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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 Holding Trade Value Shares
Change 		Shares
Change %
SWA
351
Stratos Wealth Advisors
Ohio
$375K +$46 +1 +0%
GJIC
352
Gamble Jones Investment Counsel
California
$373K – – –
CC
353
Cannell & Co
New York
$367K -$68.6K -1,500 -16%
Chevy Chase Trust
354
Chevy Chase Trust
Maryland
$366K – – –
CB
355
Commerce Bank
Missouri
$364K +$51.1K +1,117 +16%
BSW
356
Buckingham Strategic Wealth
Missouri
$363K +$4.16K +91 +1%
SWP
357
Stratos Wealth Partners
Ohio
$363K +$87.3K +1,911 +32%
WAM
358
World Asset Management
Michigan
$360K -$14.3K -313 -4%
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$359K +$59.3K +1,296 +20%
CC
360
Cipher Capital
New York
$359K +$359K +7,846 New
AF
361
Affiance Financial
Minnesota
$356K – – –
MW
362
Marcum Wealth
Ohio
$349K +$457 +10 +0.1%
American Century Companies
363
American Century Companies
Missouri
$349K +$42K +917 +14%
NAMP
364
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$342K – – –
JWCA
365
J.W. Cole Advisors
Florida
$342K +$342K +7,480 New
AIM
366
Anchor Investment Management
South Carolina
$339K – – –
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$337K -$115K -2,519 -25%
FB
368
Fulton Bank
Pennsylvania
$336K – – –
DTL
369
Dynamic Technology Lab
Singapore
$335K -$985K -21,530 -75%
CP
370
Coho Partners
Pennsylvania
$335K – – –
KC
371
Kingfisher Capital
North Carolina
$332K -$2.83K -62 -0.8%
PCM
372
Prelude Capital Management
New York
$331K +$331K +7,244 New
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$329K – – –
MCM
374
Murphy Capital Management
New Jersey
$328K -$12.3K -270 -4%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$326K +$41.7K +914 +15%
13 14
15
16 17