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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.

New
Increased
Maintained
Reduced
Closed
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
State Street
1
State Street
Massachusetts
$541M
2
NIPH
2
NN Investment Partners Holdings
Netherlands
$15.9M
3
Canada Life
3
Canada Life
Manitoba, Canada
$28.5M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$199M
5
Invesco
5
Invesco
Georgia
$149M

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 Holding Trade Value Shares
Change 		Shares
Change %
SWA
526
SOA Wealth Advisors
New York
$29K +$133 +3 +0.5%
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$29K +$4.67K +102 +19%
SB
528
Strategic Blueprint
Georgia
$29K +$29K +629 New
ST
529
Sageworth Trust
Pennsylvania
$29K +$29K +640 New
FF
530
FourThought Financial
Florida
$28K – – –
EIM
531
Essex Investment Management
Massachusetts
$27K – – –
FPS
532
Fieldpoint Private Securities
Connecticut
$26K -$3K -60 -10%
HWA
533
HHM Wealth Advisors
Tennessee
$26K – – –
CFD
534
Creative Financial Designs
Indiana
$25K +$90 +2 +0.4%
HFA
535
HC Financial Advisors
California
$24K – – –
SWA
536
Sutton Wealth Advisors
Florida
$23K – – –
SPWG
537
Sage Private Wealth Group
Illinois
$23K – – –
PSB
538
Piscataqua Savings Bank
New Hampshire
$23K – – –
RDFA
539
Ritter Daniher Financial Advisory
Ohio
$23K – – –
DI
540
Disciplined Investments
Oklahoma
$20K – – –
PB
541
Pinnacle Bancorp
Nebraska
$19K – – –
AIG
542
American International Group
New York
$18.1K -$347 -7,587 -2%
IA
543
IFP Advisors
Florida
$18K +$92 +2 +0.5%
RDWM
544
Red Door Wealth Management
Tennessee
$17K +$17K +375 New
RMC
545
Resources Management Corp
Connecticut
$16K – – –
JWA
546
JFS Wealth Advisors
Pennsylvania
$15K – – –
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CB
548
CNB Bank
Pennsylvania
$14K – – –
BCA
549
Berman Capital Advisors
Georgia
$14K +$45 +1 +0.3%
AAP
550
Arax Advisory Partners
Colorado
$14K +$14K +300 New
20 21
22
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