WTRG Institutional Ownership
Essential Utilities, Inc.
1W: -0.4%
1M: -5.3%
3M: +1.8%
YTD: +2.7%
1Y: +2.3%
3Y: +23.8%
5Y: -5.2%
$39.38
+0.71 (+1.84%)
Weekly Expected Move ±2.1%
$38
$39
$39
$40
$41
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Institutional Ownership — WTRG
766
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$9B
Total Invested
81
New Positions
257
Increased
304
Reduced
69
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (843 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 33,433,285 | $1.3B | +1,863,880 | +5.9% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16,340,786 | $644M | -148,565 | -0.9% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 13,119,170 | $517M | +687,688 | +5.5% | 26Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 12,782,196 | $503M | +120,517 | +1.0% | 2Q | SEC ↗ |
| 5 | NORGES BANK NEW | 6,489,675 | $256M | — | +0.0% | 1Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 5,279,933 | $208M | +55,890 | +1.1% | 26Q | SEC ↗ |
| 7 | NORDEA INVESTMENT MANAGEMENT AB | 5,119,221 | $202M | -2,367,235 | -31.6% | 26Q | SEC ↗ |
| 8 | Amundi | 4,333,385 | $171M | -206,168 | -4.5% | 21Q | SEC ↗ |
| 9 | MILLENNIUM MANAGEMENT LLC | 4,153,002 | $164M | +90,520 | +2.2% | 8Q | SEC ↗ |
| 10 | AQR Arbitrage LLC | 3,858,057 | $152M | +720,838 | +23.0% | 3Q | SEC ↗ |
| 11 | Legal & General Group Plc | 3,504,219 | $138M | +95,371 | +2.8% | 26Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 3,398,595 | $134M | +559,317 | +19.7% | 15Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 3,299,746 | $130M | +97,899 | +3.1% | 26Q | SEC ↗ |
| 14 | MORGAN STANLEY | 3,276,730 | $129M | +57,681 | +1.8% | 26Q | SEC ↗ |
| 15 | ANTIPODES PARTNERS Ltd | 3,266,286 | $129M | +247,471 | +8.2% | 4Q | SEC ↗ |
| 16 | Balyasny Asset Management L.P. | 3,229,542 | $127M | +140,917 | +4.6% | 3Q | SEC ↗ |
| 17 | DIMENSIONAL FUND ADVISORS LP | 3,006,373 | $118M | +124,883 | +4.3% | 26Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 2,753,727 | $108M | +561,748 | +25.6% | 26Q | SEC ↗ |
| 19 | Pictet Asset Management Holding SA | 2,524,042 | $99M | -1,081,409 | -30.0% | 12Q | SEC ↗ |
| 20 | Boston Trust Walden Corp | 2,463,461 | $97M | -17,987 | -0.7% | 12Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 2,413,662 | $95M | -109,402 | -4.3% | 26Q | SEC ↗ |
| 22 | Invesco Ltd. | 2,401,088 | $95M | -1,868,550 | -43.8% | 26Q | SEC ↗ |
| 23 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 2,243,125 | $88M | -110,480 | -4.7% | 3Q | SEC ↗ |
| 24 | FIRST TRUST ADVISORS LP | 2,092,331 | $82M | +180,720 | +9.5% | 26Q | SEC ↗ |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 2,086,569 | $82M | +804,561 | +62.8% | 3Q | SEC ↗ |
| 26 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,054,683 | $81M | -134,101 | -6.1% | 15Q | SEC ↗ |
| 27 | Sixth Street Partners Management Compa NEW | 1,992,288 | $78M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,992,288 | $78M | +6,457 | +0.3% | 15Q | SEC ↗ |
| 29 | FIL Ltd | 1,950,669 | $77M | -2,113 | -0.1% | 12Q | SEC ↗ |
