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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 %
PIM
251
Penobscot Investment Management
Massachusetts
$944K -$8.5K -190 -0.9%
SAM
252
Securian Asset Management
Minnesota
$942K -$4.47K -100 -0.5%
M
253
Mirova
France
$933K -$23.4M -523,165 -96%
PA
254
Profund Advisors
Maryland
$926K -$22.9K -512 -2%
FBFS
255
First Business Financial Services
Wisconsin
$926K +$926K +20,682 New
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$922K -$123K -2,758 -12%
BBVA
257
Banco Bilbao Vizcaya Argentaria
Spain
$915K – – –
MHI
258
Miller Howard Investments
New York
$913K -$1.68M -37,647 -65%
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$905K +$179 +4 +0%
TBA
260
Tower Bridge Advisors
Pennsylvania
$904K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
261
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$890K +$50.7K +1,132 +6%
CFO
262
Colony Family Offices
North Carolina
$873K +$873K +19,500 New
FBT
263
First Bankers Trust
Kentucky
$872K -$90.9K -2,032 -9%
Aberdeen Group
264
Aberdeen Group
United Kingdom
$859K -$98.6K -2,202 -10%
CAM
265
Costello Asset Management
Pennsylvania
$844K +$23.9K +535 +3%
CSS
266
Cubist Systematic Strategies
Connecticut
$839K -$463K -10,342 -36%
AWM
267
AE Wealth Management
Kansas
$827K +$59.6K +1,332 +8%
LIM
268
Loudon Investment Management
New Hampshire
$808K – – –
THWM
269
Taylor Hoffman Wealth Management
Virginia
$803K – – –
EVM
270
Eaton Vance Management
Massachusetts
$802K +$35.5K +793 +5%
ST
271
Smithfield Trust
Pennsylvania
$801K – – –
CGH
272
Crossmark Global Holdings
Texas
$794K +$2.24K +50 +0.3%
WBC
273
Westpac Banking Corp
Australia
$788K – – –
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$787K -$240K -5,359 -23%
CFN
275
Cordasco Financial Network
Florida
$764K -$142K -3,171 -16%
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