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Essential Utilities
WTRG

646 hedge funds and large institutions have $9.56B invested in Essential Utilities in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 229 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $4.33M | Put options by funds: $1.09M

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

33% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 172

20% more capital invested

Capital invested by funds: $7.96B → $9.56B (+$1.6B)

9% more funds holding

Funds holding: 595 → 646 (+51)

0.31% more ownership

Funds ownership: 70.32% → 70.63% (+0.31%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
646
Holders Change
+51
Holders Change %
+8.57%
% of All Funds
9.94%
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
229
Reduced
172
Closed
45
Calls
$4.33M
Puts
$1.09M
Net Calls
+$3.23M
Net Calls Change
+$779K

Top Buyers

1
BlackRock
BlackRock
New York
+$102M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$49.4M
3
State Street
State Street
Massachusetts
+$38.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$37.8M
5
Millennium Management
Millennium Management
New York
+$31.1M

Top Sellers

1
NI
Nuance Investments
Missouri
-$51.3M
2
SAM
Storebrand Asset Management
Norway
-$40.6M
3
Morgan Stanley
Morgan Stanley
New York
-$28.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$14.2M
5
HF
HRT Financial
New York
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
476
Bridgefront Capital
Texas
$227K +$205K +4,228 New
LAM
477
Lountzis Asset Management
Pennsylvania
$225K – – –
MS
478
Madden Securities
Texas
$224K -$238K -4,900 -54%
III
479
Independent Investors Inc
New York
$224K +$202K +4,166 New
WSCM
480
Wellington Shields Capital Management
New York
$224K +$202K +4,166 New
APA
481
American Portfolios Advisors
New York
$223K – – –
LOAMS
482
Lombard Odier Asset Management (Switzerland)
Switzerland
$223K +$201K +4,149 New
MSFS
483
Main Street Financial Solutions
Pennsylvania
$223K +$201K +4,149 New
GW
484
GW & Wade
Massachusetts
$222K +$201K +4,137 New
EI
485
Ethic Inc
New York
$221K -$129K -2,661 -39%
KPWS
486
Kestra Private Wealth Services
Texas
$220K +$199K +4,104 New
TI
487
Tidal Investments
Wisconsin
$219K +$198K +4,075 New
CL
488
Choreo LLC
Illinois
$216K +$195K +4,015 New
TMAM
489
Tokio Marine Asset Management
Japan
$213K +$193K +3,975 New
SCA
490
Stillwater Capital Advisors
Pennsylvania
$212K +$192K +3,957 New
WANY
491
Wealthspire Advisors (New York)
New York
$211K +$191K +3,924 New
CA
492
Calton & Associates
Florida
$206K +$187K +3,849 New
PNC
493
Park National Corp
Ohio
$205K +$186K +3,822 New
GC
494
Gratus Capital
Georgia
$201K +$182K +3,750 New
BBPWM
495
Blue Bell Private Wealth Management
Pennsylvania
$199K +$180K +3,710 New
Bessemer Group
496
Bessemer Group
New Jersey
$188K +$4.03K +83 +2%
TC
497
Truvestments Capital
Florida
$186K +$825 +17 +0.5%
TF
498
Tompkins Financial
New York
$184K – – –
SWM
499
Spire Wealth Management
Virginia
$182K -$155K -3,187 -48%
DAC
500
Dividend Assets Capital
South Carolina
$181K – – –
18 19
20
21 22

WTRG Hedge Fund Activity: Q4 2021 in Review

646 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q4 2021, worth a combined $9.56B — up 20% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new WTRG positions and 45 closed out — a net gain of 57 holders — while 229 added to existing stakes and 172 trimmed.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Nuance Investments, cutting an estimated $51.3M.

  • 646 institutional investors held Essential Utilities (WTRG) as of Q4 2021, up from 595 in Q3 2021.
  • Funds reported $9.56B of Essential Utilities stock for Q4 2021, up 20% quarter-over-quarter.
  • 102 funds opened new Essential Utilities positions in Q4 2021 and 45 closed out, a net change of +57 holders.
  • The largest Essential Utilities buyer in Q4 2021 was BlackRock, an estimated $102M added.
  • The largest Essential Utilities seller in Q4 2021 was Nuance Investments, an estimated $51.3M sold.

Based on aggregated 13F filings for Q4 2021.