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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 %
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$1.88M – – –
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$1.88M -$579 -15 -0%
BHCM
203
Brevan Howard Capital Management
Jersey
$1.83M +$1.83M +47,378 New
Mariner
204
Mariner
Kansas
$1.83M +$83.2K +2,157 +5%
BA
205
Bridgewater Advisors
New York
$1.82M -$424 -11 -0%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$1.82M +$180K +4,666 +11%
Janus Henderson Group
207
Janus Henderson Group
United Kingdom
$1.8M +$245K +6,344 +16%
KF
208
Krilogy Financial
Missouri
$1.8M +$240K +6,212 +15%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$1.77M -$216K -5,592 -11%
Pacer Advisors
210
Pacer Advisors
Pennsylvania
$1.74M -$52.7K -1,367 -3%
FPFS
211
First Personal Financial Services
North Carolina
$1.73M -$4.4K -114 -0.3%
WA
212
Waverly Advisors
Alabama
$1.72M +$336K +8,705 +24%
APG Asset Management
213
APG Asset Management
Netherlands
$1.67M -$33.8M -979,423 -95%
BCIM
214
British Columbia Investment Management
British Columbia, Canada
$1.67M -$247K -6,414 -13%
CFB
215
Cullen/Frost Bankers
Texas
$1.67M -$184K -4,773 -10%
VPIM
216
Vanguard Personalized Indexing Management
California
$1.66M +$86.9K +2,254 +6%
Corient Private Wealth
217
Corient Private Wealth
Florida
$1.65M -$131K -3,408 -7%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$1.65M -$154K -3,868 -9%
URS
219
Utah Retirement Systems
Utah
$1.61M – – –
TAF
220
Tredje AP-fonden
Sweden
$1.57M – – –
CHAM
221
Clear Harbor Asset Management
Connecticut
$1.57M -$32.4K -840 -2%
SAM
222
Secure Asset Management
Michigan
$1.56M +$83.2K +2,157 +6%
KAS
223
Kestra Advisory Services
Texas
$1.54M -$62K -1,607 -4%
Osaic Holdings
224
Osaic Holdings
Arizona
$1.54M -$156K -4,040 -9%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$1.53M -$52.4K -1,359 -3%
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