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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 %
E
126
Ergoteles
New York
$4.03M 87,422 +87,422 New
CHAM
127
Clear Harbor Asset Management
Connecticut
$4.02M 87,331 -1,920 -2%
Osaic Holdings
128
Osaic Holdings
Arizona
$4.01M 86,860 +6,200 +8%
NIPH
129
NN Investment Partners Holdings
Netherlands
$3.93M 85,166 -261,900 -75%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$3.87M 84,007 +2,389 +3%
LPL Financial
131
LPL Financial
California
$3.86M 83,668 +6,825 +9%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$3.8M 82,254 -16,627 -17%
RCM
133
Radnor Capital Management
Pennsylvania
$3.76M 81,602 +18,332 +29%
SLA
134
Silver Lake Advisory
Utah
$3.76M 81,480 -839 -1%
SBL
135
Sargent Bickham Lagudis
Colorado
$3.7M 80,272 -2,812 -3%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$3.66M 79,506 -2,833 -3%
AIP
137
Ameritas Investment Partners
Nebraska
$3.64M 79,026 -879 -1%
Creative Planning
138
Creative Planning
Kansas
$3.55M 77,092 +4,600 +6%
ERSOT
139
Employees Retirement System of Texas
Texas
$3.54M 76,875 – –
SG Americas Securities
140
SG Americas Securities
New York
$3.48M 75,578 -12,419 -14%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$3.47M 75,237 -993 -1%
Swedbank
142
Swedbank
Sweden
$3.46M 75,149 -41,855 -36%
Truist Financial
143
Truist Financial
North Carolina
$3.46M 75,119 -5,399 -7%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$3.44M 74,556 -45,685 -38%
BFA
145
Benedict Financial Advisors
Georgia
$3.43M 74,494 -380 -0.5%
SI
146
Stephens Inc
Arkansas
$3.29M 71,285 +1,664 +2%
HPIA
147
Hamilton Point Investment Advisors
North Carolina
$3.24M 70,297 -197 -0.3%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$3.16M 68,487 -6,821 -9%
TYCC
149
Texas Yale Capital Corp
Florida
$3.1M 67,258 +185 +0.3%
RIM
150
Redpoint Investment Management
Australia
$3.02M 65,605 -5,858 -8%
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