WTRG icon

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 %
HNB
326
Huntington National Bank
Ohio
$448K 9,805 +5,328 +119%
PCAP
327
Pratt Collard Advisory Partners
New York
$445K 9,732 -75 -0.8%
TWP
328
Tower Wealth Partners
Pennsylvania
$445K 9,737 – –
KAS
329
Kestra Advisory Services
Texas
$444K 9,719 +266 +3%
BCM
330
Blume Capital Management
California
$443K 9,700 -300 -3%
D
331
Diversified
Delaware
$442K 9,666 +17 +0.2%
FIA
332
Foundations Investment Advisors
Arizona
$436K 9,096 +180 +2%
PA
333
Pinnacle Associates
New York
$434K 9,487 – –
EI
334
Ethic Inc
New York
$430K 9,415 -2,075 -18%
TW
335
TrinityPoint Wealth
Connecticut
$425K 9,302 +1 +0%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$424K 9,281 – –
LWMG
337
Levy Wealth Management Group
Pennsylvania
$423K 9,246 +2 +0%
FPCG
338
Fort Pitt Capital Group
Pennsylvania
$421K 9,220 +9,220 New
AAS
339
Avantax Advisory Services
Texas
$418K 9,103 +219 +2%
MS
340
Madden Securities
Texas
$414K 9,067 +9,067 New
Nordea Investment Management
341
Nordea Investment Management
Sweden
$413K 9,044 – –
VPIM
342
Vanguard Personalized Indexing Management
California
$413K 9,044 +3,736 +70%
Allianz Asset Management
343
Allianz Asset Management
Germany
$400K 8,741 +8,741 New
LDFR
344
Lehman & Derafelo Financial Resources
Pennsylvania
$398K 8,699 – –
PP
345
Pegasus Partners
Wisconsin
$397K 8,679 -3,447 -28%
OBWP
346
O'Brien Wealth Partners
Massachusetts
$390K 8,136 – –
N
347
Natixis
France
$390K 8,524 +8,524 New
CB
348
Community Bank
New York
$387K 8,474 +469 +6%
BAM
349
Barrett Asset Management
New York
$385K 8,424 – –
HSA
350
HBK Sorce Advisory
Pennsylvania
$383K 8,374 -89 -1%
12 13
14
15 16