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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.

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
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$203M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$255M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$31.5M
5
ZP
5
Zimmer Partners
New York
$33.2M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$6.01M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
NI
3
Nuance Investments
Missouri
$75.6M
4
KBC Group
4
KBC Group
Belgium
$46.3M
5
Fidelity International
5
Fidelity International
Bermuda
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
576
Sandy Spring Bank
Maryland
$5K 106 – –
IBOK
577
Independence Bank of Kentucky
Kentucky
$5K 100 – –
VCM
578
Versant Capital Management
Arizona
$5K 115 – –
CAL
579
Capital Analysts LLC
Pennsylvania
$4K 77 -36 -32%
BIA
580
Bell Investment Advisors
California
$4K 79 +79 New
AA
581
Addison Advisors
Vermont
$3K 63 – –
ME
582
McIlrath & Eck
Washington
$3K 69 – –
CI
583
CX Institutional
Indiana
$3K 72 – –
GWS
584
Glassman Wealth Services
Virginia
$3K 62 +10 +19%
PFGIA
585
Patriot Financial Group Insurance Agency
Massachusetts
$3K 73 +36 +97%
Nisa Investment Advisors
586
Nisa Investment Advisors
Missouri
$2.3K 49,875 -3,000 -6%
FHA
587
First Horizon Advisors
Tennessee
$1K 18 -4,083 -100%
FMP
588
Financial Management Professionals
Texas
$1K 24 – –
VNA
589
Valley National Advisers
Pennsylvania
$1K 20 – –
ZB
590
Zions Bancorporation
Utah
$1K 19 +19 New
WAS
591
Winch Advisory Services
Wisconsin
$1K 25 +25 New
BBHC
592
Brown Brothers Harriman & Co
New York
$22 468 – –
CVA
593
Ceredex Value Advisors
Florida
– – -350,131 Closed
CIMLRA
594
CBRE Investment Management Listed Real Assets
Pennsylvania
– – -315,854 Closed
BBL
595
Beck Bode LLC
Massachusetts
– – -253,110 Closed
DI
596
DFPG Investments
Utah
– – -31,488 Closed
Jane Street
597
Jane Street
New York
– – -30,958 Closed
TC
598
TownSquare Capital
Utah
– – -28,285 Closed
Mariner
599
Mariner
Kansas
– – -26,818 Closed
BAM
600
Blueshift Asset Management
New Jersey
– – -26,248 Closed
22 23
24
25 26