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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 %
BMSSC
376
B. Metzler seel. Sohn & Co
Germany
$332K – – –
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$330K +$554 +12 +0.2%
CB
378
Commerce Bank
Missouri
$327K -$40.1K -869 -11%
JIC
379
Johnson Investment Counsel
Ohio
$324K +$92 +2 +0%
SBH
380
Segall Bryant & Hamill
Illinois
$320K – – –
DWT
381
Dorsey & Whitney Trust
South Dakota
$320K – – –
PWA
382
Providence Wealth Advisors
Illinois
$319K – – –
CI
383
Cigna Investments
Connecticut
$315K -$4.61K -100 -1%
EI
384
Ethic Inc
New York
$313K -$121K -2,630 -28%
SG
385
StoneX Group
New York
$311K -$17K -368 -5%
ERIM
386
Eagle Ridge Investment Management
Connecticut
$309K – – –
CCG
387
Capital CS Group
California
$309K – – –
JPMPWA
388
J.P. Morgan Private Wealth Advisors
California
$307K -$6.35K -138 -2%
BHIA
389
Birch Hill Investment Advisors
Massachusetts
$307K – – –
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$305K -$35K -760 -10%
FRAF
391
Första AP-fonden
Sweden
$304K +$304K +6,600 New
SWM
392
Spire Wealth Management
Virginia
$303K – – –
ACM
393
Advisors Capital Management
New Jersey
$299K -$138 -3 -0%
COCM
394
Charter Oak Capital Management
New Hampshire
$298K +$1.47K +32 +0.5%
MYAM
395
Meiji Yasuda Asset Management
Japan
$297K – – –
OWP
396
Obermeyer Wealth Partners
Colorado
$293K – – –
Wolverine Trading
397
Wolverine Trading
Illinois
$291K -$28K -597 -9%
PWLP
398
Prio Wealth Limited Partnership
Massachusetts
$290K – – –
IRF
399
IBM Retirement Fund
New York
$289K – – –
MFG
400
MidWestOne Financial Group
Iowa
$288K – – –
14 15
16
17 18