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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 %
SSB
576
Sandy Spring Bank
Maryland
$5K – – –
APWA
577
Atlas Private Wealth Advisors
New Jersey
$5K +$48 +1 +1%
IBOK
578
Independence Bank of Kentucky
Kentucky
$4K -$4K -100 -50%
HIA
579
Harbor Investment Advisory
Maryland
$4K +$4K +93 New
TWA
580
TCI Wealth Advisors
Arizona
$3K – – –
TCM
581
Tradewinds Capital Management
Washington
$3K – – –
ME
582
McIlrath & Eck
Washington
$3K – – –
DWP
583
Destiny Wealth Partners
Florida
$3K +$3K +56 New
SSC
584
Syverson Strege & Co
Iowa
$3K +$3K +66 New
CI
585
CX Institutional
Indiana
$3K +$3K +72 New
RG
586
Retirement Group
California
$3K +$3K +74 New
Nisa Investment Advisors
587
Nisa Investment Advisors
Missouri
$2.6K +$11 +240 +0.4%
GWS
588
Glassman Wealth Services
Virginia
$2K – – –
AssetMark Inc
589
AssetMark Inc
California
$2K – – –
National Pension Service
590
National Pension Service
South Korea
$1K -$79K -1,658 -99%
PFGIA
591
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$9.06K -163 -90%
TFA
592
Transamerica Financial Advisors
Florida
$1K – – –
VNA
593
Valley National Advisers
Pennsylvania
$1K – – –
BBHC
594
Brown Brothers Harriman & Co
New York
$21 – – –
Verition Fund Management
595
Verition Fund Management
Connecticut
– -$6.27M -132,500 Closed
MSA
596
Mason Street Advisors
Wisconsin
– -$5.64M -119,203 Closed
RA
597
Royce & Associates
New York
– -$3.24M -68,585 Closed
PCM
598
Penn Capital Management
Pennsylvania
– -$2.39M -50,542 Closed
LOAME
599
Lombard Odier Asset Management (Europe)
United Kingdom
– -$2.2M -46,602 Closed
WAM
600
Wolverine Asset Management
Illinois
– -$2.1M -44,507 Closed
22 23
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