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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.

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

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$203M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$62.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$40M
5
Morgan Stanley
Morgan Stanley
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIPH
476
NN Investment Partners Holdings
Netherlands
$103K – – –
LS
477
Livforsakringsbolaget Skandia
Sweden
$103K – – –
CA
478
Clearstead Advisors
Ohio
$101K +$583 +13 +0.6%
PCG
479
Private Capital Group
Connecticut
$100K -$9.86K -221 -9%
IA
480
IndexIQ Advisors
New York
$99K +$5.84K +131 +6%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$98K -$42K -941 -30%
SIC
482
Salem Investment Counselors
North Carolina
$90K – – –
BWM
483
Baystate Wealth Management
Massachusetts
$87K +$269 +6 +0.3%
MHR
484
Matthew Hamilton Rosenberg
$85K – – –
TCOV
485
Trust Company of Vermont
Vermont
$84K – – –
JGIA
486
Jackson Grant Investment Advisers
Connecticut
$76K – – –
RE
487
RBC Europe
United Kingdom
$74.3K +$13.4K +300 +22%
OSNBOA
488
Old Second National Bank of Aurora
Illinois
$72K – – –
PA
489
Parallel Advisors
California
$69K -$3.15K -70 -4%
EWM
490
Endurance Wealth Management
Rhode Island
$67K – – –
Simplex Trading
491
Simplex Trading
Illinois
$60K +$60K +1,349 New
AF
492
Allworth Financial
California
$59K +$359 +8 +0.6%
S
493
SignatureFD
Georgia
$59K +$14.9K +332 +34%
TSW
494
Thompson Siegel & Walmsley
Virginia
$58K -$6.72K -150 -10%
QCG
495
Quadrant Capital Group
Ohio
$57K -$980 -22 -2%
SC
496
SouthState Corp
Florida
$56K – – –
PFSC
497
Peoples Financial Services Corp
Pennsylvania
$56K – – –
DOA
498
D'Orazio & Associates
Virginia
$56K – – –
BCWM
499
Bartlett & Co Wealth Management
Ohio
$55.1K -$3.89K -87 -7%
BC
500
Bartlett & Co
Ohio
$55K -$3.89K -87 -7%
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