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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 %
Baird Financial Group
201
Baird Financial Group
Wisconsin
$1.59M -$61.7K -1,665 -4%
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$1.59M -$267K -7,204 -14%
KAS
203
Kestra Advisory Services
Texas
$1.59M +$292K +7,878 +23%
JFG
204
Jefferies Financial Group
New York
$1.58M +$1.58M +42,525 New
URS
205
Utah Retirement Systems
Utah
$1.57M +$14.8K +400 +1%
X
206
Xponance
Pennsylvania
$1.57M +$460K +12,407 +41%
Allianz Asset Management
207
Allianz Asset Management
Germany
$1.55M -$8.61M -232,471 -85%
TAF
208
Tredje AP-fonden
Sweden
$1.54M +$62K +1,674 +4%
CHAM
209
Clear Harbor Asset Management
Connecticut
$1.52M -$1.3M -35,200 -46%
Citigroup
210
Citigroup
New York
$1.51M -$689K -18,605 -31%
DPAM
211
Degroof Petercam Asset Management
Belgium
$1.48M – – –
VPIM
212
Vanguard Personalized Indexing Management
California
$1.48M -$274K -7,386 -16%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$1.42M +$581K +15,686 +69%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$1.41M -$260K -7,016 -16%
Mariner
215
Mariner
Kansas
$1.38M -$256K -6,897 -16%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$1.38M +$1.03M +27,698 +290%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$1.37M +$145K +3,919 +12%
SAM
218
Secure Asset Management
Michigan
$1.37M +$76.5K +2,065 +6%
TA
219
TFG Advisers
Michigan
$1.35M -$142K -3,845 -10%
TFA
220
Toth Financial Advisory
Virginia
$1.32M +$516K +13,928 +65%
UIM
221
USS Investment Management
United Kingdom
$1.29M – – –
KBC Group
222
KBC Group
Belgium
$1.26M -$8.85M -238,827 -88%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$1.24M -$86.6K -2,330 -7%
AC
224
Addison Capital
Pennsylvania
$1.23M +$83.6K +2,257 +7%
MWM
225
Modera Wealth Management
New Jersey
$1.2M -$1.07K -29 -0.1%
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