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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B 25,257,856 +372,656 +1%
BlackRock
2
BlackRock
New York
$1.11B 24,702,482 +1,255,280 +5%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$969M 21,661,095 – –
State Street
4
State Street
Massachusetts
$481M 10,741,027 +89,923 +0.8%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$203M 4,542,119 -2,510,454 -36%
Norges Bank
6
Norges Bank
Norway
$181M 4,048,349 -308,201 -7%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$181M 4,041,077 +491,686 +14%
Invesco
8
Invesco
Georgia
$133M 2,967,231 +658,060 +28%
NI
9
Nuance Investments
Missouri
$129M 2,885,505 +864,777 +43%
Northern Trust
10
Northern Trust
Illinois
$128M 2,852,450 +311,847 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$123M 2,742,888 +118,845 +5%
Mitsubishi UFJ Trust & Banking
12
Mitsubishi UFJ Trust & Banking
Japan
$121M 2,564,472 +576,728 +29%
Legal & General Group
13
Legal & General Group
United Kingdom
$114M 2,547,249 +99,603 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$113M 2,529,445 -82,052 -3%
AAMU
15
Amundi Asset Management US
Massachusetts
$103M 2,300,807 +305,864 +15%
Jennison Associates
16
Jennison Associates
New York
$98.7M 2,204,614 +5,072 +0.2%
Cohen & Steers
17
Cohen & Steers
New York
$91.2M 2,038,405 +240,800 +13%
KBC Group
18
KBC Group
Belgium
$82.6M 1,844,816 +323,884 +21%
Franklin Resources
19
Franklin Resources
California
$82.5M 1,844,131 -996 -0.1%
DPIM
20
Duff & Phelps Investment Management
Illinois
$66.1M 1,475,996 +242,925 +20%
Morgan Stanley
21
Morgan Stanley
New York
$65.9M 1,472,842 -834,650 -36%
AAMU
22
AEGON Asset Management (UK)
United Kingdom
$62.9M 1,404,577 -78,058 -5%
Principal Financial Group
23
Principal Financial Group
Iowa
$62.8M 1,402,536 +275,782 +24%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$62.2M 1,373,055 -1,103,401 -45%
Charles Schwab
25
Charles Schwab
California
$54.6M 1,218,999 +22,153 +2%
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