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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 %
TCM
326
Teza Capital Management
Illinois
$605K 11,266 +11,266 New
AWA
327
Aaron Wealth Advisors
Illinois
$603K 11,233 +405 +4%
ECM
328
ExodusPoint Capital Management
New York
$588K 10,961 -49,562 -82%
SPC
329
Sigma Planning Corp
Michigan
$582K 10,846 -441 -4%
DHGWA
330
Dixon Hughes Goodman Wealth Advisors
North Carolina
$580K 10,802 +10,802 New
TW
331
TrinityPoint Wealth
Connecticut
$578K 10,767 +1 +0%
Bank Julius Baer & Co
332
Bank Julius Baer & Co
Switzerland
$574K 10,700 – –
BAMF
333
BI Asset Management Fondsmaeglerselskab
Denmark
$559K 10,418 – –
AWM
334
Axxcess Wealth Management
California
$558K 10,395 +10,395 New
CIBC Asset Management
335
CIBC Asset Management
Ontario, Canada
$554K 10,324 +333 +3%
ECM
336
EagleClaw Capital Management
Massachusetts
$550K 10,239 – –
American Century Companies
337
American Century Companies
Missouri
$546K 10,172 +1,762 +21%
MUAMU
338
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$537K 10,000 – –
KeyBank National Association
339
KeyBank National Association
Ohio
$534K 9,942 -1,030 -9%
JWCA
340
J.W. Cole Advisors
Florida
$533K 9,934 +11 +0.1%
FWCM
341
Ferguson Wellman Capital Management
Oregon
$530K 9,872 – –
ACM
342
AlphaCrest Capital Management
New York
$528K 9,831 +4,068 +71%
GVAG
343
Great Valley Advisor Group
Delaware
$523K 9,772 -263 -3%
SWM
344
SeaCrest Wealth Management
New York
$523K 9,747 – –
BCM
345
Blume Capital Management
California
$521K 9,700 – –
D
346
Diversified
Delaware
$520K 9,690 +7 +0.1%
BAM
347
Barrett Asset Management
New York
$519K 9,674 +1,250 +15%
Robeco Institutional Asset Management
348
Robeco Institutional Asset Management
Netherlands
$516K 9,619 +97 +1%
CTC
349
Central Trust Company
Missouri
$514K 9,589 -714 -7%
PA
350
Pinnacle Associates
New York
$513K 9,562 -600 -6%
12 13
14
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