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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 %
KCM
176
Kennedy Capital Management
Missouri
$2.77M -$138K -3,480 -5%
RB
177
Rodgers Brothers
Pennsylvania
$2.76M -$87K -2,200 -3%
AIC
178
Aurora Investment Counsel
Georgia
$2.74M +$2.74M +69,414 New
AIP
179
Ameritas Investment Partners
Nebraska
$2.73M -$867K -21,928 -24%
CM
180
CoreCommodity Management
Connecticut
$2.72M +$2.72M +68,883 New
Marshall Wace
181
Marshall Wace
United Kingdom
$2.7M +$2.7M +68,342 New
SOMRS
182
State of Michigan Retirement System
Michigan
$2.68M +$23.7K +600 +0.9%
VOYA Investment Management
183
VOYA Investment Management
Georgia
$2.68M +$325K +8,234 +14%
Connor, Clark & Lunn Investment Management (CC&L)
184
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.66M +$2.66M +67,219 New
CCIA
185
Campbell & Co Investment Adviser
Maryland
$2.57M +$2.57M +64,955 New
LA
186
LBP AM
France
$2.54M – – –
TAM
187
Trillium Asset Management
Massachusetts
$2.52M -$39K -987 -2%
ETC
188
Exchange Traded Concepts
Oklahoma
$2.51M -$91.1K -2,305 -4%
AWCI
189
Alpine Woods Capital Investors
New York
$2.5M +$49.8K +1,261 +2%
AIM
190
Arcadia Investment Management
Michigan
$2.5M +$18K +455 +0.7%
DnB Asset Management
191
DnB Asset Management
Norway
$2.48M -$106K -2,686 -4%
EI
192
Ethic Inc
New York
$2.44M +$142K +3,602 +6%
FNC
193
First National Corp
Massachusetts
$2.42M +$1.27M +32,237 +112%
SI
194
Stephens Inc
Arkansas
$2.41M +$1.15K +29 +0%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$2.37M -$146K -3,684 -6%
RAM
196
RWC Asset Management
United Kingdom
$2.31M – – –
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$2.26M +$276K +6,970 +14%
BBA
198
BLB&B Advisors
Pennsylvania
$2.25M -$110K -2,776 -5%
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$2.22M +$949 +24 +0%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$2.2M +$875K +22,147 +66%
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