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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 %
FANJ
251
Financial Architects (New Jersey)
New Jersey
$1.16M -$92.6K -1,812 -7%
SPIA
252
Steward Partners Investment Advisory
New York
$1.15M -$190K -3,710 -14%
VCM
253
Virtue Capital Management
Tennessee
$1.14M -$185K -3,609 -14%
SSA
254
Schonfeld Strategic Advisors
New York
$1.14M +$1.14M +22,300 New
US Bancorp
255
US Bancorp
Minnesota
$1.14M -$71K -1,388 -6%
LOIM
256
Liberty One Investment Management
Illinois
$1.14M -$36.5K -713 -3%
KCM
257
Kennedy Capital Management
Missouri
$1.12M +$302K +5,911 +37%
CGH
258
Crossmark Global Holdings
Texas
$1.12M +$22K +430 +2%
Squarepoint
259
Squarepoint
New York
$1.11M +$1.11M +21,661 New
BBPWM
260
Blue Bell Private Wealth Management
Pennsylvania
$1.1M +$914K +17,890 +482%
TD Asset Management
261
TD Asset Management
Ontario, Canada
$1.1M +$10.2K +200 +0.9%
YIH
262
Y-Intercept (HK)
Hong Kong
$1.1M +$515K +10,072 +88%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$1.09M -$55.5K -1,086 -5%
ISL
264
Ingalls & Snyder LLC
New York
$1.08M – – –
BWP
265
Bernardo Wealth Planning
Pennsylvania
$1.07M +$102 +2 +0%
UIM
266
USS Investment Management
United Kingdom
$1.06M -$1.57M -30,660 -60%
PFO
267
Pathstone Family Office
New Jersey
$1.06M +$52.8K +872 +5%
SAM
268
Securian Asset Management
Minnesota
$1.06M +$1.94K +38 +0.2%
H
269
HoyleCohen
California
$1.04M -$37.1K -725 -3%
FHB
270
First Hawaiian Bank
Hawaii
$1.04M +$164K +3,205 +19%
GEA
271
Glen Eagle Advisors
New Jersey
$1.04M +$8.18K +160 +0.8%
TBA
272
Tower Bridge Advisors
Pennsylvania
$1.01M -$17.8K -348 -2%
PA
273
Profund Advisors
Maryland
$1.01M +$61.5K +1,203 +6%
KBC Group
274
KBC Group
Belgium
$1M -$51.6M -1,009,039 -98%
MHI
275
Miller Howard Investments
New York
$987K -$37.5K -733 -4%
9 10
11
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