columbia, Canada
$1.81M +$233K +6,428 +15%
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