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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 %
HI
476
Hudock Inc
Pennsylvania
$124K – – –
AAM
477
Advisors Asset Management
Colorado
$124K +$15.2K +330 +14%
SO
478
STRS Ohio
Ohio
$121K – – –
LWCFA
479
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K – – –
CFA
480
Carroll Financial Associates
North Carolina
$108K +$92 +2 +0.1%
CA
481
Clearstead Advisors
Ohio
$105K +$553 +12 +0.5%
PA
482
Parallel Advisors
California
$95K +$21.3K +464 +29%
PCG
483
Private Capital Group
Connecticut
$90K -$10.5K -229 -10%
MHR
484
Matthew Hamilton Rosenberg
$88K – – –
S
485
SignatureFD
Georgia
$88K +$11.8K +257 +16%
Group One Trading
486
Group One Trading
Illinois
$88K +$88K +1,900 New
TCM
487
Tradewinds Capital Management
Washington
$83K +$414 +9 +0.5%
BWM
488
Baystate Wealth Management
Massachusetts
$81K +$278 +6 +0.3%
JGIA
489
Jackson Grant Investment Advisers
Connecticut
$78K – – –
RE
490
RBC Europe
United Kingdom
$76.5K – – –
OSNBOA
491
Old Second National Bank of Aurora
Illinois
$74K – – –
QCG
492
Quadrant Capital Group
Ohio
$74K +$19.4K +422 +36%
AF
493
Allworth Financial
California
$72K +$11.5K +250 +19%
CT
494
Clearstead Trust
Maine
$69K – – –
EWM
495
Endurance Wealth Management
Rhode Island
$69K – – –
NFG
496
Next Financial Group
Texas
$65K +$1.78K +39 +3%
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.6K -$724K -15,730 -92%
VCM
498
Vigilant Capital Management
Maine
$63K – – –
TSW
499
Thompson Siegel & Walmsley
Virginia
$60K – – –
DOA
500
D'Orazio & Associates
Virginia
$58K – – –
18 19
20
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