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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 %
FCFS
551
First Command Financial Services
Texas
$58K 1,085 +419 +63%
ADL
552
Asset Dedication LLC
California
$56K 1,041 – –
SCA
553
Sandy Cove Advisors
Massachusetts
$54K 1,000 +1,000 New
M
554
MOTCO
Texas
$52K 969 -206 -18%
CP
555
Corbenic Partners
Pennsylvania
$49K 914 – –
GWA
556
Gibson Wealth Advisors
Texas
$49K 905 +905 New
T
557
TOBAM
France
$45K 835 – –
PK
558
Pflug Koory
Nebraska
$44K 814 – –
AA
559
Addison Advisors
Vermont
$44K 813 +750 +1,190%
FCT
560
First Community Trust
Iowa
$43.1K 802 +802 New
C
561
Covestor
United Kingdom
$43K 800 +800 New
TFO
562
Tarbox Family Office
California
$41K 761 – –
AIC
563
Archer Investment Corporation
Indiana
$38.1K 709 – –
PGAM
564
Princeton Global Asset Management
New Jersey
$38K 705 – –
1IA
565
1834 Investment Advisors
Wisconsin
$37K 696 – –
CFGS
566
Concourse Financial Group Securities
Alabama
$37K 698 – –
HF
567
Halpern Financial
Virginia
$35.3K 658 – –
FPB
568
First PREMIER Bank
South Dakota
$35K 650 – –
SWA
569
SOA Wealth Advisors
New York
$35K 661 +3 +0.5%
FAG
570
Fortitude Advisory Group
Washington
$35K 645 +645 New
FF
571
FourThought Financial
Florida
$34K 624 – –
CSWM
572
Cassady Schiller Wealth Management
Ohio
$34K 625 +625 New
SC
573
SouthState Corp
Florida
$33K 615 – –
EIM
574
Essex Investment Management
Massachusetts
$32K 593 – –
FCB
575
First Command Bank
Texas
$31K 666 – –
21 22
23
24 25