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Essential Utilities
WTRG

600 hedge funds and large institutions have $8.01B invested in Essential Utilities in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 216 increasing their positions, 216 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

1% more funds holding

Funds holding: 593 → 600 (+7)

1% more capital invested

Capital invested by funds: $7.9B → $8.01B (+$103M)

0.4% more ownership

Funds ownership: 78.06% → 78.45% (+0.4%)

0% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 216

25% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $3.71M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
600
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
8.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
216
Reduced
216
Closed
46
Calls
$2.77M
Puts
$3.71M
Net Calls
-$941K
Net Calls Change
+$1.43M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$59.8M
2
First Trust Advisors
First Trust Advisors
Illinois
+$53.1M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$29.2M
4
BTW
Boston Trust Walden
Massachusetts
+$26.1M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$18.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.2M
2
Millennium Management
Millennium Management
New York
-$34.1M
3
Amundi
Amundi
France
-$22.3M
4
State Street
State Street
Massachusetts
-$19.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.15B -$7.51M -202,411 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B -$3.28M -88,480 -0.3%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$809M – – –
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$536M +$18.3M +493,733 +4%
State Street
5
State Street
Massachusetts
$477M -$19.9M -537,144 -4%
Amundi
6
Amundi
France
$278M -$22.3M -600,308 -7%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$189M +$59.8M +1,611,191 +47%
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$181M -$4.77M -128,632 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$157M +$3.52M +94,910 +2%
Invesco
10
Invesco
Georgia
$157M +$3.86M +104,059 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$125M -$40.2M -1,083,724 -24%
Legal & General Group
12
Legal & General Group
United Kingdom
$122M -$1.62M -43,689 -1%
Morgan Stanley
13
Morgan Stanley
New York
$118M -$2.13M -57,431 -2%
First Trust Advisors
14
First Trust Advisors
Illinois
$118M +$53.1M +1,430,888 +82%
Northern Trust
15
Northern Trust
Illinois
$117M +$5.56M +149,897 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$103M +$364K +9,822 +0.4%
DPIM
17
Duff & Phelps Investment Management
Illinois
$90.7M -$14M -378,416 -13%
Norges Bank
18
Norges Bank
Norway
$79.3M +$2.04M +55,011 +3%
TIA
19
Tandem Investment Advisors
South Carolina
$75.6M +$503K +13,557 +0.7%
UBS AM
20
UBS AM
Illinois
$75M +$12.7M +341,375 +20%
Macquarie Group
21
Macquarie Group
Australia
$65.5M +$883K +23,790 +1%
Charles Schwab
22
Charles Schwab
California
$64.3M +$6.05M +163,089 +10%
Empower Advisory Group
23
Empower Advisory Group
Colorado
$56M +$1.52M +40,900 +3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$56M +$8.71M +234,857 +19%
AAMU
25
AEGON Asset Management (UK)
United Kingdom
$45.6M -$5.91M -159,288 -12%
1
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WTRG Hedge Fund Activity: Q2 2024 in Review

600 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2024, worth a combined $8.01B — up 1.3% from $7.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WTRG positions and 46 closed out — a net gain of 17 holders — while 216 added to existing stakes and 216 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $59.8M. The largest seller was Fidelity Investments, cutting an estimated $40.2M.

  • 600 institutional investors held Essential Utilities (WTRG) as of Q2 2024, up from 593 in Q1 2024.
  • Funds reported $8.01B of Essential Utilities stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 63 funds opened new Essential Utilities positions in Q2 2024 and 46 closed out, a net change of +17 holders.
  • The largest Essential Utilities buyer in Q2 2024 was Nordea Investment Management, an estimated $59.8M added.
  • The largest Essential Utilities seller in Q2 2024 was Fidelity Investments, an estimated $40.2M sold.

Based on aggregated 13F filings for Q2 2024.