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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 %
UOC
601
UBS O'Connor
Illinois
– -$1.79M -37,924 Closed
JWM
602
Jackson Wealth Management
Florida
– -$1.64M -34,614 Closed
HW
603
Hancock Whitney
Mississippi
– -$1.6M -33,875 Closed
MAM
604
Martingale Asset Management
Massachusetts
– -$1.6M -33,804 Closed
Mirae Asset Global Investments
605
Mirae Asset Global Investments
South Korea
– -$1.22M -25,841 Closed
JG
606
Jefferies Group
New York
– -$1.01M -21,312 Closed
FA
607
FMA Advisory
Pennsylvania
– -$769K -16,256 Closed
SS
608
Simplicity Solutions
Minnesota
– -$599K -12,663 Closed
N
609
Natixis
France
– -$479K -10,127 Closed
NICM
610
Neo Ivy Capital Management
New York
– -$441K -9,334 Closed
PI
611
PEAK6 Investments
Illinois
– -$399K -8,431 Closed
TMAM
612
Tokio Marine Asset Management
Japan
– -$368K -7,786 Closed
AA
613
AQR Arbitrage
Connecticut
– -$323K -6,935 Closed
FMT
614
First Mercantile Trust
Tennessee
– -$267K -5,638 Closed
OAM
615
Oppenheimer Asset Management
New York
– -$211K -4,460 Closed
TI
616
Trexquant Investment
Connecticut
– -$206K -4,355 Closed
HL
617
HeadInvest LLC
Maine
– -$206K -4,350 Closed
VFA
618
Voya Financial Advisors
Connecticut
– -$201K -4,308 Closed
CL
619
Choreo LLC
Illinois
– -$203K -4,293 Closed
PNC
620
Park National Corp
Ohio
– -$202K -4,270 Closed
CCMG
621
Clark Capital Management Group
Pennsylvania
– -$201K -4,243 Closed
MIM
622
Moseley Investment Management
Florida
– -$200K -4,230 Closed
EMG
623
ETF Managers Group
New Jersey
– -$174K -3,746 Closed
OPW
624
Oxler Private Wealth
New York
– -$118K -2,500 Closed
CAAS
625
Capital Asset Advisory Services
Michigan
– -$117K -2,473 Closed
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