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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
Impax Asset Management Group
United Kingdom
$255M
2
Citadel Advisors
Citadel Advisors
Florida
$50.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$31.5M
4
ZP
Zimmer Partners
New York
$33.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$84M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$6.01M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
3
NI
Nuance Investments
Missouri
$75.6M
4
KBC Group
KBC Group
Belgium
$46.3M
5
Fidelity International
Fidelity International
Bermuda
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
426
Gofen & Glossberg
Illinois
$246K – – –
PD
427
Planning Directions
Pennsylvania
$246K +$876 +19 +0.4%
KPCM
428
Kings Point Capital Management
New York
$243K – – –
CG
429
Colony Group
Massachusetts
$242K -$1.71K -37 -0.7%
BMWM
430
Brown Miller Wealth Management
Virginia
$242K +$230 +5 +0.1%
AWM
431
Apollon Wealth Management
South Carolina
$242K +$242K +5,250 New
CF
432
Centaurus Financial
California
$238K -$1.71K -37 -0.7%
AIM
433
Aigen Investment Management
New York
$236K +$236K +5,123 New
IIC
434
Ironwood Investment Counsel
Arizona
$235K – – –
HI
435
Harbour Investments
Wisconsin
$232K -$13.1K -285 -5%
EA
436
Emerald Advisers
Pennsylvania
$231K – – –
NFG
437
Nations Financial Group
Iowa
$231K +$9.23K +200 +4%
RHBC
438
R.H. Bluestein & Co
Michigan
$230K – – –
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$230K – – –
CCFCSB
440
Cape Cod Five Cents Savings Bank
Massachusetts
$229K -$34.5K -750 -13%
DP
441
Dearborn Partners
Illinois
$229K +$414 +9 +0.2%
1SB
442
1ST Source Bank
Indiana
$228K – – –
LW
443
Linscomb Wealth
Texas
$227K +$645 +14 +0.3%
WB
444
WesBanco Bank
West Virginia
$224K – – –
AP
445
Advisor Partners
California
$221K +$6.77K +147 +3%
FCBT
446
First Citizens Bank & Trust
North Carolina
$218K -$2.48K -54 -1%
MAM
447
Meeder Asset Management
Ohio
$218K +$37.2K +807 +21%
HIC
448
Hartline Investment Corp
Illinois
$215K -$921 -20 -0.4%
NICM
449
Neo Ivy Capital Management
New York
$213K +$213K +5,044 New
HCM
450
Howland Capital Management
Massachusetts
$212K – – –
16 17
18
19 20