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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 %
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$111K -2,342 Closed
PWM
627
Perigon Wealth Management
California
– -$97K -2,042 Closed
TPWA
628
TRUE Private Wealth Advisors
Oregon
– -$94K -2,000 Closed
BWM
629
Birchcreek Wealth Management
Ohio
– -$78K -1,657 Closed
CT
630
Clearstead Trust
Maine
– -$71K -1,500 Closed
RWA
631
Ropes Wealth Advisors
Massachusetts
– -$47K -1,000 Closed
DCM
632
Dupont Capital Management
Delaware
– -$33K -700 Closed
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
– -$32K -668 Closed
RF
634
Robbins Farley
New Hampshire
– -$18K -375 Closed
SIAG
635
Safeguard Investment Advisory Group
California
– -$16K -355 Closed
CCA
636
Childress Capital Advisors
Texas
– -$16K -299 Closed
VCG
637
Vantage Consulting Group
Virginia
– -$12K -253 Closed
SQA
638
Simon Quick Advisors
New Jersey
– -$12K -248 Closed
IA
639
Inspire Advisors
Idaho
– -$11K -223 Closed
RPWA
640
Regent Peak Wealth Advisors
Georgia
– -$8K -162 Closed
TC
641
Trust Company
Kansas
– -$7K -150 Closed
TFGT
642
TS Financial Group (TSFG)
Illinois
– -$5K -114 Closed
Group One Trading
643
Group One Trading
Illinois
– -$5K -100 Closed
LGA
644
Lebenthal Global Advisors
New York
– -$4K -99 Closed
PWPS
645
Pinnacle Wealth Planning Services
Ohio
– -$4K -94 Closed
SWM
646
Selective Wealth Management
Virginia
– -$2K -50 Closed
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