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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.

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
1
T. Rowe Price Investment Management
Maryland
$513M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$126M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M
4
EIP
4
Epoch Investment Partners
New York
$46.3M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$46.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
Amundi
3
Amundi
France
$296M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.15B 31,030,336 +25,042 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03B 27,909,921 -82,159 -0.3%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$803M 21,661,095 – –
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$513M 13,851,527 +9,730,809 +236%
State Street
5
State Street
Massachusetts
$493M 13,319,567 -165,027 -1%
Amundi
6
Amundi
France
$296M 8,081,145 -1,470,166 -15%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$185M 4,983,755 -753,740 -13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$164M 4,426,397 +2,490,408 +129%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$153M 4,128,610 +204,595 +5%
Invesco
10
Invesco
Georgia
$152M 4,100,557 +316,899 +8%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$126M 3,425,350 +3,405,947 +17,554%
Legal & General Group
12
Legal & General Group
United Kingdom
$123M 3,313,466 +203,865 +7%
Morgan Stanley
13
Morgan Stanley
New York
$120M 3,229,963 -4,179,949 -56%
Northern Trust
14
Northern Trust
Illinois
$110M 2,976,686 -361,049 -11%
DPIM
15
Duff & Phelps Investment Management
Illinois
$104M 2,808,723 -260,654 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$102M 2,744,277 -33,218 -1%
Norges Bank
17
Norges Bank
Norway
$76.6M 2,068,394 -536,366 -21%
TIA
18
Tandem Investment Advisors
South Carolina
$74.5M 2,010,380 +144,030 +8%
First Trust Advisors
19
First Trust Advisors
Illinois
$64.5M 1,740,368 +221,367 +15%
Macquarie Group
20
Macquarie Group
Australia
$64.1M 1,729,511 +32,508 +2%
UBS AM
21
UBS AM
Illinois
$61.8M 1,667,073 +51,692 +3%
Charles Schwab
22
Charles Schwab
California
$57.8M 1,559,681 -371,437 -19%
Empower Advisory Group
23
Empower Advisory Group
Colorado
$54.1M 1,459,979 +98,962 +7%
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$51.1M 1,381,067 -37,746 -3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$46.9M 1,265,293 -15,939 -1%
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