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Essential Utilities
WTRG

Overview Fund Activity

592 hedge funds and large institutions have $7.91B invested in Essential Utilities in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 182 reducing their positions, and 42 closing their positions.

Holders
592
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
10.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
54
Increased
194
Reduced
182
Closed
42
Calls
$5.27M
Puts
$2.82M
Net Calls
+$2.45M
Net Calls Change
+$1.41M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$255M
2
Citadel Advisors
2
Citadel Advisors
Florida
$50.8M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$31.5M
4
ZP
4
Zimmer Partners
New York
$33.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$84M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$6.01M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
NI
3
Nuance Investments
Missouri
$75.6M
4
KBC Group
4
KBC Group
Belgium
$46.3M
5
Fidelity International
5
Fidelity International
Bermuda
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FT
251
Fiduciary Trust
Massachusetts
$930K 20,186 -1,893 -9%
TBA
252
Tower Bridge Advisors
Pennsylvania
$926K 20,096 -116 -0.6%
SAM
253
Securian Asset Management
Minnesota
$924K 20,056 -488 -2%
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$920K 19,976 -260 -1%
AWM
255
AE Wealth Management
Kansas
$917K 19,901 +717 +4%
PP
256
Prudential plc
United Kingdom
$910K 19,755 -3,047 -13%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$883K 19,163 +8,385 +78%
PIM
258
Penobscot Investment Management
Massachusetts
$882K 19,145 -1,500 -7%
CAG
259
Csenge Advisory Group
Florida
$868K 18,760 +11,775 +169%
GEA
260
Glen Eagle Advisors
New Jersey
$861K 18,675 +2,965 +19%
RT
261
Rockland Trust
Massachusetts
$852K 18,480 -7,333 -28%
PA
262
Profund Advisors
Maryland
$845K 18,329 -1,936 -10%
PFO
263
Pathstone Family Office
New Jersey
$840K 18,235 +7,472 +69%
Verition Fund Management
264
Verition Fund Management
Connecticut
$836K 18,142 +7,069 +64%
JG
265
Jefferies Group
New York
$829K 18,000 +18,000 New
ST
266
Smithfield Trust
Pennsylvania
$826K 17,901 – –
THWM
267
Taylor Hoffman Wealth Management
Virginia
$825K 17,845 -100 -0.6%
CGH
268
Crossmark Global Holdings
Texas
$812K 17,613 +10 +0.1%
WBC
269
Westpac Banking Corp
Australia
$811K 17,600 – –
CAM
270
Costello Asset Management
Pennsylvania
$807K 17,516 +200 +1%
LIM
271
Loudon Investment Management
New Hampshire
$805K 17,463 -589 -3%
MSRPS
272
Maryland State Retirement & Pension System
Maryland
$801K 17,068 – –
QC
273
Quadrature Capital
United Kingdom
$801K 17,384 +17,384 New
KCM
274
Kennedy Capital Management
Missouri
$798K 17,311 -295 -2%
CFN
275
Cordasco Financial Network
Florida
$787K 17,071 – –
9 10
11
12 13