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Essential Utilities
WTRG

Overview Fund Activity

617 hedge funds and large institutions have $7.89B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
8.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
180
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 %
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$1.81M +$233K +6,428 +15%
SCM
202
Shelton Capital Management
Colorado
$1.81M -$14.2K -392 -0.8%
WCBA
203
Weaver C. Barksdale & Associates
Tennessee
$1.8M -$44.8K -1,234 -2%
NMERB
204
New Mexico Educational Retirement Board
New Mexico
$1.77M – – –
GT
205
Glenmede Trust
Pennsylvania
$1.77M -$113K -3,108 -6%
WA
206
Waverly Advisors
Alabama
$1.7M +$80.6K +2,218 +5%
KF
207
Krilogy Financial
Missouri
$1.67M -$26.3K -723 -2%
SAM
208
Secure Asset Management
Michigan
$1.65M +$179K +4,920 +12%
Nomura Holdings
209
Nomura Holdings
Japan
$1.64M +$1.64M +45,283 New
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$1.63M -$43.5K -1,197 -3%
BA
211
Bridgewater Advisors
New York
$1.61M -$273 -8 -0%
X
212
Xponance
Pennsylvania
$1.54M +$118K +3,249 +8%
URS
213
Utah Retirement Systems
Utah
$1.51M – – –
VPIM
214
Vanguard Personalized Indexing Management
California
$1.5M -$63.5K -1,747 -4%
TAF
215
Tredje AP-fonden
Sweden
$1.48M – – –
M&T Bank
216
M&T Bank
New York
$1.47M -$434K -11,935 -23%
Corient Private Wealth
217
Corient Private Wealth
Florida
$1.46M -$91.1K -2,507 -6%
CHAM
218
Clear Harbor Asset Management
Connecticut
$1.41M -$68.1K -1,875 -5%
SPIA
219
Steward Partners Investment Advisory
New York
$1.4M +$12.9K +356 +0.9%
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$1.34M -$299K -8,223 -18%
KAS
221
Kestra Advisory Services
Texas
$1.33M -$122K -3,372 -8%
Cerity Partners
222
Cerity Partners
New York
$1.32M -$7.86K -215 -0.6%
GAM
223
Generali Asset Management
Italy
$1.29M +$1.29M +35,531 New
Osaic Holdings
224
Osaic Holdings
Arizona
$1.29M -$120K -3,392 -8%
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$1.29M -$24.2K -668 -2%
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