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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 %
CWP
576
Concord Wealth Partners
Virginia
$31K 576 +576 New
HWA
577
HHM Wealth Advisors
Tennessee
$30K 561 – –
FPS
578
Fieldpoint Private Securities
Connecticut
$30K 555 +70 +14%
HFA
579
HC Financial Advisors
California
$29K 531 – –
FPWM
580
FSB Premier Wealth Management
Iowa
$29K 545 +545 New
SWA
581
Sutton Wealth Advisors
Florida
$28.3K 527 +23 +5%
NICM
582
Neo Ivy Capital Management
New York
$28K 521 -4,523 -90%
Fifth Third Bancorp
583
Fifth Third Bancorp
Ohio
$28K 520 +114 +28%
NFSG
584
Newbridge Financial Services Group
Florida
$28K 522 +343 +192%
SPWG
585
Sage Private Wealth Group
Illinois
$27K 510 -1 -0.2%
PSB
586
Piscataqua Savings Bank
New Hampshire
$27K 500 – –
RDFA
587
Ritter Daniher Financial Advisory
Ohio
$27K 500 – –
SIC
588
Salem Investment Counselors
North Carolina
$27K 500 – –
AIM
589
Achmea Investment Management
Netherlands
$27K 515 – –
IA
590
IFP Advisors
Florida
$26K 462 +37 +9%
STCOSD
591
Sageworth Trust Company of South Dakota
South Dakota
$26K 488 +488 New
S
592
Surevest
California
$25K 457 +457 New
TWA
593
TCI Wealth Advisors
Arizona
$24K 455 -54 -11%
MRCM
594
M&R Capital Management
New Jersey
$24K 448 – –
DI
595
Disciplined Investments
Oklahoma
$24K 444 – –
PB
596
Pinnacle Bancorp
Nebraska
$23K 423 – –
Lazard Asset Management
597
Lazard Asset Management
New York
$23K 443 +443 New
MWM
598
Mascoma Wealth Management
New Hampshire
$22K 402 +1 +0.2%
WTA
599
Washington Trust Advisors
Massachusetts
$21K 400 +400 New
RF
600
Robbins Farley
New Hampshire
$20K 375 – –
22 23
24
25 26