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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.

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 %
Caisse de Depot et Placement du Quebec (CDPQ)
601
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$890K -19,888 Closed
CFO
602
Colony Family Offices
North Carolina
– -$873K -19,500 Closed
WCM
603
Weld Capital Management
New York
– -$683K -15,262 Closed
SFS
604
Sowell Financial Services
Arkansas
– -$705K -15,225 Closed
MFS
605
Mirabella Financial Services
United Kingdom
– -$642K -14,337 Closed
MF
606
Magnetar Financial
Illinois
– -$616K -13,768 Closed
ESCM
607
Echo Street Capital Management
New York
– -$613K -13,709 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
608
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$600K -13,416 Closed
SFSG
609
Sound Financial Strategies Group
Mississippi
– -$587K -13,119 Closed
BC
610
Bridgefront Capital
Texas
– -$536K -11,969 Closed
SGI
611
Summit Global Investments
Utah
– -$534K -11,923 Closed
Mackenzie Financial
612
Mackenzie Financial
Ontario, Canada
– -$437K -9,764 Closed
CCMD
613
Cypress Capital Management (Delaware)
Delaware
– -$428K -9,559 Closed
BCCM
614
Bridge Creek Capital Management
Massachusetts
– -$394K -8,815 Closed
LIA
615
LS Investment Advisors
Michigan
– -$391K -8,738 Closed
YIH
616
Y-Intercept (HK)
Hong Kong
– -$340K -7,699 Closed
MWNA
617
Marshall Wace North America
New York
– -$337K -7,529 Closed
ONB
618
Old National Bancorp
Indiana
– -$328K -7,313 Closed
SM
619
Sciencast Management
New Jersey
– -$331K -7,306 Closed
AC
620
Athanor Capital
New York
– -$316K -7,070 Closed
PF
621
Phoenix Financial
Israel
– -$293K -6,636 Closed
QI
622
QS Investors
New York
– -$284K -6,340 Closed
MSFS
623
Main Street Financial Solutions
Pennsylvania
– -$274K -6,119 Closed
UB
624
UMB Bank
Missouri
– -$257K -5,743 Closed
MML Investors Services
625
MML Investors Services
Massachusetts
– -$248K -5,550 Closed
22 23 24
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