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Essential Utilities
WTRG

Overview Fund Activity

597 hedge funds and large institutions have $8B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 215 increasing their positions, 215 reducing their positions, and 45 closing their positions.

Holders
597
Holders Change
+7
Holders Change %
+1.19%
% of All Funds
8.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
62
Increased
215
Reduced
215
Closed
45
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$189M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$118M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$30.9M
4
BTW
4
Boston Trust Walden
Massachusetts
$33.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$536M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M
2
Millennium Management
2
Millennium Management
New York
$0
3
Amundi
3
Amundi
France
$278M
4
State Street
4
State Street
Massachusetts
$477M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.15B 30,827,925 -202,411 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B 27,821,441 -88,480 -0.3%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$809M 21,661,095 – –
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$536M 14,345,260 +493,733 +4%
State Street
5
State Street
Massachusetts
$477M 12,782,423 -537,144 -4%
Amundi
6
Amundi
France
$278M 7,480,837 -600,308 -7%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$189M 5,036,541 +1,611,191 +47%
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$181M 4,855,123 -128,632 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$157M 4,223,520 +94,910 +2%
Invesco
10
Invesco
Georgia
$157M 4,204,616 +104,059 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$125M 3,342,673 -1,083,724 -24%
Legal & General Group
12
Legal & General Group
United Kingdom
$122M 3,269,777 -43,689 -1%
Morgan Stanley
13
Morgan Stanley
New York
$118M 3,172,532 -57,431 -2%
First Trust Advisors
14
First Trust Advisors
Illinois
$118M 3,171,256 +1,430,888 +82%
Northern Trust
15
Northern Trust
Illinois
$117M 3,126,583 +149,897 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$103M 2,754,099 +9,822 +0.4%
DPIM
17
Duff & Phelps Investment Management
Illinois
$90.7M 2,430,307 -378,416 -13%
Norges Bank
18
Norges Bank
Norway
$79.3M 2,123,405 +55,011 +3%
TIA
19
Tandem Investment Advisors
South Carolina
$75.6M 2,023,937 +13,557 +0.7%
UBS AM
20
UBS AM
Illinois
$75M 2,008,448 +341,375 +20%
Macquarie Group
21
Macquarie Group
Australia
$65.5M 1,753,301 +23,790 +1%
Charles Schwab
22
Charles Schwab
California
$64.3M 1,722,770 +163,089 +10%
Empower Advisory Group
23
Empower Advisory Group
Colorado
$56M 1,500,879 +40,900 +3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$56M 1,500,150 +234,857 +19%
AAMU
25
AEGON Asset Management (UK)
United Kingdom
$45.6M 1,221,779 -159,288 -12%
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