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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 %
PA
326
Pinnacle Associates
New York
$468K +$31.1K +675 +7%
NIMI
327
Natixis Investment Managers International
France
$467K -$28K -607 -6%
GVAG
328
Great Valley Advisor Group
Delaware
$462K -$14.4K -313 -3%
MUAMU
329
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$461K – – –
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$460K +$32.7K +710 +8%
BP
331
BBR Partners
New York
$460K +$460K +9,984 New
JWCA
332
J.W. Cole Advisors
Florida
$457K +$113K +2,443 +33%
FWCM
333
Ferguson Wellman Capital Management
Oregon
$455K – – –
LS
334
Livforsakringsbolaget Skandia
Sweden
$451K -$87.4K -1,900 -16%
HNB
335
Huntington National Bank
Ohio
$451K – – –
FWIA
336
Fort Washington Investment Advisors
Ohio
$450K -$9.21K -200 -2%
SWM
337
SeaCrest Wealth Management
New York
$449K -$6.31K -137 -1%
TWP
338
Tower Wealth Partners
Pennsylvania
$449K – – –
GAM
339
Gotham Asset Management
New York
$448K +$207K +4,498 +86%
BCM
340
Blume Capital Management
California
$447K – – –
D
341
Diversified
Delaware
$446K +$783 +17 +0.2%
RJT
342
Raymond James Trust
Florida
$442K -$15.7K -340 -3%
Robeco Institutional Asset Management
343
Robeco Institutional Asset Management
Netherlands
$439K +$439K +9,522 New
FIA
344
Foundations Investment Advisors
Arizona
$426K – – –
LWMG
345
Levy Wealth Management Group
Pennsylvania
$426K +$46 +1 +0%
Nordea Investment Management
346
Nordea Investment Management
Sweden
$425K – – –
AAS
347
Avantax Advisory Services
Texas
$419K -$1.57K -34 -0.4%
MW
348
Marcum Wealth
Ohio
$419K +$66.8K +1,448 +19%
MS
349
Madden Securities
Texas
$418K – – –
WorldQuant Millennium Advisors
350
WorldQuant Millennium Advisors
New York
$399K -$129K -2,809 -24%
12 13
14
15 16