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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 %
BA
201
Bridgewater Advisors
New York
$2.19M +$263K +6,462 +14%
WSFS
202
Wilmington Savings Fund Society
Delaware
$2.12M -$73.7K -1,865 -3%
Mariner
203
Mariner
Kansas
$2.11M -$345K -8,733 -14%
SAM
204
Secure Asset Management
Michigan
$2.07M +$282K +7,130 +16%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$2.03M – – –
WA
206
Waverly Advisors
Alabama
$2.02M +$173K +4,373 +9%
BCIM
207
British Columbia Investment Management
British Columbia, Canada
$1.97M +$4.03K +102 +0.2%
SCM
208
Shelton Capital Management
Colorado
$1.96M -$7.67K -194 -0.4%
Victory Capital Management
209
Victory Capital Management
Texas
$1.96M -$32.8K -829 -2%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$1.93M – – –
WCBA
211
Weaver C. Barksdale & Associates
Tennessee
$1.91M -$45.4K -1,148 -2%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$1.89M +$117K +2,965 +7%
PI
213
PineBridge Investments
New York
$1.87M -$2.06M -52,110 -52%
Toronto Dominion Bank
214
Toronto Dominion Bank
Ontario, Canada
$1.81M -$320K -8,100 -15%
Robeco Institutional Asset Management
215
Robeco Institutional Asset Management
Netherlands
$1.77M -$461K -11,663 -21%
XT
216
XTX Topco
Cayman Islands
$1.74M +$1.15M +29,139 +197%
Millennium Management
217
Millennium Management
New York
$1.72M +$1.16M +29,404 +209%
X
218
Xponance
Pennsylvania
$1.68M +$2.89K +73 +0.2%
URS
219
Utah Retirement Systems
Utah
$1.65M – – –
Korea Investment Corp
220
Korea Investment Corp
South Korea
$1.64M -$1.8M -45,600 -52%
VPIM
221
Vanguard Personalized Indexing Management
California
$1.62M -$5.65K -143 -0.3%
RCM
222
Radnor Capital Management
Pennsylvania
$1.62M -$725K -18,332 -31%
Corient Private Wealth
223
Corient Private Wealth
Florida
$1.61M +$22.4K +566 +1%
TI
224
Trexquant Investment
Connecticut
$1.61M +$1.61M +40,631 New
SSA
225
Schonfeld Strategic Advisors
New York
$1.59M +$1.59M +40,211 New
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