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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 %
PIM
276
Penobscot Investment Management
Massachusetts
$979K – – –
SAM
277
Shell Asset Management
Netherlands
$973K – – –
EMPI
278
Elo Mutual Pension Insurance
Finland
$966K +$78.2K +1,529 +9%
Aberdeen Group
279
Aberdeen Group
United Kingdom
$963K -$21.4K -413 -2%
CB
280
Community Bank
New York
$952K +$276K +5,398 +41%
KFI
281
Key Financial Inc
Pennsylvania
$942K +$210K +4,103 +29%
Mirae Asset Global Investments
282
Mirae Asset Global Investments
South Korea
$940K +$183K +3,573 +24%
THWM
283
Taylor Hoffman Wealth Management
Virginia
$905K – – –
HKIMG
284
Hutchens & Kramer Investment Management Group
Indiana
$900K +$6.21K +118 +0.7%
WBC
285
Westpac Banking Corp
Australia
$900K – – –
LIM
286
Loudon Investment Management
New Hampshire
$893K – – –
FT
287
Fiduciary Trust
Massachusetts
$888K -$128K -2,500 -13%
HNB
288
Huntington National Bank
Ohio
$886K +$269K +5,263 +44%
ST
289
Smithfield Trust
Pennsylvania
$883K -$32.3K -632 -4%
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$873K – – –
CFN
291
Cordasco Financial Network
Florida
$862K – – –
SC
292
Sonen Capital
California
$857K +$89.5K +1,750 +12%
Allspring Global Investments
293
Allspring Global Investments
North Carolina
$855K -$110K -2,161 -11%
PTC
294
Philadelphia Trust Company
Pennsylvania
$831K +$2.56K +50 +0.3%
OBGC
295
O'Brien Greene & Co
Pennsylvania
$829K – – –
BFM
296
Boothbay Fund Management
New York
$804K +$382K +7,471 +90%
VPIM
297
Vanguard Personalized Indexing Management
California
$792K -$24.9K -487 -3%
CYG
298
Clean Yield Group
Vermont
$784K -$20.5K -400 -3%
MSS
299
Mitchell Sinkler & Starr
Pennsylvania
$780K +$41.5K +812 +6%
KAS
300
Kestra Advisory Services
Texas
$775K +$36K +705 +5%
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12
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