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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 %
I2I
451
Insight 2811 Inc
Illinois
$212K +$212K +4,597 New
EIP
452
Ellis Investment Partners
Pennsylvania
$210K -$23.3K -507 -10%
Balyasny Asset Management
453
Balyasny Asset Management
Illinois
$210K +$210K +4,566 New
FRM
454
Fox Run Management
Connecticut
$205K +$205K +4,449 New
BSW
455
Buckingham Strategic Wealth
Missouri
$202K -$164K -3,557 -45%
ACP
456
Aveo Capital Partners
Colorado
$201K +$201K +4,353 New
HL
457
HeadInvest LLC
Maine
$200K +$200K +4,350 New
LAM
458
Lountzis Asset Management
Pennsylvania
$193K – – –
APA
459
American Portfolios Advisors
New York
$192K +$50K +1,086 +35%
ALAM
460
Asahi Life Asset Management
Japan
$188K +$188K +4,080 New
CHC
461
City Holding Co
West Virginia
$178K – – –
SFPG
462
Stonebridge Financial Planning Group
Florida
$168K +$803 +17 +0.5%
TC
463
Truvestments Capital
Florida
$159K +$783 +17 +0.5%
Bessemer Group
464
Bessemer Group
New Jersey
$158K – – –
TF
465
Tompkins Financial
New York
$158K +$158K +3,419 New
DAC
466
Dividend Assets Capital
South Carolina
$155K – – –
BFEC
467
Benjamin F. Edwards & Company
Missouri
$154K -$13.8K -300 -8%
WT
468
Washington Trust
Rhode Island
$153K – – –
DAM
469
Delta Asset Management
Tennessee
$152K – – –
IWA
470
IBEX Wealth Advisors
New Jersey
$148K +$148K +3,221 New
HR
471
Howe & Rusling
New York
$144K – – –
MA
472
Montag & Associates
Georgia
$143K – – –
HDIM
473
Hanson & Doremus Investment Management
Vermont
$130K – – –
GWSG
474
GPS Wealth Strategies Group
Colorado
$129K +$15.3K +331 +13%
TPCW
475
TD Private Client Wealth
New York
$125K – – –
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