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Essential Utilities
WTRG

Overview Fund Activity

616 hedge funds and large institutions have $7.88B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 179 increasing their positions, 253 reducing their positions, and 65 closing their positions.

Holders
616
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
8.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
179
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$103M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
BlackRock
3
BlackRock
New York
$1.2B
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$244M
5
Cohen & Steers
5
Cohen & Steers
New York
$52.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$511K
2
PFA
2
Pathway Financial Advisers
Indiana
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.9M
4
Amundi
4
Amundi
France
$245M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$9.37M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.2B 32,999,066 +1,831,008 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B 30,061,135 +2,245,256 +8%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$787M 21,661,095 – –
State Street
4
State Street
Massachusetts
$473M 13,022,430 +556,181 +4%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$247M 6,811,851 +972,803 +17%
Amundi
6
Amundi
France
$245M 6,802,951 -1,028,507 -13%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$244M 6,726,215 +1,597,672 +31%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$157M 4,317,312 +11,336 +0.3%
Invesco
9
Invesco
Georgia
$134M 3,690,116 +236,250 +7%
Northern Trust
10
Northern Trust
Illinois
$121M 3,331,090 +601,026 +22%
Morgan Stanley
11
Morgan Stanley
New York
$118M 3,256,486 -8,507 -0.3%
First Trust Advisors
12
First Trust Advisors
Illinois
$118M 3,241,389 -4,641 -0.1%
Legal & General Group
13
Legal & General Group
United Kingdom
$117M 3,215,695 -17,839 -0.6%
Norges Bank
14
Norges Bank
Norway
$103M 2,824,903 +2,824,903 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$99.2M 2,731,011 +175,707 +7%
Macquarie Group
16
Macquarie Group
Australia
$90.3M 2,486,280 -127,855 -5%
DPIM
17
Duff & Phelps Investment Management
Illinois
$87.6M 2,410,529 -120,768 -5%
UBS AM
18
UBS AM
Illinois
$85.2M 2,346,671 +192,456 +9%
BTW
19
Boston Trust Walden
Massachusetts
$77.2M 2,126,907 +164,215 +8%
Charles Schwab
20
Charles Schwab
California
$75.3M 2,071,868 +199,936 +11%
CIMLRA
21
CBRE Investment Management Listed Real Assets
Pennsylvania
$74.2M 2,043,011 +609,915 +43%
TIA
22
Tandem Investment Advisors
South Carolina
$73.6M 2,026,707 -7,790 -0.4%
Allianz Asset Management
23
Allianz Asset Management
Germany
$70.3M 1,935,818 +656,136 +51%
Fidelity International
24
Fidelity International
Bermuda
$68.6M 1,888,737 -72,010 -4%
Empower Advisory Group
25
Empower Advisory Group
Colorado
$60.3M 1,660,038 +74,563 +5%
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