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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
State Street
1
State Street
Massachusetts
$541M
2
NIPH
2
NN Investment Partners Holdings
Netherlands
$15.9M
3
Canada Life
3
Canada Life
Manitoba, Canada
$28.5M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$199M
5
Invesco
5
Invesco
Georgia
$149M

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 %
VI
301
Vestcor Inc
New Brunswick, Canada
$537K 11,750 +3,034 +35%
LS
302
Livforsakringsbolaget Skandia
Sweden
$535K 11,700 +9,400 +409%
RP
303
Rowlandmiller & Partners
Georgia
$533K 11,665 +2,555 +28%
OQS
304
Occudo Quantitative Strategies
Florida
$528K 11,553 +3,086 +36%
SPC
305
Sigma Planning Corp
Michigan
$527K 11,532 -925 -7%
WorldQuant Millennium Advisors
306
WorldQuant Millennium Advisors
New York
$524K 11,469 +11,469 New
Verition Fund Management
307
Verition Fund Management
Connecticut
$506K 11,073 +11,073 New
Daiwa Securities Group
308
Daiwa Securities Group
Japan
$493K 10,778 +500 +5%
MAFM
309
Mid Atlantic Financial Management
Pennsylvania
$492K 10,771 +3 +0%
PFO
310
Pathstone Family Office
New Jersey
$492K 10,763 +1,827 +20%
NIMI
311
Natixis Investment Managers International
France
$491K 10,746 -1,239 -10%
Bank Julius Baer & Co
312
Bank Julius Baer & Co
Switzerland
$489K 10,700 – –
AWA
313
Aaron Wealth Advisors
Illinois
$487K 10,661 -115 -1%
Wellington Management Group
314
Wellington Management Group
Massachusetts
$483K 10,579 +10,579 New
KeyBank National Association
315
KeyBank National Association
Ohio
$482K 10,552 -93 -0.9%
HFA
316
Hoover Financial Advisors
Pennsylvania
$478K 10,453 – –
GVAG
317
Great Valley Advisor Group
Delaware
$472K 10,348 +400 +4%
CTC
318
Central Trust Company
Missouri
$471K 10,303 – –
ECM
319
EagleClaw Capital Management
Massachusetts
$468K 10,239 -200 -2%
MUAMU
320
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$457K 10,000 – –
FWIA
321
Fort Washington Investment Advisors
Ohio
$456K 9,969 -100 -1%
RJT
322
Raymond James Trust
Florida
$454K 9,934 +1,029 +12%
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$453K 9,921 +9,921 New
SWM
324
SeaCrest Wealth Management
New York
$452K 9,884 – –
FWCM
325
Ferguson Wellman Capital Management
Oregon
$451K 9,872 – –
11 12
13
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