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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 %
ATC
401
Argent Trust Co
Tennessee
$283K -$3.44K -75 -1%
BHWM
402
Bar Harbor Wealth Management
New Hampshire
$281K – – –
CG
403
Caprock Group
Idaho
$280K -$1.92K -42 -0.7%
RFA
404
Reilly Financial Advisors
California
$278K -$6.17K -135 -2%
CCA
405
Conestoga Capital Advisors
Pennsylvania
$278K – – –
Mirae Asset Global Investments
406
Mirae Asset Global Investments
South Korea
$278K +$278K +6,066 New
BIA
407
Bigelow Investment Advisors
Maine
$275K – – –
CRIG
408
Charter Research & Investment Group
Connecticut
$271K – – –
V
409
Veritable
Delaware
$270K +$11.7K +257 +5%
LBC
410
Lowe Brockenbrough & Co
Virginia
$267K -$22.8K -500 -8%
AWM
411
Accel Wealth Management
Iowa
$267K +$548 +12 +0.2%
IMRF
412
Illinois Municipal Retirement Fund
Illinois
$267K +$267K +5,843 New
JIC
413
Joel Isaacson & Co
New York
$263K – – –
CCFCSB
414
Cape Cod Five Cents Savings Bank
Massachusetts
$262K – – –
UF
415
Univest Financial
Pennsylvania
$258K – – –
CFG
416
Citizens Financial Group
Rhode Island
$257K +$257K +5,630 New
William Blair & Company
417
William Blair & Company
Illinois
$254K -$15.2K -333 -6%
BCA
418
Bay Colony Advisors
Massachusetts
$253K – – –
CI Investments Inc
419
CI Investments Inc
Ontario, Canada
$247K +$57.4K +1,259 +30%
GT
420
Glenview Trust
Kentucky
$246K – – –
GG
421
Gofen & Glossberg
Illinois
$244K -$13.7K -300 -5%
PD
422
Planning Directions
Pennsylvania
$243K +$868 +19 +0.4%
HI
423
Harbour Investments
Wisconsin
$243K +$41.6K +912 +21%
CG
424
Colony Group
Massachusetts
$242K +$242K +5,290 New
KPCM
425
Kings Point Capital Management
New York
$241K +$76.9K +1,681 +47%
15 16
17
18 19