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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 %
DWT
426
Dorsey & Whitney Trust
South Dakota
$304K – – –
CRIG
427
Charter Research & Investment Group
Connecticut
$303K – – –
CP
428
Coho Partners
Pennsylvania
$299K -$76.8K -1,500 -20%
IMRF
429
Illinois Municipal Retirement Fund
Illinois
$299K – – –
CAPTRUST Financial Advisors
430
CAPTRUST Financial Advisors
North Carolina
$297K -$54.7K -1,069 -16%
SICM
431
Sustainable Insight Capital Management
New York
$297K -$37K -723 -11%
DC
432
Davenport & Co
Virginia
$292K +$563 +11 +0.2%
PTC
433
Private Trust Company
Ohio
$290K – – –
LBC
434
Lowe Brockenbrough & Co
Virginia
$289K -$10.2K -200 -3%
UF
435
Univest Financial
Pennsylvania
$288K – – –
BCA
436
Bay Colony Advisors
Massachusetts
$283K – – –
PD
437
Planning Directions
Pennsylvania
$283K +$1.12K +22 +0.4%
MAM
438
Martingale Asset Management
Massachusetts
$282K – – –
ACP
439
Aveo Capital Partners
Colorado
$280K -$32.2K -630 -10%
JIC
440
Joel Isaacson & Co
New York
$280K – – –
William Blair & Company
441
William Blair & Company
Illinois
$279K -$5.12K -100 -2%
GT
442
Glenview Trust
Kentucky
$276K – – –
SEC
443
Seven Eight Capital
New York
$273K +$273K +5,335 New
KPCM
444
Kings Point Capital Management
New York
$269K -$19.4K -379 -7%
CG
445
Colony Group
Massachusetts
$269K – – –
BMWM
446
Brown Miller Wealth Management
Virginia
$269K +$307 +6 +0.1%
Balyasny Asset Management
447
Balyasny Asset Management
Illinois
$266K +$266K +5,210 New
AWM
448
Accel Wealth Management
Iowa
$265K +$1.05K +20 +0.4%
FBB
449
Fulton Breakefield Broenniman
Maryland
$263K -$47.7K -935 -15%
IIC
450
Ironwood Investment Counsel
Arizona
$260K – – –
16 17
18
19 20