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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 %
PP
351
Pegasus Partners
Wisconsin
$394K -$5.48K -119 -1%
BAM
352
Barrett Asset Management
New York
$388K – – –
American Century Companies
353
American Century Companies
Missouri
$388K +$36.1K +783 +10%
HI
354
Humankind Investments
New York
$388K +$186K +4,042 +92%
BWM
355
Blossom Wealth Management
California
$388K +$388K +8,425 New
KFA
356
Krane Funds Advisors
New York
$385K +$385K +8,349 New
GP
357
Girard Partners
Pennsylvania
$380K +$61.7K +1,339 +19%
SWA
358
Stratos Wealth Advisors
Ohio
$378K +$46 +1 +0%
GJIC
359
Gamble Jones Investment Counsel
California
$376K – – –
HSA
360
HBK Sorce Advisory
Pennsylvania
$372K -$13.4K -292 -3%
Chevy Chase Trust
361
Chevy Chase Trust
Maryland
$369K – – –
SWP
362
Stratos Wealth Partners
Ohio
$367K +$553 +12 +0.2%
FAFN
363
First Affirmative Financial Network
Colorado
$367K +$367K +7,965 New
CC
364
Cannell & Co
New York
$365K -$4.61K -100 -1%
NC
365
NewSquare Capital
Pennsylvania
$360K +$360K +7,810 New
Schroder Investment Management Group
366
Schroder Investment Management Group
United Kingdom
$359K -$381K -8,260 -51%
AF
367
Affiance Financial
Minnesota
$359K – – –
LDFR
368
Lehman & Derafelo Financial Resources
Pennsylvania
$358K -$42.6K -925 -11%
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$356K -$5.34K -116 -1%
WAM
370
World Asset Management
Michigan
$348K -$15.3K -332 -4%
KC
371
Kingfisher Capital
North Carolina
$346K +$11K +239 +3%
NAMP
372
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$345K – – –
FB
373
Fulton Bank
Pennsylvania
$340K – – –
CP
374
Coho Partners
Pennsylvania
$338K – – –
PG
375
Pendal Group
Australia
$337K +$337K +7,306 New
13 14
15
16 17