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Essential Utilities
WTRG

Overview Fund Activity

586 hedge funds and large institutions have $7.94B invested in Essential Utilities in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 62 closing their positions.

Holders
586
Holders Change
-9
Holders Change %
-1.51%
% of All Funds
10.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
190
Reduced
175
Closed
62
Calls
$4.16M
Puts
$3.12M
Net Calls
+$1.04M
Net Calls Change
-$1.43M

Top Buyers

1
Amundi
1
Amundi
France
$129M
2
State Street
2
State Street
Massachusetts
$541M
3
NIPH
3
NN Investment Partners Holdings
Netherlands
$15.9M
4
Canada Life
4
Canada Life
Manitoba, Canada
$28.5M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$199M

Top Sellers

1
CVA
1
Ceredex Value Advisors
Florida
$16M
2
Norges Bank
2
Norges Bank
Norway
$173M
3
RT
3
Rockland Trust
Massachusetts
$1.18M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
ZP
5
Zimmer Partners
New York
$9.92M
Name Market Value Shares Shares
Change 		Shares
Change %
FANJ
226
Financial Architects (New Jersey)
New Jersey
$1.13M 24,613 -24 -0.1%
Man Group
227
Man Group
United Kingdom
$1.12M 24,398 +1,187 +5%
NAM
228
Nissay Asset Management
Japan
$1.11M 24,251 +136 +0.6%
FBFS
229
First Business Financial Services
Wisconsin
$1.1M 24,075 +3,393 +16%
MCM
230
Manchester Capital Management
Vermont
$1.09M 23,817 – –
RIL
231
Rothschild Investment LLC
Illinois
$1.08M 23,705 – –
TFA
232
Toth Financial Advisory
Virginia
$1.08M 23,657 +1,420 +6%
PP
233
Prudential plc
United Kingdom
$1.04M 22,802 – –
ST
234
Spinnaker Trust
Maine
$1.04M 22,754 +22,754 New
WT
235
Whittier Trust
California
$1.03M 22,508 – –
LOIM
236
Liberty One Investment Management
Illinois
$1.02M 22,357 +1,220 +6%
FT
237
Fiduciary Trust
Massachusetts
$1.01M 22,079 +925 +4%
SAM
238
Shell Asset Management
Netherlands
$1.01M 22,038 -16,717 -43%
TCM
239
Teza Capital Management
Illinois
$1M 21,932 +21,932 New
CAM
240
Cozad Asset Management
Illinois
$1M 21,895 -419 -2%
ISL
241
Ingalls & Snyder LLC
New York
$990K 21,656 – –
M
242
Mirova
France
$986K 21,594 +740 +4%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$973K 21,281 +5,072 +31%
BWP
244
Bernardo Wealth Planning
Pennsylvania
$965K 21,116 -2,047 -9%
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$952K 20,831 +239 +1%
PIM
246
Penobscot Investment Management
Massachusetts
$943K 20,645 -450 -2%
MHI
247
Miller Howard Investments
New York
$942K 20,622 +214 +1%
SAM
248
Securian Asset Management
Minnesota
$939K 20,544 -513 -2%
BBVA
249
Banco Bilbao Vizcaya Argentaria
Spain
$935K 20,457 – –
SPIA
250
Steward Partners Investment Advisory
New York
$927K 20,287 -2,546 -11%
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10
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