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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 %
BlackRock
1
BlackRock
New York
$1.13B 24,606,017 +15,561 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B 23,674,015 -1,817,213 -7%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$998M 21,661,095 – –
State Street
4
State Street
Massachusetts
$552M 11,969,751 +142,412 +1%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$255M 5,531,290 +1,171,223 +27%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$203M 4,415,290 +4,415,290 New
Invesco
7
Invesco
Georgia
$166M 3,608,852 +342,951 +11%
Norges Bank
8
Norges Bank
Norway
$159M 3,460,128 -332,527 -9%
Amundi
9
Amundi
France
$142M 3,070,793 +257,761 +9%
Northern Trust
10
Northern Trust
Illinois
$130M 2,826,709 +4,991 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$129M 2,807,406 +19,705 +0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$114M 2,464,392 -40,702 -2%
Legal & General Group
13
Legal & General Group
United Kingdom
$113M 2,450,737 -41,491 -2%
Jennison Associates
14
Jennison Associates
New York
$108M 2,345,183 +247,490 +12%
Cohen & Steers
15
Cohen & Steers
New York
$97.7M 2,121,150 -18,079 -0.8%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$84M 1,792,920 +441,729 +33%
Franklin Resources
17
Franklin Resources
California
$83M 1,801,168 -42,746 -2%
NI
18
Nuance Investments
Missouri
$75.6M 1,639,825 -1,269,200 -44%
Morgan Stanley
19
Morgan Stanley
New York
$66.5M 1,444,211 +166,585 +13%
Charles Schwab
20
Charles Schwab
California
$61.1M 1,326,303 +55,596 +4%
Principal Financial Group
21
Principal Financial Group
Iowa
$59.5M 1,290,701 +43,157 +3%
DPIM
22
Duff & Phelps Investment Management
Illinois
$57.6M 1,249,510 -220,536 -15%
AAMU
23
AEGON Asset Management (UK)
United Kingdom
$57.3M 1,243,341 +6,240 +0.5%
First Trust Advisors
24
First Trust Advisors
Illinois
$56.3M 1,220,780 +262,130 +27%
Citadel Advisors
25
Citadel Advisors
Florida
$50.8M 1,103,220 +899,850 +442%
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