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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 %
SLA
126
Silver Lake Advisory
Utah
$4.39M 81,765 +285 +0.3%
AIP
127
Ameritas Investment Partners
Nebraska
$4.38M 81,528 +2,502 +3%
M&T Bank
128
M&T Bank
New York
$4.35M 81,070 -8,157 -9%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$4.33M 80,602 +1,096 +1%
SBL
130
Sargent Bickham Lagudis
Colorado
$4.28M 79,800 -472 -0.6%
ERSOT
131
Employees Retirement System of Texas
Texas
$4.13M 76,875 – –
HSBC Holdings
132
HSBC Holdings
United Kingdom
$4.13M 76,851 -5,403 -7%
BFA
133
Benedict Financial Advisors
Georgia
$4M 74,525 +31 +0%
RCM
134
Radnor Capital Management
Pennsylvania
$3.98M 74,102 -7,500 -9%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$3.96M 73,777 -68,695 -48%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$3.96M 73,727 +16,064 +28%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$3.91M 72,750 -2,487 -3%
Truist Financial
138
Truist Financial
North Carolina
$3.85M 71,615 -3,504 -5%
HPIA
139
Hamilton Point Investment Advisors
North Carolina
$3.83M 71,410 +1,113 +2%
Swedbank
140
Swedbank
Sweden
$3.79M 70,849 -4,300 -6%
SFI
141
Susquehanna Fundamental Investments
Pennsylvania
$3.68M 68,580 +58,280 +566%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$3.68M 68,487 – –
TYCC
143
Texas Yale Capital Corp
Florida
$3.63M 67,546 +288 +0.4%
RIM
144
Redpoint Investment Management
Australia
$3.52M 65,605 – –
GC
145
Guggenheim Capital
Illinois
$3.52M 65,493 +11,711 +22%
LA
146
Legacy Advisors
Pennsylvania
$3.47M 64,712 +497 +0.8%
ASRS
147
Arizona State Retirement System
Arizona
$3.41M 63,565 -1,925 -3%
SI
148
Stephens Inc
Arkansas
$3.38M 62,952 -8,333 -12%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$3.17M 59,100 +2,100 +4%
SOMRS
150
State of Michigan Retirement System
Michigan
$3.13M 58,293 +2,300 +4%
4 5
6
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