| 30 | Empower Advisory Group, LLC | 1,871,675 | $74M | +63,036 | +3.5% | 14Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 1,794,358 | $71M | +33,425 | +1.9% | 2Q | SEC ↗ |
| 32 | NEXPOINT ASSET MANAGEMENT, L.P. NEW | 1,780,349 | $70M | — | +0.0% | 1Q | SEC ↗ |
| 33 | AQR CAPITAL MANAGEMENT LLC | 1,776,094 | $70M | +618,696 | +53.5% | 26Q | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 1,774,130 | $70M | -1,504,554 | -45.9% | 2Q | SEC ↗ |
| 35 | LMR Partners LLP | 1,628,583 | $64M | +1,087,463 | +201.0% | 3Q | SEC ↗ |
| 36 | UBS Group AG | 1,525,066 | $60M | +448,314 | +41.6% | 26Q | SEC ↗ |
| 37 | CITIGROUP INC | 1,503,622 | $59M | +623,904 | +70.9% | 26Q | SEC ↗ |
| 38 | Gotham Asset Management, LLC | 1,443,959 | $57M | +530,422 | +58.1% | 21Q | SEC ↗ |
| 39 | FRANKLIN RESOURCES INC | 1,383,319 | $54M | +16,502 | +1.2% | 22Q | SEC ↗ |
| 40 | Ensign Peak Advisors, Inc | 1,344,324 | $53M | -2,790 | -0.2% | 26Q | SEC ↗ |
| 41 | Epoch Investment Partners, Inc. | 1,282,362 | $50M | +92,432 | +7.8% | 10Q | SEC ↗ |
| 42 | ALLIANCEBERNSTEIN L.P. | 1,268,732 | $50M | +360,742 | +39.7% | 26Q | SEC ↗ |
| 43 | Magnetar Financial LLC | 1,258,246 | $50M | +54,561 | +4.5% | 4Q | SEC ↗ |
| 44 | SG Americas Securities, LLC | 1,247,728 | $49M | +1,220,825 | +4537.9% | 6Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 1,234,270 | $49M | -1,076,079 | -46.6% | 13Q | SEC ↗ |
| 46 | UBS AM, a distinct business unit of UB | 1,133,353 | $45M | +49,216 | +4.5% | 26Q | SEC ↗ |
| 47 | Grantham, Mayo, Van Otterloo & Co. LLC | 980,246 | $39M | +231,432 | +30.9% | 2Q | SEC ↗ |
| 48 | FMR LLC | 968,932 | $38M | +243,960 | +33.7% | 26Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 899,973 | $35M | -573,659 | -38.9% | 15Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS | 821,077 | $32M | -8,310 | -1.0% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 6,489,675 | $256M |
| Sixth Street Partners Management Co | 1,992,288 | $78M |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1,780,349 | $70M |
| ALGERT GLOBAL LLC | 321,500 | $13M |
| ING GROEP NV | 258,000 | $10M |
| RENAISSANCE TECHNOLOGIES LLC | 235,283 | $9M |
| Jupiter Topco LLC | 118,200 | $5M |
| Man Group plc | 80,000 | $3M |
| Odyssean, LLC | 79,254 | $3M |
| GREAT LAKES ADVISORS, LLC | 78,045 | $3M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 78,000 | $3M |
| Jain Global LLC | 56,012 | $2M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 39,464 | $2M |
| Capital Innovations LLC | 36,596 | $1M |
| NINE MASTS CAPITAL Ltd | 30,000 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 27,231 | $1M |
| GABELLI & Co INVESTMENT ADVISERS, I | 23,763 | $936K |
| TWO SIGMA INVESTMENTS, LP | 20,318 | $800K |
| Willow Creek Capital Management, In | 18,417 | $725K |
| TWO SIGMA SECURITIES, LLC | 16,350 | $644K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AVIVA PLC | 387,540 | $15M |
| Swedbank AB | 373,159 | $15M |
| DEPRINCE RACE & ZOLLO INC | 231,228 | $9M |
| BTG Pactual Asset Management US LLC | 217,672 | $9M |
| FJARDE AP-FONDEN /FOURTH SWEDISH NA | 181,286 | $7M |
| Woodline Partners LP | 151,351 | $6M |
| Jefferies Financial Group Inc. | 133,752 | $5M |
