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Essential Utilities
WTRG

Overview Fund Activity

586 hedge funds and large institutions have $7.94B invested in Essential Utilities in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 62 closing their positions.

Holders
586
Holders Change
-9
Holders Change %
-1.51%
% of All Funds
10.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
190
Reduced
175
Closed
62
Calls
$4.16M
Puts
$3.12M
Net Calls
+$1.04M
Net Calls Change
-$1.43M

Top Buyers

1
Amundi
1
Amundi
France
$129M
2
State Street
2
State Street
Massachusetts
$541M
3
NIPH
3
NN Investment Partners Holdings
Netherlands
$15.9M
4
Canada Life
4
Canada Life
Manitoba, Canada
$28.5M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$199M

Top Sellers

1
CVA
1
Ceredex Value Advisors
Florida
$16M
2
Norges Bank
2
Norges Bank
Norway
$173M
3
RT
3
Rockland Trust
Massachusetts
$1.18M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
ZP
5
Zimmer Partners
New York
$9.92M
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$4.02M 87,997 -17,436 -17%
Stifel Financial
127
Stifel Financial
Missouri
$3.83M 83,720 +489 +0.6%
FNC
128
First National Corp
Massachusetts
$3.8M 90,021 -24,337 -21%
SBL
129
Sargent Bickham Lagudis
Colorado
$3.8M 83,084 -7,904 -9%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$3.76M 82,339 +1,515 +2%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$3.73M 81,618 -4,160 -5%
Osaic Holdings
132
Osaic Holdings
Arizona
$3.69M 80,660 +5,421 +7%
Truist Financial
133
Truist Financial
North Carolina
$3.68M 80,518 -5,337 -6%
AIP
134
Ameritas Investment Partners
Nebraska
$3.65M 79,905 +1,764 +2%
ERSOT
135
Employees Retirement System of Texas
Texas
$3.51M 76,875 +46,000 +149%
LPL Financial
136
LPL Financial
California
$3.51M 76,843 +5,781 +8%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$3.48M 76,230 +1,880 +3%
SFI
138
Susquehanna Fundamental Investments
Pennsylvania
$3.44M 75,316 -8,810 -10%
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$3.44M 75,308 +40,000 +113%
BFA
140
Benedict Financial Advisors
Georgia
$3.42M 74,874 -3 -0%
Creative Planning
141
Creative Planning
Kansas
$3.31M 72,492 -8,979 -11%
RIM
142
Redpoint Investment Management
Australia
$3.27M 71,463 -16,309 -19%
AAF
143
Andra AP-fonden
Sweden
$3.25M 71,100 +71,100 New
HPIA
144
Hamilton Point Investment Advisors
North Carolina
$3.22M 70,494 -461 -0.6%
SI
145
Stephens Inc
Arkansas
$3.18M 69,621 +7,648 +12%
TYCC
146
Texas Yale Capital Corp
Florida
$3.07M 67,073 +1,925 +3%
ASRS
147
Arizona State Retirement System
Arizona
$3.01M 65,859 -1,323 -2%
LA
148
Legacy Advisors
Pennsylvania
$2.94M 64,215 – –
RCM
149
Radnor Capital Management
Pennsylvania
$2.89M 63,270 – –
CFB
150
Cullen/Frost Bankers
Texas
$2.83M 61,939 -2,110 -3%
4 5
6
7 8