WTRG icon

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
1
BlackRock
New York
$1.11B
2
NI
2
Nuance Investments
Missouri
$129M
3
Invesco
3
Invesco
Georgia
$133M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$121M
5
Millennium Management
5
Millennium Management
New York
$26.4M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$203M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$62.2M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$40M
5
Morgan Stanley
5
Morgan Stanley
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
176
Federated Hermes
Pennsylvania
$1.74M -$341K -7,610 -16%
SAM
177
Shell Asset Management
Netherlands
$1.73M -$471K -10,526 -21%
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$1.71M -$48.4K -1,081 -3%
NA
179
NewEdge Advisors
Louisiana
$1.7M +$183K +4,099 +12%
NMIMC
180
Northwestern Mutual Investment Management Company
Wisconsin
$1.67M -$1.77M -39,494 -51%
FAB
181
First American Bank
Illinois
$1.66M +$194K +4,335 +13%
Prudential Financial
182
Prudential Financial
New Jersey
$1.66M +$8.91K +199 +0.5%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$1.65M -$17.7K -395 -1%
EM
184
ELCO Management
New York
$1.64M -$35.2K -787 -2%
FPFS
185
First Personal Financial Services
North Carolina
$1.63M +$72.7K +1,625 +5%
CS
186
Candriam SCA
Luxembourg
$1.62M – – –
State of Tennessee, Department of Treasury
187
State of Tennessee, Department of Treasury
Tennessee
$1.58M -$1.47M -32,924 -48%
TAM
188
Trillium Asset Management
Massachusetts
$1.58M +$181K +4,043 +13%
SOADOR
189
State of Alaska Department of Revenue
Alaska
$1.56M -$57.9K -1,295 -4%
CBT
190
Capital Bank & Trust
California
$1.56M – – –
CA
191
Continuum Advisory
Idaho
$1.53M – – –
Jane Street
192
Jane Street
New York
$1.52M -$244K -5,461 -14%
MWM
193
Modera Wealth Management
New Jersey
$1.51M -$46.6K -1,042 -3%
VanEck Associates
194
VanEck Associates
New York
$1.5M +$115K +2,567 +8%
GT
195
Glenmede Trust
Pennsylvania
$1.49M -$56.1K -1,255 -4%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$1.48M +$8.5K +190 +0.6%
VOYA Investment Management
197
VOYA Investment Management
Georgia
$1.45M -$1.27M -28,468 -47%
WSFS
198
Wilmington Savings Fund Society
Delaware
$1.45M -$20.7K -463 -1%
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M -$152K -3,400 -10%
OAM
200
Optimal Asset Management
California
$1.43M +$895K +20,000 +167%
6 7
8
9 10