Essential Utilities
WTRG
595 hedge funds and large institutions have $7.96B invested in Essential Utilities in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 184 reducing their positions, and 42 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
87% more call options, than puts
Call options by funds: $5.27M | Put options by funds: $2.82M
31% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 42
1% more funds holding
Funds holding: 588 → 595 (+7)
5% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 184
0% less capital invested
Capital invested by funds: $7.99B → $7.96B (-$27.8M)
1% less ownership
Funds ownership: 71.32% → 70.32% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$56.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$43.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$33.1M |
| 4 |
ZP
Zimmer Partners
New York
|
+$24.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$117M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$88M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$61.5M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$43.6M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$26.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOV
626
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$86K | -1,875 | Closed |
|
627
Jones Financial Companies
Des Peres,
Missouri
| – | -$32K | -700 | Closed |
|
|
WP
628
WealthShield Partners
Cary,
North Carolina
| – | -$30K | -660 | Closed |
|
|
SB
629
Strategic Blueprint
Atlanta,
Georgia
| – | -$29K | -629 | Closed |
|
|
RDWM
630
Red Door Wealth Management
Memphis,
Tennessee
| – | -$17K | -375 | Closed |
|
|
AAP
631
Arax Advisory Partners
Denver,
Colorado
| – | -$14K | -300 | Closed |
|
|
TWP
632
TFO Wealth Partners
Maumee,
Ohio
| – | -$14K | -300 | Closed |
|
|
PGWM
633
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$11K | -250 | Closed |
|
|
PWP
634
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$6K | -135 | Closed |
|
|
EBSAM
635
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| – | -$6K | -125 | Closed |
|
|
CFO
636
CVA Family Office
Denver,
Colorado
| – | -$5K | -115 | Closed |
|
637
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| – | -$1K | -25 | Closed |
|
WTRG Hedge Fund Activity: Q3 2021 in Review
595 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2021, worth a combined $7.96B — down 0.35% from $7.99B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new WTRG positions and 42 closed out — a net gain of 13 holders — while 194 added to existing stakes and 184 trimmed.
The largest buyer was Impax Asset Management Group, adding an estimated $56.7M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $117M.
- 595 institutional investors held Essential Utilities (WTRG) as of Q3 2021, up from 588 in Q2 2021.
- Funds reported $7.96B of Essential Utilities stock for Q3 2021, down 0.35% quarter-over-quarter.
- 55 funds opened new Essential Utilities positions in Q3 2021 and 42 closed out, a net change of +13 holders.
- The largest Essential Utilities buyer in Q3 2021 was Impax Asset Management Group, an estimated $56.7M added.
- The largest Essential Utilities seller in Q3 2021 was Mitsubishi UFJ Trust & Banking, an estimated $117M sold.
Based on aggregated 13F filings for Q3 2021.