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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 %
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$6K 121 +48 +66%
BA
627
Bivin & Associates
Oklahoma
$6K 103 +103 New
IBOK
628
Independence Bank of Kentucky
Kentucky
$5K 100 – –
GWS
629
Glassman Wealth Services
Virginia
$5K 95 +33 +53%
ME
630
McIlrath & Eck
Washington
$4K 69 – –
CAL
631
Capital Analysts LLC
Pennsylvania
$4K 78 +1 +1%
DWA
632
Delos Wealth Advisors
Texas
$3K 47 +47 New
CFO
633
CVA Family Office
Colorado
$2K 35 +35 New
RPCONE
634
Retirement Planning Company of New England
Rhode Island
$2K 46 +46 New
FHA
635
First Horizon Advisors
Tennessee
$1K 10 -8 -44%
WAS
636
Winch Advisory Services
Wisconsin
$1K 25 – –
VNA
637
Valley National Advisers
Pennsylvania
$1K 20 – –
FMP
638
Financial Management Professionals
Texas
$1K 24 – –
PFBT
639
Parkside Financial Bank & Trust
Missouri
$1K 11 +11 New
DFCM
640
Dark Forest Capital Management
Puerto Rico
$1K 15 +15 New
CFRPA
641
Castle Financial & Retirement Planning Associates
New Jersey
$1K 19 +19 New
SC
642
Schubert & Co
Texas
$1K 21 +21 New
CP
643
Castleview Partners
Texas
$285 15,301 +15,301 New
BBHC
644
Brown Brothers Harriman & Co
New York
$25 468 – –
HF
645
HRT Financial
New York
– – -289,378 Closed
4WM
646
44 Wealth Management
Oregon
– – -117,399 Closed
BRCM
647
Bright Rock Capital Management
Massachusetts
– – -111,500 Closed
E
648
Ergoteles
New York
– – -87,422 Closed
Susquehanna International Group
649
Susquehanna International Group
Pennsylvania
– – -35,493 Closed
DTL
650
Dynamic Technology Lab
Singapore
– – -27,560 Closed
24 25
26
27 28