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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IIC
451
Ironwood Investment Counsel
Arizona
$273K – – –
AWM
452
Accel Wealth Management
Iowa
$269K -$42.4K -790 -14%
CI Investments Inc
453
CI Investments Inc
Ontario, Canada
$269K -$36.6K -683 -12%
NFG
454
Nations Financial Group
Iowa
$269K – – –
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K – – –
RHBC
456
R.H. Bluestein & Co
Michigan
$268K – – –
CCFCSB
457
Cape Cod Five Cents Savings Bank
Massachusetts
$267K – – –
LW
458
Linscomb Wealth
Texas
$265K +$698 +13 +0.3%
EIP
459
Ellis Investment Partners
Pennsylvania
$265K +$20.6K +385 +8%
LS
460
Livforsakringsbolaget Skandia
Sweden
$263K -$263K -4,900 -50%
AAM
461
Advisors Asset Management
Colorado
$262K +$118K +2,192 +81%
WB
462
WesBanco Bank
West Virginia
$261K – – –
AP
463
Advisor Partners
California
$261K +$3.01K +56 +1%
HIC
464
Hartline Investment Corp
Illinois
$251K – – –
JF
465
Jump Financial
Illinois
$248K +$248K +4,614 New
HCM
466
Howland Capital Management
Massachusetts
$247K – – –
EA
467
Emerald Advisers
Pennsylvania
$239K -$29.5K -550 -11%
HL
468
HeadInvest LLC
Maine
$234K – – –
6M
469
6 Meridian
Kansas
$232K +$232K +4,313 New
FMBTD
470
First Midwest Bank Trust Division
Illinois
$231K +$231K +4,300 New
MCC
471
Money Concepts Capital
Florida
$231K +$231K +4,303 New
CCMG
472
Clark Capital Management Group
Pennsylvania
$228K +$228K +4,254 New
BC
473
Bridgefront Capital
Texas
$227K +$227K +4,228 New
LAM
474
Lountzis Asset Management
Pennsylvania
$225K – – –
MS
475
Madden Securities
Texas
$224K -$263K -4,900 -54%
17 18
19
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