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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 %
SFI
126
Susquehanna Fundamental Investments
Pennsylvania
$3.77M +$141K +3,156 +4%
Stifel Financial
127
Stifel Financial
Missouri
$3.73M -$40.5K -905 -1%
SLA
128
Silver Lake Advisory
Utah
$3.7M +$60.9K +1,360 +2%
SOMRS
129
State of Michigan Retirement System
Michigan
$3.7M +$62.7K +1,400 +2%
Creative Planning
130
Creative Planning
Kansas
$3.65M -$126K -2,818 -3%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$3.62M +$92.1K +2,058 +3%
AIP
132
Ameritas Investment Partners
Nebraska
$3.54M -$20.9K -461 -0.6%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$3.44M +$2.19K +49 +0.1%
Osaic Holdings
134
Osaic Holdings
Arizona
$3.37M +$48.1K +1,076 +1%
BFA
135
Benedict Financial Advisors
Georgia
$3.35M +$55.9K +1,248 +2%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$3.33M – – –
LPL Financial
137
LPL Financial
California
$3.18M +$187K +4,173 +6%
HPIA
138
Hamilton Point Investment Advisors
North Carolina
$3.18M +$5.46K +122 +0.2%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$3.12M -$1.23M -27,524 -28%
PAM
140
Panagora Asset Management
Massachusetts
$3.08M +$47.7K +1,065 +2%
ASRS
141
Arizona State Retirement System
Arizona
$3.01M +$17.8K +398 +0.6%
TYCC
142
Texas Yale Capital Corp
Florida
$2.92M -$31.8K -710 -1%
LA
143
Legacy Advisors
Pennsylvania
$2.87M – – –
CFB
144
Cullen/Frost Bankers
Texas
$2.87M -$13.4K -299 -0.5%
ECM
145
ExodusPoint Capital Management
New York
$2.85M +$2.85M +63,633 New
RCM
146
Radnor Capital Management
Pennsylvania
$2.83M -$820K -18,332 -22%
SI
147
Stephens Inc
Arkansas
$2.77M +$270K +6,040 +11%
DnB Asset Management
148
DnB Asset Management
Norway
$2.74M +$434K +9,692 +19%
YIA
149
YHB Investment Advisors
Connecticut
$2.73M -$8.74K -185 -0.3%
WMSA
150
Weiss Multi-Strategy Advisers
New York
$2.63M +$185K +4,137 +8%
4 5
6
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