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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.

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 %
Allianz Asset Management
301
Allianz Asset Management
Germany
$593K +$191K +4,142 +47%
BCV
302
Banque Cantonale Vaudoise
Switzerland
$580K -$4.61K -100 -0.8%
SCM
303
Shelton Capital Management
Colorado
$580K – – –
ST
304
Spinnaker Trust
Maine
$579K -$470K -10,191 -45%
IFWM
305
Institute for Wealth Management
Colorado
$578K – – –
PF
306
Phoenix Financial
Israel
$572K +$572K +12,258 New
CB
307
Community Bank
New York
$562K +$172K +3,725 +44%
SSA
308
Schonfeld Strategic Advisors
New York
$558K +$558K +12,100 New
TPW
309
Tiller Private Wealth
Pennsylvania
$546K – – –
Neuberger Berman Group
310
Neuberger Berman Group
New York
$545K +$2.72K +59 +0.5%
ETC
311
Exchange Traded Concepts
Oklahoma
$530K +$530K +11,508 New
OSIA
312
O'Shares Investment Advisers
Massachusetts
$523K +$523K +11,360 New
VI
313
Vestcor Inc
New Brunswick, Canada
$520K -$21.1K -458 -4%
SPC
314
Sigma Planning Corp
Michigan
$520K -$11.3K -245 -2%
VPIM
315
Vanguard Personalized Indexing Management
California
$509K +$92.3K +2,002 +22%
KeyBank National Association
316
KeyBank National Association
Ohio
$506K +$19.4K +420 +4%
AWA
317
Aaron Wealth Advisors
Illinois
$498K +$7.68K +167 +2%
MAFM
318
Mid Atlantic Financial Management
Pennsylvania
$496K +$138 +3 +0%
TW
319
TrinityPoint Wealth
Connecticut
$496K +$67.4K +1,464 +16%
Bank Julius Baer & Co
320
Bank Julius Baer & Co
Switzerland
$493K – – –
BAMF
321
BI Asset Management Fondsmaeglerselskab
Denmark
$480K -$141K -3,058 -23%
SFI
322
Susquehanna Fundamental Investments
Pennsylvania
$475K -$3M -65,016 -86%
CTC
323
Central Trust Company
Missouri
$475K – – –
ECM
324
EagleClaw Capital Management
Massachusetts
$473K – – –
TI
325
Trexquant Investment
Connecticut
$470K +$470K +10,203 New
11 12
13
14 15