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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 %
LBC
426
Lowe Brockenbrough & Co
Virginia
$314K 5,850 – –
IMRF
427
Illinois Municipal Retirement Fund
Illinois
$314K 5,843 – –
JIC
428
Joel Isaacson & Co
New York
$309K 5,758 – –
DC
429
Davenport & Co
Virginia
$306K 5,698 +122 +2%
PTC
430
Private Trust Company
Ohio
$305K 5,680 – –
UF
431
Univest Financial
Pennsylvania
$303K 5,636 – –
KPCM
432
Kings Point Capital Management
New York
$303K 5,646 +379 +7%
MWP
433
Meridian Wealth Partners
Pennsylvania
$301K 5,618 +5,618 New
William Blair & Company
434
William Blair & Company
Illinois
$298K 5,550 -104 -2%
BCA
435
Bay Colony Advisors
Massachusetts
$297K 5,535 – –
PD
436
Planning Directions
Pennsylvania
$296K 5,516 +179 +3%
MAM
437
Martingale Asset Management
Massachusetts
$296K 5,500 +5,500 New
SG
438
StoneX Group
New York
$291K 5,422 -1,320 -20%
Marshall Wace
439
Marshall Wace
United Kingdom
$291K 5,415 -9,236 -63%
I2I
440
Insight 2811 Inc
Illinois
$290K 5,394 +797 +17%
GT
441
Glenview Trust
Kentucky
$289K 5,392 – –
ZCM
442
Ziegler Capital Management
Illinois
$288K 5,355 -34 -0.6%
CG
443
Colony Group
Massachusetts
$282K 5,253 – –
BMWM
444
Brown Miller Wealth Management
Virginia
$282K 5,257 +4 +0.1%
PP
445
Pegasus Partners
Wisconsin
$278K 5,178 -3,382 -40%
CI
446
Cigna Investments
Connecticut
$278K 5,187 -1,650 -24%
CF
447
Centaurus Financial
California
$277K 5,166 +2 +0%
RFA
448
Reilly Financial Advisors
California
$275K 5,115 +5,115 New
FCBT
449
First Citizens Bank & Trust
North Carolina
$274K 5,100 +361 +8%
PP
450
Paloma Partners
Connecticut
$274K 5,100 +5,100 New
16 17
18
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