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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 %
CYG
276
Clean Yield Group
Vermont
$719K 15,726 – –
GEA
277
Glen Eagle Advisors
New Jersey
$718K 15,710 +735 +5%
PHK
278
Point72 Hong Kong
Hong Kong
$712K 15,586 +15,586 New
Aviva
279
Aviva
United Kingdom
$708K 15,493 +15,493 New
KFI
280
Key Financial Inc
Pennsylvania
$703K 14,319 -122 -0.8%
Aberdeen Group
281
Aberdeen Group
United Kingdom
$702K 15,369 -3,806 -20%
ASN
282
Advisory Services Network
Georgia
$700K 15,317 +198 +1%
HF
283
HRT Financial
New York
$698K 15,282 -15,443 -50%
WTC
284
WhitTier Trust Company
Nevada
$686K 14,995 – –
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$677K 14,835 +3,342 +29%
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$671K 14,712 -55,002 -79%
FBT
287
First Bankers Trust
Kentucky
$649K 14,193 -5,294 -27%
WF
288
Welch & Forbes
Massachusetts
$649K 14,187 – –
Tudor Investment Corp
289
Tudor Investment Corp
Connecticut
$640K 13,994 +13,994 New
IC
290
Inverness Counsel
New York
$630K 13,775 – –
BAMF
291
BI Asset Management Fondsmaeglerselskab
Denmark
$616K 13,476 – –
MC
292
Moors & Cabot
Massachusetts
$594K 13,002 +400 +3%
FPF
293
First Pacific Financial
Washington
$594K 13,005 +1,328 +11%
BAM
294
Belpointe Asset Management
Nevada
$591K 12,924 +12,924 New
BCV
295
Banque Cantonale Vaudoise
Switzerland
$579K 12,670 +6,700 +112%
SCM
296
Shelton Capital Management
Colorado
$575K 12,576 – –
IFWM
297
Institute for Wealth Management
Colorado
$573K 12,540 – –
GLA
298
Good Life Advisors
Pennsylvania
$562K 12,302 +510 +4%
TPW
299
Tiller Private Wealth
Pennsylvania
$542K 11,853 – –
Neuberger Berman Group
300
Neuberger Berman Group
New York
$538K 11,768 -577 -5%
10 11
12
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