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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 %
HI
351
Humankind Investments
New York
$511K 9,520 +1,099 +13%
TWP
352
Tower Wealth Partners
Pennsylvania
$489K 9,114 -623 -6%
BWM
353
Blossom Wealth Management
California
$488K 9,085 +660 +8%
RFA
354
RTD Financial Advisors
Pennsylvania
$488K 9,103 +9,103 New
MW
355
Marcum Wealth
Ohio
$487K 9,072 -13 -0.1%
LWMG
356
Levy Wealth Management Group
Pennsylvania
$485K 9,038 -209 -2%
HWM
357
HB Wealth Management
Georgia
$477K 8,884 +8,884 New
AAS
358
Avantax Advisory Services
Texas
$472K 8,794 -275 -3%
FWIA
359
Fort Washington Investment Advisors
Ohio
$471K 8,769 -1,000 -10%
BHIA
360
Birch Hill Investment Advisors
Massachusetts
$468K 8,711 +2,045 +31%
FIA
361
Foundations Investment Advisors
Arizona
$461K 9,096 – –
BMSSC
362
B. Metzler seel. Sohn & Co
Germany
$448K 8,385 +1,186 +16%
AWM
363
Apollon Wealth Management
South Carolina
$445K 8,291 +3,041 +58%
GP
364
Girard Partners
Pennsylvania
$443K 8,259 +7 +0.1%
BFM
365
Boothbay Fund Management
New York
$443K 8,259 +8,259 New
GJIC
366
Gamble Jones Investment Counsel
California
$439K 8,168 – –
SWA
367
Stratos Wealth Advisors
Ohio
$436K 8,120 -76 -0.9%
HSA
368
HBK Sorce Advisory
Pennsylvania
$436K 8,121 +39 +0.5%
ALAM
369
Asahi Life Asset Management
Japan
$434K 8,080 +4,000 +98%
Chevy Chase Trust
370
Chevy Chase Trust
Maryland
$430K 8,000 – –
CC
371
Cannell & Co
New York
$425K 7,925 – –
NC
372
NewSquare Capital
Pennsylvania
$419K 7,810 – –
NIMI
373
Natixis Investment Managers International
France
$418K 7,804 -2,335 -23%
GAM
374
Gotham Asset Management
New York
$418K 7,793 -1,936 -20%
LDFR
375
Lehman & Derafelo Financial Resources
Pennsylvania
$417K 7,774 – –
13 14
15
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