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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 %
FWCM
351
Ferguson Wellman Capital Management
Oregon
$495K -$10.2K -200 -2%
OTL
352
Oak Thistle LLC
New York
$492K +$492K +9,626 New
MAM
353
Meeder Asset Management
Ohio
$488K +$488K +9,536 New
ECM
354
EagleClaw Capital Management
Massachusetts
$486K -$37.1K -727 -7%
D
355
Diversified
Delaware
$485K -$10.8K -212 -2%
PF
356
Phoenix Financial
Israel
$484K -$104K -2,030 -18%
BCM
357
Blume Capital Management
California
$476K -$19.9K -390 -4%
RFA
358
RTD Financial Advisors
Pennsylvania
$465K – – –
MW
359
Marcum Wealth
Ohio
$464K – – –
LWMG
360
Levy Wealth Management Group
Pennsylvania
$462K +$51 +1 +0%
AAS
361
Avantax Advisory Services
Texas
$460K +$11.3K +222 +3%
HWM
362
HB Wealth Management
Georgia
$458K +$3.38K +66 +0.7%
CTC
363
Central Trust Company
Missouri
$455K -$35.8K -700 -7%
SPC
364
Sigma Planning Corp
Michigan
$451K -$104K -2,032 -19%
TWP
365
Tower Wealth Partners
Pennsylvania
$451K -$14.8K -290 -3%
FIA
366
Foundations Investment Advisors
Arizona
$451K -$2.29K -46 -0.5%
FWIA
367
Fort Washington Investment Advisors
Ohio
$448K – – –
CC
368
Cannell & Co
New York
$444K +$38.4K +750 +9%
AWM
369
Axxcess Wealth Management
California
$442K -$89.4K -1,749 -17%
BAM
370
Barrett Asset Management
New York
$430K -$63.8K -1,250 -13%
AWM
371
Apollon Wealth Management
South Carolina
$424K +$562 +11 +0.1%
GJIC
372
Gamble Jones Investment Counsel
California
$418K – – –
SWA
373
Stratos Wealth Advisors
Ohio
$414K -$1.48K -29 -0.4%
GP
374
Girard Partners
Pennsylvania
$413K -$8.47K -166 -2%
HSA
375
HBK Sorce Advisory
Pennsylvania
$413K -$2.25K -44 -0.5%
13 14
15
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