| Y-Intercept (Hong Kong) Ltd | 113,084 | $4M |
| Mitsubishi UFJ Trust & Banking Corp | 112,287 | $4M |
| DANSKE BANK A/S | 103,209 | $4M |
| Asset Management One Co., Ltd. | 102,722 | $4M |
| Mn Services Vermogensbeheer B.V. | 98,275 | $4M |
| Pekao Towarzystwo Funduszy Inwestyc | 92,461 | $4M |
| Resona Asset Management Co.,Ltd. | 86,439 | $3M |
| Lansforsakringar Fondforvaltning AB | 83,188 | $3M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 81,263 | $3M |
| Tredje AP-fonden | 80,779 | $3M |
| ASR Vermogensbeheer N.V. | 80,705 | $3M |
| PRUDENTIAL PLC | 79,077 | $3M |
| Econ Financial Services Corp | 63,358 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +1,863,880 | +5.9% | 33,433,285 |
| SG Americas Securities, LLC | +1,220,825 | +4537.9% | 1,247,728 |
| LMR Partners LLP | +1,087,463 | +201.0% | 1,628,583 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +804,561 | +62.8% | 2,086,569 |
| AQR Arbitrage LLC | +720,838 | +23.0% | 3,858,057 |
| STATE STREET CORP | +687,688 | +5.5% | 13,119,170 |
| CITIGROUP INC | +623,904 | +70.9% | 1,503,622 |
| AQR CAPITAL MANAGEMENT LLC | +618,696 | +53.5% | 1,776,094 |
| JPMORGAN CHASE & CO | +561,748 | +25.6% | 2,753,727 |
| GOLDMAN SACHS GROUP INC | +559,317 | +19.7% | 3,398,595 |
| Gotham Asset Management, LLC | +530,422 | +58.1% | 1,443,959 |
| Schonfeld Strategic Advisors LLC | +503,900 | +2049.8% | 528,483 |
| Verition Fund Management LLC | +476,746 | +626.9% | 552,800 |
| UBS Group AG | +448,314 | +41.6% | 1,525,066 |
| ALLIANCEBERNSTEIN L.P. | +360,742 | +39.7% | 1,268,732 |
| CANADA PENSION PLAN INVESTMENT BOAR | +279,500 | +122.9% | 506,900 |
| ANTIPODES PARTNERS Ltd | +247,471 | +8.2% | 3,266,286 |
| FMR LLC | +243,960 | +33.7% | 968,932 |
| BANK OF NOVA SCOTIA | +234,016 | +462.6% | 284,606 |
| Grantham, Mayo, Van Otterloo & Co. | +231,432 | +30.9% | 980,246 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | -2,367,235 | -31.6% | 5,119,221 |
| Invesco Ltd. | -1,868,550 | -43.8% | 2,401,088 |
| Qube Research & Technologies Ltd | -1,504,554 | -45.9% | 1,774,130 |
| Assenagon Asset Management S.A. | -1,500,452 | -86.0% | 244,227 |
| TUDOR INVESTMENT CORP ET AL | -1,217,708 | -87.9% | 168,187 |
| Pictet Asset Management Holding SA | -1,081,409 | -30.0% | 2,524,042 |
| JANE STREET GROUP, LLC | -1,076,079 | -46.6% | 1,234,270 |
| PRICE T ROWE ASSOCIATES INC /MD | -1,043,524 | -68.1% | 489,451 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -854,666 | -57.4% | 633,877 |
| BANK OF AMERICA CORP /DE | -573,659 | -38.9% | 899,973 |
| Energy Income Partners, LLC | -432,434 | -86.8% | 65,916 |
| WELLINGTON MANAGEMENT GROUP LLP | -427,597 | -83.6% | 83,988 |
| Eurizon Capital SGR S.p.A. | -354,434 | -95.4% | 17,096 |
| TORONTO DOMINION BANK | -311,259 | -68.8% | 141,089 |
| D. E. Shaw & Co., Inc. | -286,297 | -51.3% | 272,252 |
| Susquehanna Portfolio Strategies, L | -274,403 | -93.3% | 19,851 |
| Amundi | -206,168 | -4.5% | 4,333,385 |
| Nuveen, LLC | -171,352 | -20.0% | 683,783 |
| New York Life Investment Management | -166,351 | -83.2% | 33,588 |
| Allianz Asset Management GmbH | -158,563 | -22.5% | 545,007 |