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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 %
III
476
Independent Investors Inc
New York
$224K 4,166 +4,166 New
WSCM
477
Wellington Shields Capital Management
New York
$224K 4,166 +4,166 New
APA
478
American Portfolios Advisors
New York
$223K 4,158 – –
MSFS
479
Main Street Financial Solutions
Pennsylvania
$223K 4,149 +4,149 New
LOAMS
480
Lombard Odier Asset Management (Switzerland)
Switzerland
$223K 4,149 +4,149 New
GW
481
GW & Wade
Massachusetts
$222K 4,137 +4,137 New
EI
482
Ethic Inc
New York
$221K 4,124 -2,661 -39%
KPWS
483
Kestra Private Wealth Services
Texas
$220K 4,104 +4,104 New
TI
484
Tidal Investments
Wisconsin
$219K 4,075 +4,075 New
CL
485
Choreo LLC
Illinois
$216K 4,015 +4,015 New
TMAM
486
Tokio Marine Asset Management
Japan
$213K 3,975 +3,975 New
SCA
487
Stillwater Capital Advisors
Pennsylvania
$212K 3,957 +3,957 New
WANY
488
Wealthspire Advisors (New York)
New York
$211K 3,924 +3,924 New
CA
489
Calton & Associates
Florida
$206K 3,849 +3,849 New
PNC
490
Park National Corp
Ohio
$205K 3,822 +3,822 New
GC
491
Gratus Capital
Georgia
$201K 3,750 +3,750 New
BBPWM
492
Blue Bell Private Wealth Management
Pennsylvania
$199K 3,710 +3,710 New
Bessemer Group
493
Bessemer Group
New Jersey
$188K 3,508 +83 +2%
TC
494
Truvestments Capital
Florida
$186K 3,469 +17 +0.5%
TF
495
Tompkins Financial
New York
$184K 3,419 – –
SWM
496
Spire Wealth Management
Virginia
$182K 3,387 -3,187 -48%
DAC
497
Dividend Assets Capital
South Carolina
$181K 3,364 – –
KC
498
Kepos Capital
New York
$180K 3,346 +3,346 New
BFEC
499
Benjamin F. Edwards & Company
Missouri
$179K 3,341 – –
DAM
500
Delta Asset Management
Tennessee
$177K 3,300 – –
18 19
20
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