WTRG icon

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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.16B 25,491,228 +233,372 +0.9%
BlackRock
2
BlackRock
New York
$1.12B 24,590,456 -112,026 -0.5%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$990M 21,661,095 – –
State Street
4
State Street
Massachusetts
$541M 11,827,339 +1,086,312 +10%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$208M 4,554,172 +12,053 +0.3%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$199M 4,360,067 +318,990 +8%
Norges Bank
7
Norges Bank
Norway
$173M 3,792,655 -255,694 -6%
Invesco
8
Invesco
Georgia
$149M 3,265,901 +298,670 +10%
NI
9
Nuance Investments
Missouri
$133M 2,909,025 +23,520 +0.8%
Northern Trust
10
Northern Trust
Illinois
$129M 2,821,718 -30,732 -1%
Amundi
11
Amundi
France
$129M 2,813,032 +2,813,032 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$127M 2,787,701 +44,813 +2%
Mitsubishi UFJ Trust & Banking
13
Mitsubishi UFJ Trust & Banking
Japan
$119M 2,551,514 -12,958 -0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$114M 2,505,094 -24,351 -1%
Legal & General Group
15
Legal & General Group
United Kingdom
$114M 2,492,228 -55,021 -2%
Cohen & Steers
16
Cohen & Steers
New York
$97.8M 2,139,229 +100,824 +5%
Jennison Associates
17
Jennison Associates
New York
$95.9M 2,097,693 -106,921 -5%
KBC Group
18
KBC Group
Belgium
$87.1M 1,905,546 +60,730 +3%
Franklin Resources
19
Franklin Resources
California
$84.3M 1,843,914 -217 -0%
DPIM
20
Duff & Phelps Investment Management
Illinois
$67.2M 1,470,046 -5,950 -0.4%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$62.3M 1,351,191 -21,864 -2%
Morgan Stanley
22
Morgan Stanley
New York
$58.4M 1,277,626 -195,216 -13%
Charles Schwab
23
Charles Schwab
California
$58.1M 1,270,707 +51,708 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$57M 1,247,544 -154,992 -11%
AAMU
25
AEGON Asset Management (UK)
United Kingdom
$56.5M 1,237,101 -167,476 -12%
1
2 3 4 5