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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 %
OSIA
326
O'Shares Investment Advisers
Massachusetts
$628K +$33.7K +660 +6%
DHGWA
327
Dixon Hughes Goodman Wealth Advisors
North Carolina
$624K +$71.3K +1,394 +13%
FRAF
328
Första AP-fonden
Sweden
$614K +$614K +12,000 New
Voloridge Investment Management
329
Voloridge Investment Management
Florida
$613K -$577K -11,281 -48%
FBT
330
First Bankers Trust
Kentucky
$612K -$66.6K -1,302 -10%
SCM
331
Shelton Capital Management
Colorado
$606K – – –
TPW
332
Tiller Private Wealth
Pennsylvania
$606K – – –
American Century Companies
333
American Century Companies
Missouri
$602K +$81.9K +1,602 +16%
WF
334
Welch & Forbes
Massachusetts
$598K -$128K -2,500 -18%
TF
335
TIAA FSB
Florida
$593K +$593K +11,599 New
GAM
336
Gotham Asset Management
New York
$582K +$184K +3,599 +46%
BCV
337
Banque Cantonale Vaudoise
Switzerland
$551K -$91.8K -1,795 -14%
TW
338
TrinityPoint Wealth
Connecticut
$551K – – –
Bank Julius Baer & Co
339
Bank Julius Baer & Co
Switzerland
$547K – – –
RT
340
Rockland Trust
Massachusetts
$543K -$277K -5,426 -34%
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$534K +$106K +2,066 +25%
HI
342
Humankind Investments
New York
$533K +$46.6K +913 +10%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$528K – – –
JWCA
344
J.W. Cole Advisors
Florida
$512K +$3.74K +73 +0.7%
LS
345
Livforsakringsbolaget Skandia
Sweden
$511K +$261K +5,100 +104%
KeyBank National Association
346
KeyBank National Association
Ohio
$507K -$1.43K -28 -0.3%
BWM
347
Blossom Wealth Management
California
$505K +$40.4K +789 +9%
GVAG
348
Great Valley Advisor Group
Delaware
$500K +$51 +1 +0%
TCM
349
Teza Capital Management
Illinois
$499K -$77.4K -1,513 -13%
SWM
350
SeaCrest Wealth Management
New York
$498K +$51 +1 +0%
12 13
14
15 16