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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.

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
1
BlackRock
New York
$1.11B
2
NI
2
Nuance Investments
Missouri
$129M
3
Invesco
3
Invesco
Georgia
$133M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$121M
5
Millennium Management
5
Millennium Management
New York
$26.4M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$203M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$62.2M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$40M
5
Morgan Stanley
5
Morgan Stanley
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$11.1M -$75.7M -1,692,506 -87%
GI
77
Gradient Investments
Minnesota
$10.5M -$93K -2,079 -0.9%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$10.5M -$81.7K -1,826 -0.8%
ACI
79
AMP Capital Investors
Australia
$10.2M +$97K +2,173 +1%
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$9.1M -$1.08M -24,134 -11%
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$9.1M -$1.82M -40,755 -17%
MAM
82
Magellan Asset Management
Australia
$9.03M -$1.38M -30,737 -13%
MOACM
83
Mutual of America Capital Management
New York
$8.98M -$377K -8,426 -4%
CI
84
Cambiar Investors
Colorado
$8.62M +$2.47M +55,251 +40%
BC
85
Brookfield Corp
Ontario, Canada
$8.34M +$8.34M +186,430 New
SEI Investments
86
SEI Investments
Pennsylvania
$8.22M +$1.02M +22,798 +14%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$7.97M +$253K +5,653 +3%
Massachusetts Financial Services
88
Massachusetts Financial Services
Massachusetts
$7.87M +$298K +6,653 +4%
TPSF
89
Texas Permanent School Fund
Texas
$7.47M -$826K -18,454 -10%
FNFDCM
90
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.4M +$109K +2,441 +1%
COPPSERS
91
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.4M +$4.06M +90,736 +122%
WFG
92
Wills Financial Group
Virginia
$7.37M -$93.6K -2,092 -1%
Victory Capital Management
93
Victory Capital Management
Texas
$7.11M +$1.27M +28,462 +22%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$6.82M -$21.4K -478 -0.3%
Comerica Bank
95
Comerica Bank
Texas
$5.96M -$319K -6,657 -5%
HPC
96
HM Payson & Co
Maine
$5.87M – – –
BS
97
Boenning & Scattergood
Pennsylvania
$5.8M +$1.24M +27,605 +27%
Citigroup
98
Citigroup
New York
$5.64M -$855K -19,098 -13%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$5.63M +$232K +5,185 +4%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.62M +$419K +9,374 +8%
2 3
4
5 6