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Essential Utilities
WTRG

Overview Fund Activity

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+1
Holders Change %
+0.17%
% 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
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M

Top Buyers

1
BlackRock
BlackRock
New York
$1.11B
2
NI
Nuance Investments
Missouri
$129M
3
Invesco
Invesco
Georgia
$133M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$121M
5
Millennium Management
Millennium Management
New York
$26.4M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$203M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$62.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$40M
5
Morgan Stanley
Morgan Stanley
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
226
Financial Architects (New Jersey)
New Jersey
$1.1M +$10.1K +225 +0.9%
NAM
227
Nissay Asset Management
Japan
$1.08M -$29.4K -656 -3%
CWM
228
CIBC World Markets
New York
$1.07M +$1.07M +23,978 New
MCM
229
Manchester Capital Management
Vermont
$1.07M -$700K -15,650 -40%
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$1.07M -$50.3K -1,125 -5%
US Bancorp
231
US Bancorp
Minnesota
$1.06M -$31.9K -712 -3%
RIL
232
Rothschild Investment LLC
Illinois
$1.06M +$131K +2,935 +14%
X
233
Xponance
Pennsylvania
$1.05M -$3.09K -69 -0.3%
E
234
Ergoteles
New York
$1.04M +$1.04M +23,240 New
Man Group
235
Man Group
United Kingdom
$1.04M -$3.5M -78,257 -77%
BWP
236
Bernardo Wealth Planning
Pennsylvania
$1.04M -$117K -2,626 -10%
SSA
237
Schonfeld Strategic Advisors
New York
$1.03M -$2.95M -65,953 -74%
SPIA
238
Steward Partners Investment Advisory
New York
$1.02M +$133K +2,968 +15%
PP
239
Prudential plc
United Kingdom
$1.02M – – –
Holocene Advisors
240
Holocene Advisors
New York
$1.01M +$298K +6,653 +42%
WT
241
Whittier Trust
California
$1.01M – – –
Janus Henderson Group
242
Janus Henderson Group
United Kingdom
$1M -$175K -3,900 -15%
CAM
243
Cozad Asset Management
Illinois
$999K +$797K +17,800 +394%
TFA
244
Toth Financial Advisory
Virginia
$995K +$31.5K +705 +3%
PP
245
Paloma Partners
Connecticut
$988K +$988K +22,085 New
AWA
246
Arkadios Wealth Advisors
Georgia
$977K +$2.6K +58 +0.3%
ISL
247
Ingalls & Snyder LLC
New York
$969K – – –
AI
248
Atom Investors
Texas
$953K -$82.1K -1,835 -8%
FT
249
Fiduciary Trust
Massachusetts
$947K -$151K -3,380 -14%
LOIM
250
Liberty One Investment Management
Illinois
$946K +$35.3K +789 +4%
8 9
10
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