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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 %
MCM
401
Murphy Capital Management
New Jersey
$287K -$43.7K -950 -13%
CG
402
Caprock Group
Idaho
$285K +$2.81K +61 +1%
ATC
403
Argent Trust Co
Tennessee
$284K – – –
GWM
404
Geneos Wealth Management
Colorado
$283K +$2.4K +52 +0.9%
AIM
405
Anchor Investment Management
South Carolina
$281K -$61.1K -1,325 -18%
CCA
406
Conestoga Capital Advisors
Pennsylvania
$280K – – –
BHWM
407
Bar Harbor Wealth Management
New Hampshire
$279K -$4.61K -100 -2%
BIA
408
Bigelow Investment Advisors
Maine
$277K – – –
CRIG
409
Charter Research & Investment Group
Connecticut
$273K – – –
V
410
Veritable
Delaware
$272K – – –
LBC
411
Lowe Brockenbrough & Co
Virginia
$270K – – –
IMRF
412
Illinois Municipal Retirement Fund
Illinois
$269K – – –
AWM
413
Accel Wealth Management
Iowa
$268K -$1.75K -38 -0.7%
ACM
414
AlphaCrest Capital Management
New York
$266K -$1.97M -42,735 -88%
JIC
415
Joel Isaacson & Co
New York
$265K – – –
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$263K +$13.1K +283 +5%
PTC
417
Private Trust Company
Ohio
$262K +$262K +5,680 New
William Blair & Company
418
William Blair & Company
Illinois
$261K +$4.62K +100 +2%
UF
419
Univest Financial
Pennsylvania
$260K – – –
DC
420
Davenport & Co
Virginia
$257K +$15.8K +342 +7%
BCA
421
Bay Colony Advisors
Massachusetts
$255K – – –
TRCT
422
Tower Research Capital (TRC)
New York
$254K -$1.81M -39,420 -88%
JAM
423
Jupiter Asset Management
United Kingdom
$253K +$36.4K +790 +17%
GT
424
Glenview Trust
Kentucky
$248K – – –
ZCM
425
Ziegler Capital Management
Illinois
$248K +$248K +5,389 New
15 16
17
18 19