WTRG icon

Essential Utilities
WTRG

Overview Fund Activity

643 hedge funds and large institutions have $9.55B invested in Essential Utilities in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 228 increasing their positions, 170 reducing their positions, and 45 closing their positions.

Holders
643
Holders Change
+51
Holders Change %
+8.61%
% of All Funds
9.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
102
Increased
228
Reduced
170
Closed
45
Calls
$4.33M
Puts
$1.1M
Net Calls
+$3.23M
Net Calls Change
+$779K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.43B
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$292M
3
State Street
3
State Street
Massachusetts
$686M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.31B
5
Millennium Management
5
Millennium Management
New York
$50.9M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$31.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.27M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.71M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.43B 26,705,089 +2,099,072 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.31B 24,453,443 +779,428 +3%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.16B 21,661,095 – –
State Street
4
State Street
Massachusetts
$686M 12,769,899 +800,148 +7%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$298M 5,554,494 +23,204 +0.4%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$292M 5,431,693 +1,016,403 +23%
Invesco
7
Invesco
Georgia
$201M 3,737,877 +129,025 +4%
Norges Bank
8
Norges Bank
Norway
$198M 3,682,059 +221,931 +6%
Amundi
9
Amundi
France
$187M 3,540,235 +469,442 +15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$159M 2,959,223 +151,817 +5%
Northern Trust
11
Northern Trust
Illinois
$158M 2,948,250 +121,541 +4%
Legal & General Group
12
Legal & General Group
United Kingdom
$136M 2,525,160 +74,423 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$131M 2,443,615 -20,777 -0.8%
Jennison Associates
14
Jennison Associates
New York
$122M 2,277,846 -67,337 -3%
Cohen & Steers
15
Cohen & Steers
New York
$117M 2,178,852 +57,702 +3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$93.1M 1,741,384 -51,536 -3%
Franklin Resources
17
Franklin Resources
California
$91.3M 1,700,504 -100,664 -6%
DPIM
18
Duff & Phelps Investment Management
Illinois
$87M 1,621,327 +371,817 +30%
Charles Schwab
19
Charles Schwab
California
$75.5M 1,405,589 +79,286 +6%
First Trust Advisors
20
First Trust Advisors
Illinois
$72.2M 1,344,136 +123,356 +10%
AAMU
21
AEGON Asset Management (UK)
United Kingdom
$66.8M 1,244,014 +673 +0.1%
Principal Financial Group
22
Principal Financial Group
Iowa
$66.6M 1,240,402 -50,299 -4%
Citadel Advisors
23
Citadel Advisors
Florida
$57.6M 1,072,326 -30,894 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$56.8M 1,058,647 +37,045 +4%
TIA
25
Tandem Investment Advisors
South Carolina
$56.4M 1,049,854 +32,613 +3%
1
2 3 4 5