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Essential Utilities
WTRG

Overview Fund Activity

621 hedge funds and large institutions have $7.96B invested in Essential Utilities in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 232 increasing their positions, 199 reducing their positions, and 45 closing their positions.

Holders
621
Holders Change
+24
Holders Change %
+4.02%
% of All Funds
8.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
232
Reduced
199
Closed
45
Calls
$3.39M
Puts
$3.62M
Net Calls
-$235K
Net Calls Change
+$706K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$48M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.3M
3
BTW
3
Boston Trust Walden
Massachusetts
$75.7M
4
Macquarie Group
4
Macquarie Group
Australia
$101M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$30.8M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$32M
2
Norges Bank
2
Norges Bank
Norway
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$1.67M
4
Invesco
4
Invesco
Georgia
$133M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.2B 31,168,058 +340,133 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.07B 27,815,879 -5,562 -0%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$835M 21,661,095 – –
State Street
4
State Street
Massachusetts
$481M 12,466,249 -316,174 -2%
Amundi
5
Amundi
France
$301M 7,831,458 +350,621 +5%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$223M 5,839,048 +802,507 +16%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$198M 5,128,543 +273,420 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$166M 4,305,976 +82,456 +2%
Invesco
9
Invesco
Georgia
$133M 3,453,866 -750,750 -18%
Morgan Stanley
10
Morgan Stanley
New York
$126M 3,264,993 +92,461 +3%
First Trust Advisors
11
First Trust Advisors
Illinois
$125M 3,246,030 +74,774 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$125M 3,233,534 -36,243 -1%
Northern Trust
13
Northern Trust
Illinois
$105M 2,730,064 -396,519 -13%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$103M 2,677,789 -664,884 -20%
Macquarie Group
15
Macquarie Group
Australia
$101M 2,614,135 +860,834 +49%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$98.6M 2,555,304 -198,795 -7%
DPIM
17
Duff & Phelps Investment Management
Illinois
$97.6M 2,531,297 +100,990 +4%
UBS AM
18
UBS AM
Illinois
$83.1M 2,154,215 +145,767 +7%
TIA
19
Tandem Investment Advisors
South Carolina
$78.5M 2,034,497 +10,560 +0.5%
BTW
20
Boston Trust Walden
Massachusetts
$75.7M 1,962,692 +1,059,320 +117%
Fidelity International
21
Fidelity International
Bermuda
$75.6M 1,960,747 +794,747 +68%
Charles Schwab
22
Charles Schwab
California
$72.2M 1,871,932 +149,162 +9%
Empower Advisory Group
23
Empower Advisory Group
Colorado
$61.2M 1,585,475 +84,596 +6%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$60.7M 1,573,992 +73,842 +5%
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.3M 1,433,096 +1,159,293 +423%
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