WTRG icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CWP
276
Capital Wealth Planning
Florida
$771K +$771K +16,742 New
EMPI
277
Elo Mutual Pension Insurance
Finland
$762K – – –
OBGC
278
O'Brien Greene & Co
Pennsylvania
$747K – – –
PTC
279
Philadelphia Trust Company
Pennsylvania
$744K – – –
EVM
280
Eaton Vance Management
Massachusetts
$728K +$67.1K +1,618 +10%
CYG
281
Clean Yield Group
Vermont
$725K – – –
ASN
282
Advisory Services Network
Georgia
$714K +$7.97K +173 +1%
UCFA
283
United Capital Financial Advisors
Texas
$696K -$39.3K -853 -5%
KAS
284
Kestra Advisory Services
Texas
$696K +$248K +5,387 +55%
MSS
285
Mitchell Sinkler & Starr
Pennsylvania
$693K -$72.8K -1,579 -10%
WTC
286
WhitTier Trust Company
Nevada
$691K – – –
GLA
287
Good Life Advisors
Pennsylvania
$685K +$118K +2,565 +21%
Marshall Wace
288
Marshall Wace
United Kingdom
$675K +$675K +14,651 New
SMDAM
289
Sumitomo Mitsui DS Asset Management
Japan
$672K -$10.8K -234 -2%
KFI
290
Key Financial Inc
Pennsylvania
$660K – – –
BAM
291
Belpointe Asset Management
Nevada
$660K +$64.8K +1,406 +11%
D.E. Shaw & Co
292
D.E. Shaw & Co
New York
$660K +$660K +14,326 New
WF
293
Welch & Forbes
Massachusetts
$654K – – –
MCM
294
Manchester Capital Management
Vermont
$637K -$460K -9,984 -42%
OC
295
Oppenheimer & Co
New York
$632K +$314K +6,821 +99%
FPF
296
First Pacific Financial
Washington
$625K +$25.6K +555 +4%
IC
297
Inverness Counsel
New York
$621K -$13.8K -300 -2%
MC
298
Moors & Cabot
Massachusetts
$616K +$17.3K +375 +3%
Mirae Asset Global Investments
299
Mirae Asset Global Investments
South Korea
$615K +$336K +7,300 +120%
FBT
300
First Bankers Trust
Kentucky
$611K -$42.7K -927 -7%
10 11
12
13 14