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Essential Utilities
WTRG

597 hedge funds and large institutions have $7.76B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 207 increasing their positions, 186 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $5.66M | Put options by funds: $3.18M

11% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 186

9% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 54

0% more funds holding

Funds holding: 597 → 597 (0)

0.7% less ownership

Funds ownership: 71.46% → 70.76% (-0.7%)

10% less capital invested

Capital invested by funds: $8.59B → $7.76B (-$830M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
597
Holders Change
–
Holders Change %
0%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
207
Reduced
186
Closed
54
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$56.7M
2
NI
Nuance Investments
Missouri
+$39M
3
Invesco
Invesco
Georgia
+$29.7M
4
Millennium Management
Millennium Management
New York
+$26.7M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$26M

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$113M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$76.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$49.8M
4
First Trust Advisors
First Trust Advisors
Illinois
-$39.6M
5
Morgan Stanley
Morgan Stanley
New York
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
II
226
IFM Investors
Australia
$1.1M +$62.3K +1,379 +6%
FANJ
227
Financial Architects (New Jersey)
New Jersey
$1.1M +$10.2K +225 +0.9%
NAM
228
Nissay Asset Management
Japan
$1.08M -$29.6K -656 -3%
CWM
229
CIBC World Markets
New York
$1.07M +$1.08M +23,978 New
MCM
230
Manchester Capital Management
Vermont
$1.07M -$707K -15,650 -40%
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$1.06M -$50.8K -1,125 -5%
US Bancorp
232
US Bancorp
Minnesota
$1.06M -$32.1K -712 -3%
RIL
233
Rothschild Investment LLC
Illinois
$1.06M +$133K +2,935 +14%
X
234
Xponance
Pennsylvania
$1.05M -$3.12K -69 -0.3%
E
235
Ergoteles
New York
$1.04M +$1.05M +23,240 New
Man Group
236
Man Group
United Kingdom
$1.04M -$3.53M -78,257 -77%
BWP
237
Bernardo Wealth Planning
Pennsylvania
$1.04M -$119K -2,626 -10%
SSA
238
Schonfeld Strategic Advisors
New York
$1.02M -$2.98M -65,953 -74%
SPIA
239
Steward Partners Investment Advisory
New York
$1.02M +$134K +2,968 +15%
PP
240
Prudential plc
United Kingdom
$1.02M – – –
Holocene Advisors
241
Holocene Advisors
New York
$1.01M +$300K +6,653 +42%
WT
242
Whittier Trust
California
$1.01M – – –
Janus Henderson Group
243
Janus Henderson Group
United Kingdom
$1M -$176K -3,900 -15%
CAM
244
Cozad Asset Management
Illinois
$999K +$804K +17,800 +394%
TFA
245
Toth Financial Advisory
Virginia
$995K +$31.8K +705 +3%
PP
246
Paloma Partners
Connecticut
$988K +$997K +22,085 New
AWA
247
Arkadios Wealth Advisors
Georgia
$977K +$2.62K +58 +0.3%
ISL
248
Ingalls & Snyder LLC
New York
$969K – – –
AI
249
Atom Investors
Texas
$953K -$82.9K -1,835 -8%
FT
250
Fiduciary Trust
Massachusetts
$947K -$153K -3,380 -14%
8 9
10
11 12

WTRG Hedge Fund Activity: Q1 2021 in Review

597 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2021, worth a combined $7.76B — down 9.7% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WTRG positions and 54 closed out — a net gain of 5 holders — while 207 added to existing stakes and 186 trimmed.

The largest buyer was BlackRock, adding an estimated $56.7M. The largest seller was Pictet Asset Management (UK), cutting an estimated $113M.

  • 597 institutional investors held Essential Utilities (WTRG) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $7.76B of Essential Utilities stock for Q1 2021, down 9.7% quarter-over-quarter.
  • 59 funds opened new Essential Utilities positions in Q1 2021 and 54 closed out, a net change of +5 holders.
  • The largest Essential Utilities buyer in Q1 2021 was BlackRock, an estimated $56.7M added.
  • The largest Essential Utilities seller in Q1 2021 was Pictet Asset Management (UK), an estimated $113M sold.

Based on aggregated 13F filings for Q1 2021.