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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 %
S
526
SignatureFD
Georgia
$99K 1,850 -60 -3%
AF
527
Allworth Financial
California
$99K 1,842 +272 +17%
TCM
528
Tradewinds Capital Management
Washington
$98K 1,816 +10 +0.6%
PA
529
Parallel Advisors
California
$94K 1,752 -320 -15%
BWM
530
Baystate Wealth Management
Massachusetts
$94K 1,755 +6 +0.3%
HI
531
Harbour Investments
Wisconsin
$92K 1,715 -3,321 -66%
JGIA
532
Jackson Grant Investment Advisers
Connecticut
$91K 1,695 – –
PCG
533
Private Capital Group
Connecticut
$82K 1,530 -430 -22%
EWM
534
Endurance Wealth Management
Rhode Island
$81K 1,500 – –
CT
535
Clearstead Trust
Maine
$81K 1,500 – –
OSNBOA
536
Old Second National Bank of Aurora
Illinois
$74K 1,600 – –
VCM
537
Vigilant Capital Management
Maine
$73K 1,363 – –
TSW
538
Thompson Siegel & Walmsley
Virginia
$69K 1,294 – –
PFSC
539
Peoples Financial Services Corp
Pennsylvania
$67K 1,250 – –
SIS
540
Sound Income Strategies
Florida
$67K 1,243 +2 +0.2%
MTWM
541
Masso Torrence Wealth Management
New Jersey
$66K 1,231 +1,231 New
TVWM
542
Tower View Wealth Management
Wisconsin
$65K 1,209 +7 +0.6%
IA
543
IndexIQ Advisors
New York
$65K 1,208 +302 +33%
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$65K 1,205 +1,205 New
CWC
545
Carolinas Wealth Consulting
North Carolina
$63K 1,167 -55 -5%
BCM
546
Birch Capital Management
Texas
$63K 1,169 – –
NFG
547
Next Financial Group
Texas
$60K 1,120 -304 -21%
LWA
548
Lenox Wealth Advisors
New York
$60K 1,116 +6 +0.5%
AF
549
Arrow Financial
New York
$58K 1,082 – –
SCA
550
Stonebridge Capital Advisors
Minnesota
$58K 1,075 – –
20 21
22
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