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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 %
PFSC
501
Peoples Financial Services Corp
Pennsylvania
$58K – – –
BC
502
Bartlett & Co
Ohio
$57K – – –
SIS
503
Sound Income Strategies
Florida
$57K +$46 +1 +0.1%
BCWM
504
Bartlett & Co Wealth Management
Ohio
$56.7K – – –
CWC
505
Carolinas Wealth Consulting
North Carolina
$56K +$46 +1 +0.1%
TVWM
506
Tower View Wealth Management
Wisconsin
$55K +$275 +6 +0.5%
BCM
507
Birch Capital Management
Texas
$54K -$171K -3,701 -76%
M
508
MOTCO
Texas
$54K – – –
LWA
509
Lenox Wealth Advisors
New York
$51K +$276 +6 +0.5%
SCA
510
Stonebridge Capital Advisors
Minnesota
$50K -$50K -1,075 -50%
AF
511
Arrow Financial
New York
$50K – – –
ADL
512
Asset Dedication LLC
California
$48K – – –
LWM
513
Liberty Wealth Management
California
$46K – – –
IA
514
IndexIQ Advisors
New York
$42K -$69.4K -1,497 -62%
CP
515
Corbenic Partners
Pennsylvania
$42K – – –
AL
516
ADE LLC
Maryland
$42K – – –
CIAS
517
CBIZ Investment Advisory Services
Ohio
$40K -$39K – –
T
518
TOBAM
France
$38K – – –
PK
519
Pflug Koory
Nebraska
$38K – – –
HA
520
Herold Advisors
New York
$36K +$36K +800 New
BU
521
BBVA USA
Alabama
$35K -$1.11K -24 -3%
TFO
522
Tarbox Family Office
California
$35K – – –
MA
523
MCF Advisors
Kentucky
$34K – – –
AIC
524
Archer Investment Corporation
Indiana
$32.7K – – –
CFGS
525
Concourse Financial Group Securities
Alabama
$32K – – –
19 20
21
22 23