WTRG icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
LAM
451
Lountzis Asset Management
Pennsylvania
$191K – – –
FHA
452
First Horizon Advisors
Tennessee
$187K – – –
MAM
453
Meeder Asset Management
Ohio
$179K +$46.3K +1,014 +35%
CHC
454
City Holding Co
West Virginia
$176K – – –
SFPG
455
Stonebridge Financial Planning Group
Florida
$168K +$760 +16 +0.5%
BFEC
456
Benjamin F. Edwards & Company
Missouri
$166K – – –
TC
457
Truvestments Capital
Florida
$157K +$777 +17 +0.5%
Bessemer Group
458
Bessemer Group
New Jersey
$157K +$147K +3,200 +1,422%
DAC
459
Dividend Assets Capital
South Carolina
$154K – – –
WT
460
Washington Trust
Rhode Island
$152K – – –
DAM
461
Delta Asset Management
Tennessee
$151K – – –
HR
462
Howe & Rusling
New York
$143K -$19.7K -430 -12%
MA
463
Montag & Associates
Georgia
$142K – – –
APA
464
American Portfolios Advisors
New York
$140K – – –
TPCW
465
TD Private Client Wealth
New York
$124K – – –
HI
466
Hudock Inc
Pennsylvania
$123K – – –
SO
467
STRS Ohio
Ohio
$120K – – –
HDIM
468
Hanson & Doremus Investment Management
Vermont
$114K – – –
GWSG
469
GPS Wealth Strategies Group
Colorado
$113K +$229 +5 +0.2%
IA
470
IndexIQ Advisors
New York
$110K +$8.33K +182 +8%
AAM
471
Advisors Asset Management
Colorado
$108K -$3.43K -75 -3%
CFA
472
Carroll Financial Associates
North Carolina
$107K -$51.2K -1,127 -32%
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K +$107K +2,342 New
CA
474
Clearstead Advisors
Ohio
$104K +$551 +12 +0.5%
PCG
475
Private Capital Group
Connecticut
$100K -$2.42K -53 -2%
17 18
19
20 21