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.

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
Amundi
1
Amundi
France
$129M
2
State Street
2
State Street
Massachusetts
$541M
3
NIPH
3
NN Investment Partners Holdings
Netherlands
$15.9M
4
Canada Life
4
Canada Life
Manitoba, Canada
$28.5M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$199M

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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$51.3M 1,123,189 +22,155 +2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$45.2M 988,751 +37,625 +4%
First Trust Advisors
28
First Trust Advisors
Illinois
$43.8M 958,650 +63,798 +7%
TIA
29
Tandem Investment Advisors
South Carolina
$43.6M 954,752 +68,370 +8%
Swiss National Bank
30
Swiss National Bank
Switzerland
$43.4M 950,586 +55,286 +6%
UBS AM
31
UBS AM
Illinois
$42.7M 933,693 -15,416 -2%
PCA
32
Personal Capital Advisors
California
$41.7M 912,736 +64,416 +8%
Goldman Sachs
33
Goldman Sachs
New York
$33.8M 738,774 +78,323 +12%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$31.1M 679,878 -34,200 -5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$30M 656,757 -36,615 -5%
Canada Life
36
Canada Life
Manitoba, Canada
$28.5M 623,654 +327,418 +111%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$27.7M 605,165 -10,606 -2%
Macquarie Group
38
Macquarie Group
Australia
$25.7M 562,251 -26,799 -5%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$25.6M 559,781 -119,012 -18%
GF
40
Gabelli Funds
New York
$24.8M 542,000 -18,000 -3%
APG Asset Management
41
APG Asset Management
Netherlands
$23.6M 611,942 -99,379 -14%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$23.5M 514,591 -53,665 -9%
Deutsche Bank
43
Deutsche Bank
Germany
$22.5M 491,658 +25,036 +5%
Millennium Management
44
Millennium Management
New York
$22.2M 485,672 -104,958 -18%
AllianceBernstein
45
AllianceBernstein
Tennessee
$22M 481,348 +4,992 +1%
Bank of America
46
Bank of America
North Carolina
$21M 460,306 +86,067 +23%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$21M 459,094 – –
CS
48
Credit Suisse
Switzerland
$20.6M 445,693 -37,566 -8%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$20.4M 447,050 -92,031 -17%
CT
50
Cambridge Trust
Massachusetts
$20.3M 444,850 +523 +0.1%
1
2
3 4 5