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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 %
CA
501
Cornerstone Advisory
Maryland
$172K 3,196 +3,196 New
SFPG
502
Stonebridge Financial Planning Group
Florida
$170K 3,573 +17 +0.5%
HR
503
Howe & Rusling
New York
$168K 3,120 – –
MA
504
Montag & Associates
Georgia
$166K 3,100 – –
SCA
505
Snowden Capital Advisors
New York
$162K 3,026 +3,026 New
FAM
506
Fulcrum Asset Management
United Kingdom
– – – –
WT
507
Washington Trust
Rhode Island
$157K 2,930 -400 -12%
HDIM
508
Hanson & Doremus Investment Management
Vermont
$152K 2,830 – –
GWSG
509
GPS Wealth Strategies Group
Colorado
$151K 2,805 +6 +0.2%
AWA
510
Amplius Wealth Advisors
Pennsylvania
$149K 2,779 +2,779 New
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K 2,728 +1,324 +94%
TPCW
512
TD Private Client Wealth
New York
$146K 2,726 +12 +0.4%
HI
513
Hudock Inc
Pennsylvania
$144K 2,691 – –
CWS
514
Confluence Wealth Services
Pennsylvania
$134K 2,511 +2,511 New
CNBTD
515
Citizens National Bank Trust Department
Mississippi
$132K 2,450 +2,450 New
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K 2,342 – –
BHWM
517
Beaird Harris Wealth Management
Texas
$125K 2,328 +2,328 New
WFS
518
Widmann Financial Services
Maryland
$124K 2,310 +2,310 New
CFA
519
Carroll Financial Associates
North Carolina
$123K 2,355 – –
CA
520
Clearstead Advisors
Ohio
$123K 2,290 +13 +0.6%
QCG
521
Quadrant Capital Group
Ohio
$122K 2,266 +657 +41%
CA
522
CoreCap Advisors
Michigan
$118K 2,197 +2,197 New
Schroder Investment Management Group
523
Schroder Investment Management Group
United Kingdom
$109K 2,023 -5,761 -74%
MHR
524
Matthew Hamilton Rosenberg
$102K 1,900 – –
TCOV
525
Trust Company of Vermont
Vermont
$101K 1,875 +1,875 New
19 20
21
22 23