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Essential Utilities
WTRG

597 hedge funds and large institutions have $7.76B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 207 increasing their positions, 186 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $5.66M | Put options by funds: $3.18M

11% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 186

9% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 54

0% more funds holding

Funds holding: 597 → 597 (0)

0.7% less ownership

Funds ownership: 71.46% → 70.76% (-0.7%)

10% less capital invested

Capital invested by funds: $8.59B → $7.76B (-$830M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
597
Holders Change
–
Holders Change %
0%
% 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
207
Reduced
186
Closed
54
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$56.7M
2
NI
Nuance Investments
Missouri
+$39M
3
Invesco
Invesco
Georgia
+$29.7M
4
Millennium Management
Millennium Management
New York
+$26.7M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$26M

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$113M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$76.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$49.8M
4
First Trust Advisors
First Trust Advisors
Illinois
-$39.6M
5
Morgan Stanley
Morgan Stanley
New York
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAME
601
Lombard Odier Asset Management (Europe)
United Kingdom
– -$2.2M -46,602 Closed
WAM
602
Wolverine Asset Management
Illinois
– -$2.1M -44,507 Closed
UOC
603
UBS O'Connor
Illinois
– -$1.79M -37,924 Closed
JWM
604
Jackson Wealth Management
Florida
– -$1.64M -34,614 Closed
HW
605
Hancock Whitney
Mississippi
– -$1.6M -33,875 Closed
MAM
606
Martingale Asset Management
Massachusetts
– -$1.6M -33,804 Closed
Mirae Asset Global Investments
607
Mirae Asset Global Investments
South Korea
– -$1.22M -25,841 Closed
JG
608
Jefferies Group
New York
– -$1.01M -21,312 Closed
FA
609
FMA Advisory
Pennsylvania
– -$769K -16,256 Closed
SS
610
Simplicity Solutions
Minnesota
– -$599K -12,663 Closed
N
611
Natixis
France
– -$479K -10,127 Closed
NICM
612
Neo Ivy Capital Management
New York
– -$441K -9,334 Closed
PI
613
PEAK6 Investments
Illinois
– -$381K -8,431 Closed
TMAM
614
Tokio Marine Asset Management
Japan
– -$368K -7,786 Closed
AA
615
AQR Arbitrage
Connecticut
– -$323K -6,935 Closed
FMT
616
First Mercantile Trust
Tennessee
– -$267K -5,638 Closed
OAM
617
Oppenheimer Asset Management
New York
– -$211K -4,460 Closed
TI
618
Trexquant Investment
Connecticut
– -$206K -4,355 Closed
HL
619
HeadInvest LLC
Maine
– -$206K -4,350 Closed
VFA
620
Voya Financial Advisors
Connecticut
– -$201K -4,308 Closed
CL
621
Choreo LLC
Illinois
– -$203K -4,293 Closed
PNC
622
Park National Corp
Ohio
– -$202K -4,270 Closed
CCMG
623
Clark Capital Management Group
Pennsylvania
– -$201K -4,243 Closed
MIM
624
Moseley Investment Management
Florida
– -$200K -4,230 Closed
EMG
625
ETF Managers Group
New Jersey
– -$174K -3,746 Closed
22 23 24
25
26

WTRG Hedge Fund Activity: Q1 2021 in Review

597 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q1 2021, worth a combined $7.76B — down 9.7% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WTRG positions and 54 closed out — a net gain of 5 holders — while 207 added to existing stakes and 186 trimmed.

The largest buyer was BlackRock, adding an estimated $56.7M. The largest seller was Pictet Asset Management (UK), cutting an estimated $113M.

  • 597 institutional investors held Essential Utilities (WTRG) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $7.76B of Essential Utilities stock for Q1 2021, down 9.7% quarter-over-quarter.
  • 59 funds opened new Essential Utilities positions in Q1 2021 and 54 closed out, a net change of +5 holders.
  • The largest Essential Utilities buyer in Q1 2021 was BlackRock, an estimated $56.7M added.
  • The largest Essential Utilities seller in Q1 2021 was Pictet Asset Management (UK), an estimated $113M sold.

Based on aggregated 13F filings for Q1 2021.