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Essential Utilities
WTRG

Overview Fund Activity

671 hedge funds and large institutions have $8.7B invested in Essential Utilities in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 241 increasing their positions, 201 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+54
Holders Change %
+8.75%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
113
Increased
241
Reduced
201
Closed
47
Calls
$10.8M
Puts
$5.48M
Net Calls
+$5.28M
Net Calls Change
+$6.6M

Top Buyers

1
MBA
Maple-Brown Abbott
Australia
+$94.3M
2
ACG
Aventail Capital Group
New York
+$37.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$22M

Top Sellers

1
Amundi
Amundi
France
-$52.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.4M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.2M
4
RBI
Raiffeisen Bank International
Austria
-$21M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.29B -$12.6M -318,095 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B -$13.7M -347,489 -1%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$856M – – –
State Street
4
State Street
Massachusetts
$520M +$4.89M +123,711 +0.9%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$292M +$22M +556,354 +8%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$258M -$7.65M -193,616 -3%
Amundi
7
Amundi
France
$219M -$52.3M -1,312,889 -19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$180M +$9.62M +243,901 +6%
First Trust Advisors
9
First Trust Advisors
Illinois
$164M +$36.2M +916,612 +28%
Invesco
10
Invesco
Georgia
$139M -$6.74M -170,568 -5%
Legal & General Group
11
Legal & General Group
United Kingdom
$133M +$5.41M +136,955 +4%
Morgan Stanley
12
Morgan Stanley
New York
$128M -$582K -14,715 -0.5%
Northern Trust
13
Northern Trust
Illinois
$127M -$4.46M -112,776 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$106M -$2.33M -59,004 -2%
BTW
15
Boston Trust Walden
Massachusetts
$97.9M +$13.8M +349,904 +16%
UBS AM
16
UBS AM
Illinois
$96.4M +$3.64M +92,112 +4%
Fidelity International
17
Fidelity International
Bermuda
$95.7M +$21.1M +533,448 +28%
DPIM
18
Duff & Phelps Investment Management
Illinois
$95.4M +$128K +3,235 +0.1%
MBA
19
Maple-Brown Abbott
Australia
$94.3M +$94.3M +2,384,087 New
Macquarie Group
20
Macquarie Group
Australia
$92.5M -$5.79M -146,582 -6%
CIMLRA
21
CBRE Investment Management Listed Real Assets
Pennsylvania
$85.7M +$4.89M +123,786 +6%
Charles Schwab
22
Charles Schwab
California
$83.2M +$1.26M +31,909 +2%
TIA
23
Tandem Investment Advisors
South Carolina
$80.8M +$725K +18,353 +0.9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$73.7M +$10.4M +262,604 +16%
Empower Advisory Group
25
Empower Advisory Group
Colorado
$66.6M +$995K +25,167 +2%
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