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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Cohen & Steers
Cohen & Steers
New York
$55.8M
3
KBC Group
KBC Group
Belgium
$1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$49.7M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
401
Charter Oak Capital Management
New Hampshire
$334K +$1.74K +34 +0.5%
MWP
402
Meridian Wealth Partners
Pennsylvania
$334K +$47K +921 +16%
CCM
403
Coldstream Capital Management
Washington
$333K -$23.8K -467 -7%
JIC
404
Johnson Investment Counsel
Ohio
$333K +$4.1K +80 +1%
ACM
405
Advisors Capital Management
New Jersey
$332K -$307 -6 -0.1%
MYAM
406
Meiji Yasuda Asset Management
Japan
$331K -$7.16K -140 -2%
CP
407
CenterBook Partners
Connecticut
$330K +$330K +6,461 New
JPMPWA
408
J.P. Morgan Private Wealth Advisors
California
$328K -$9.31K -182 -3%
CB
409
Commerce Bank
Missouri
$326K -$57.2K -1,119 -15%
OWP
410
Obermeyer Wealth Partners
Colorado
$325K – – –
MFG
411
MidWestOne Financial Group
Iowa
$320K – – –
BPC
412
Banque Pictet & Cie
Switzerland
$319K -$28.1K -548 -8%
PWLP
413
Prio Wealth Limited Partnership
Massachusetts
$319K – – –
ABLA
414
Alan B. Lancz & Associates
Ohio
$319K – – –
CCA
415
Conestoga Capital Advisors
Pennsylvania
$319K +$7.67K +150 +2%
GIA
416
Gateway Investment Advisers
Ohio
$319K +$319K +6,231 New
ATC
417
Argent Trust Co
Tennessee
$316K – – –
FB
418
Fulton Bank
Pennsylvania
$313K -$64.1K -1,253 -17%
CG
419
Caprock Group
Idaho
$313K +$1.79K +35 +0.6%
SWP
420
Stratos Wealth Partners
Ohio
$311K +$358 +7 +0.1%
BHWM
421
Bar Harbor Wealth Management
New Hampshire
$310K -$16.3K -319 -5%
BIA
422
Bigelow Investment Advisors
Maine
$307K – – –
BCM
423
Bayesian Capital Management
New York
$307K +$307K +6,000 New
V
424
Veritable
Delaware
$306K +$2.35K +46 +0.8%
GWM
425
Geneos Wealth Management
Colorado
$304K -$8.47K -166 -3%
15 16
17
18 19