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Essential Utilities
WTRG

Overview Fund Activity

639 hedge funds and large institutions have $9.18B invested in Essential Utilities in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-4
Holders Change %
-0.62%
% of All Funds
10.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
68
Increased
236
Reduced
191
Closed
63
Calls
$3.8M
Puts
$1.14M
Net Calls
+$2.66M
Net Calls Change
-$568K

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$57.5M
2
Amundi
2
Amundi
France
$214M
3
Norges Bank
3
Norges Bank
Norway
$216M
4
Millennium Management
4
Millennium Management
New York
$74.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$26.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$55.8M
3
KBC Group
3
KBC Group
Belgium
$1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$49.7M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
226
ELCO Management
New York
$1.52M -$259K -5,074 -15%
JE
227
JMAC Enterprises
Pennsylvania
$1.48M +$6.55K +128 +0.4%
CA
228
Continuum Advisory
Idaho
$1.47M – – –
Truist Financial
229
Truist Financial
North Carolina
$1.43M -$2.23M -43,623 -61%
CIC
230
Carnegie Investment Counsel
Ohio
$1.41M – – –
QT
231
Quantbot Technologies
New York
$1.41M +$1.41M +27,631 New
CM
232
CoreCommodity Management
Connecticut
$1.4M -$12.7K -249 -0.9%
VRS
233
Virginia Retirement Systems
Virginia
$1.4M +$1.4M +27,300 New
NAM
234
Nissay Asset Management
Japan
$1.4M +$65K +1,270 +5%
FBFS
235
First Business Financial Services
Wisconsin
$1.37M +$41.9K +820 +3%
BC
236
Blackhill Capital
New Jersey
$1.33M – – –
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$1.32M -$315K -6,166 -19%
X
238
Xponance
Pennsylvania
$1.3M -$16.6K -324 -1%
PP
239
Prudential plc
United Kingdom
$1.27M +$287K +5,615 +29%
CSS
240
Cubist Systematic Strategies
Connecticut
$1.27M -$977K -19,121 -44%
Neuberger Berman Group
241
Neuberger Berman Group
New York
$1.26M +$219K +4,278 +21%
AWM
242
AE Wealth Management
Kansas
$1.25M +$57.7K +1,129 +5%
RIL
243
Rothschild Investment LLC
Illinois
$1.2M – – –
CAM
244
Cozad Asset Management
Illinois
$1.2M +$95.8K +1,875 +9%
RB
245
Rodgers Brothers
Pennsylvania
$1.19M -$57.5K -1,125 -5%
CAG
246
Csenge Advisory Group
Florida
$1.19M +$834K +16,310 +234%
AWA
247
Arkadios Wealth Advisors
Georgia
$1.19M -$120K -2,342 -9%
WT
248
Whittier Trust
California
$1.18M – – –
TFA
249
Toth Financial Advisory
Virginia
$1.18M -$19K -371 -2%
Prudential Financial
250
Prudential Financial
New Jersey
$1.17M -$25K -489 -2%
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