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Essential Utilities
WTRG

Overview Fund Activity

592 hedge funds and large institutions have $7.91B invested in Essential Utilities in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 182 reducing their positions, and 42 closing their positions.

Holders
592
Holders Change
+6
Holders Change %
+1.02%
% of All Funds
10.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
54
Increased
194
Reduced
182
Closed
42
Calls
$5.27M
Puts
$2.82M
Net Calls
+$2.45M
Net Calls Change
+$1.41M

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$203M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$255M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$31.5M
5
ZP
5
Zimmer Partners
New York
$33.2M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$6.01M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B
3
NI
3
Nuance Investments
Missouri
$75.6M
4
KBC Group
4
KBC Group
Belgium
$46.3M
5
Fidelity International
5
Fidelity International
Bermuda
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$6.57M 142,472 +82,641 +138%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$6.35M 137,375 -157,203 -53%
HPC
103
HM Payson & Co
Maine
$6.23M 135,229 +4,660 +4%
FNBTCON
104
First National Bank & Trust Co of Newtown
Pennsylvania
$6.02M 130,739 -834 -0.6%
Mitsubishi UFJ Trust & Banking
105
Mitsubishi UFJ Trust & Banking
Japan
$6.01M 130,460 -2,421,054 -95%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.97M 129,636 -2,403 -2%
FNC
107
First National Corp
Massachusetts
$5.79M 125,684 +35,663 +40%
Vontobel Holding
108
Vontobel Holding
Switzerland
$5.48M 118,823 +11,835 +11%
4WM
109
44 Wealth Management
Oregon
$5.41M 117,399 +1,096 +0.9%
FTC
110
Farmers Trust Company
Ohio
$5.37M 116,091 +1,350 +1%
BS
111
Boenning & Scattergood
Pennsylvania
$5.37M 116,436 -1,583 -1%
Asset Management One
112
Asset Management One
Japan
$5.27M 114,466 +4,818 +4%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$5.21M 113,152 +3,275 +3%
BRCM
114
Bright Rock Capital Management
Massachusetts
$5.14M 111,500 – –
MIM
115
MetLife Investment Management
New Jersey
$4.95M 107,438 -4,257 -4%
BBA
116
BLB&B Advisors
Pennsylvania
$4.79M 103,975 -1,140 -1%
Comerica Bank
117
Comerica Bank
Texas
$4.76M 101,377 -20,897 -17%
AQR Capital Management
118
AQR Capital Management
Connecticut
$4.62M 100,202 -115,889 -54%
Citigroup
119
Citigroup
New York
$4.55M 98,675 -13,754 -12%
CCB
120
Cutter & Co Brokerage
Missouri
$4.44M 96,416 -1,483 -2%
Brown Advisory
121
Brown Advisory
Maryland
$4.44M 96,388 -2,782 -3%
SDIC
122
South Dakota Investment Council
South Dakota
$4.35M 94,295 – –
Stifel Financial
123
Stifel Financial
Missouri
$4.16M 90,219 +6,499 +8%
M&T Bank
124
M&T Bank
New York
$4.11M 89,227 -2,364 -3%
AAF
125
Andra AP-fonden
Sweden
$4.08M 88,500 +17,400 +24%
3 4
5
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