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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 %
ASRS
151
Arizona State Retirement System
Arizona
$3.02M 65,490 -369 -0.6%
VIA
152
Vident Investment Advisory
Georgia
$3.01M 65,252 +26,345 +68%
LA
153
Legacy Advisors
Pennsylvania
$2.96M 64,215 – –
CFB
154
Cullen/Frost Bankers
Texas
$2.85M 61,820 -119 -0.2%
ECM
155
ExodusPoint Capital Management
New York
$2.79M 60,523 +60,523 New
AIM
156
Arcadia Investment Management
Michigan
$2.78M 60,387 +10,352 +21%
YIA
157
YHB Investment Advisors
Connecticut
$2.66M 57,742 -44 -0.1%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$2.66M 57,663 +3,250 +6%
PAM
159
Panagora Asset Management
Massachusetts
$2.65M 57,586 -3,157 -5%
AC
160
Addison Capital
Pennsylvania
$2.64M 57,291 – –
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$2.63M 57,000 -1,000 -2%
HighTower Advisors
162
HighTower Advisors
Illinois
$2.62M 56,838 +1,990 +4%
AF
163
Advisornet Financial
Minnesota
$2.59M 56,227 +56,227 New
SOMRS
164
State of Michigan Retirement System
Michigan
$2.58M 55,993 -300 -0.5%
GC
165
Guggenheim Capital
Illinois
$2.48M 53,782 +14,459 +37%
Mitsubishi UFJ Asset Management
166
Mitsubishi UFJ Asset Management
Japan
$2.47M 53,537 – –
UIM
167
USS Investment Management
United Kingdom
$2.37M 51,460 +20,448 +66%
JCM
168
Jacobi Capital Management
Pennsylvania
$2.36M 51,119 -218 -0.4%
KTC
169
Kistler-Tiffany Companies
Pennsylvania
$2.29M 49,742 – –
DnB Asset Management
170
DnB Asset Management
Norway
$2.26M 49,046 +474 +1%
CT
171
Coastline Trust
Rhode Island
$2.17M 47,136 -910 -2%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$2.13M 46,300 – –
TA
173
TFG Advisers
Michigan
$2.13M 46,215 +430 +0.9%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$2.11M 45,755 -692 -1%
TIS
175
Tortoise Index Solutions
Kansas
$2.08M 45,190 +7,014 +18%
5 6
7
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