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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 %
SG
376
StoneX Group
New York
$325K -$2.47K -54 -0.8%
PWA
377
Providence Wealth Advisors
Illinois
$325K – – –
CAG
378
Csenge Advisory Group
Florida
$325K +$325K +6,985 New
SEC
379
Seven Eight Capital
New York
$322K +$322K +7,050 New
JIC
380
Johnson Investment Counsel
Ohio
$321K -$8.85K -194 -3%
Axa
381
Axa
France
$320K – – –
SBH
382
Segall Bryant & Hamill
Illinois
$319K – – –
CI
383
Cigna Investments
Connecticut
$317K -$50.3K -1,100 -14%
DWT
384
Dorsey & Whitney Trust
South Dakota
$317K -$2.1K -46 -0.7%
OC
385
Oppenheimer & Co
New York
$315K – – –
GP
386
Girard Partners
Pennsylvania
$315K +$27.4K +601 +10%
Wolverine Trading
387
Wolverine Trading
Illinois
$314K +$314K +6,802 New
JPMPWA
388
J.P. Morgan Private Wealth Advisors
California
$311K -$19.6K -430 -6%
ERIM
389
Eagle Ridge Investment Management
Connecticut
$306K – – –
BHIA
390
Birch Hill Investment Advisors
Massachusetts
$305K – – –
CCG
391
Capital CS Group
California
$305K – – –
SWM
392
Spire Wealth Management
Virginia
$300K -$14.7K -322 -5%
ACM
393
Advisors Capital Management
New Jersey
$296K +$137 +3 +0%
MYAM
394
Meiji Yasuda Asset Management
Japan
$294K – – –
COCM
395
Charter Oak Capital Management
New Hampshire
$294K +$1.42K +31 +0.5%
OWP
396
Obermeyer Wealth Partners
Colorado
$290K – – –
PWLP
397
Prio Wealth Limited Partnership
Massachusetts
$288K – – –
IRF
398
IBM Retirement Fund
New York
$287K -$64.3K -1,407 -18%
GWM
399
Geneos Wealth Management
Colorado
$286K -$7.73K -164 -3%
MFG
400
MidWestOne Financial Group
Iowa
$286K – – –
14 15
16
17 18