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Essential Utilities
WTRG

Overview Fund Activity

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

Holders
595
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.11B
2
NI
2
Nuance Investments
Missouri
$129M
3
Invesco
3
Invesco
Georgia
$133M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$121M
5
Millennium Management
5
Millennium Management
New York
$26.4M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$203M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$62.2M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$40M
5
Morgan Stanley
5
Morgan Stanley
New York
$65.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$49.3M 1,101,034 -332,135 -23%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$42.6M 951,126 +23,397 +3%
UBS AM
28
UBS AM
Illinois
$42.5M 949,109 +116,968 +14%
Swiss National Bank
29
Swiss National Bank
Switzerland
$40.1M 895,300 +15,100 +2%
First Trust Advisors
30
First Trust Advisors
Illinois
$40M 894,852 -876,928 -49%
TIA
31
Tandem Investment Advisors
South Carolina
$39.7M 886,382 +100,349 +13%
PCA
32
Personal Capital Advisors
California
$38M 848,320 +60,696 +8%
CVA
33
Ceredex Value Advisors
Florida
$33.1M 740,331 +26,600 +4%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$32M 714,078 -49,100 -6%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$31M 693,372 -82,509 -11%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$30.4M 678,793 +139,386 +26%
Goldman Sachs
37
Goldman Sachs
New York
$29.6M 660,451 +49,329 +8%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$27.6M 615,771 -3,656 -0.6%
APG Asset Management
39
APG Asset Management
Netherlands
$27.1M 711,321 +361,680 +103%
Millennium Management
40
Millennium Management
New York
$26.4M 590,630 +590,630 New
Macquarie Group
41
Macquarie Group
Australia
$26.4M 589,050 -78,657 -12%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$25.4M 568,256 -14,692 -3%
GF
43
Gabelli Funds
New York
$25.1M 560,000 -6,000 -1%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$25M 558,511 +82,249 +17%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$24.1M 539,081 +57,103 +12%
CS
46
Credit Suisse
Switzerland
$21.6M 483,259 -142,812 -23%
AllianceBernstein
47
AllianceBernstein
Tennessee
$21.3M 476,356 -1,053 -0.2%
CIMLRA
48
CBRE Investment Management Listed Real Assets
Pennsylvania
$21.1M 470,385 +22,664 +5%
Deutsche Bank
49
Deutsche Bank
Germany
$20.9M 466,622 -44,535 -9%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$20.5M 459,094 -495 -0.1%
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