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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 %
CI
576
CX Institutional
Indiana
$3K – – –
AA
577
Addison Advisors
Vermont
$3K +$3K +63 New
Nisa Investment Advisors
578
Nisa Investment Advisors
Missouri
$2.42K -$238 -5,200 -9%
GWS
579
Glassman Wealth Services
Virginia
$2K – – –
PFGIA
580
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.03K +19 +106%
H
581
HoyleCohen
California
$1.13K -$50 -1,100 -4%
VNA
582
Valley National Advisers
Pennsylvania
$1K – – –
National Pension Service
583
National Pension Service
South Korea
$1K +$160 +4 +19%
FMP
584
Financial Management Professionals
Texas
$1K +$1K +24 New
BBHC
585
Brown Brothers Harriman & Co
New York
$21 – – –
OMC
586
Old Mission Capital
Illinois
– -$4.2M -93,946 Closed
ECM
587
ExodusPoint Capital Management
New York
– -$2.85M -63,633 Closed
WMSA
588
Weiss Multi-Strategy Advisers
New York
– -$2.63M -58,751 Closed
FRAF
589
Första AP-fonden
Sweden
– -$2.05M -45,900 Closed
Assenagon Asset Management
590
Assenagon Asset Management
Luxembourg
– -$2.05M -45,791 Closed
Marshall Wace
591
Marshall Wace
United Kingdom
– -$1.85M -41,350 Closed
NA
592
NewEdge Advisors
Louisiana
– -$1.7M -37,934 Closed
CBT
593
Capital Bank & Trust
California
– -$1.56M -34,837 Closed
Nomura Holdings
594
Nomura Holdings
Japan
– -$1.21M -26,943 Closed
Balyasny Asset Management
595
Balyasny Asset Management
Illinois
– -$1.13M -25,187 Closed
CWM
596
CIBC World Markets
New York
– -$1.07M -23,978 Closed
E
597
Ergoteles
New York
– -$1.04M -23,240 Closed
SSA
598
Schonfeld Strategic Advisors
New York
– -$1.03M -22,900 Closed
Holocene Advisors
599
Holocene Advisors
New York
– -$1.01M -22,606 Closed
AI
600
Atom Investors
Texas
– -$953K -21,290 Closed
22 23
24
25 26