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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 %
JF
451
Jump Financial
Illinois
$260K +$24.5K +479 +10%
TRCT
452
Tower Research Capital (TRC)
New York
$258K -$319K -6,227 -55%
NFG
453
Nations Financial Group
Iowa
$257K +$717 +14 +0.3%
JFGIW
454
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$256K – – –
RHBC
455
R.H. Bluestein & Co
Michigan
$256K – – –
FCBT
456
First Citizens Bank & Trust
North Carolina
$253K -$7.72K -151 -3%
ECM
457
ExodusPoint Capital Management
New York
$250K -$310K -6,069 -55%
FRM
458
Fox Run Management
Connecticut
$250K +$250K +4,894 New
MCM
459
Murphy Capital Management
New Jersey
$249K -$57.7K -1,130 -19%
CF
460
Centaurus Financial
California
$249K -$14.9K -291 -6%
GW
461
GW & Wade
Massachusetts
$249K +$37.6K +735 +18%
LW
462
Linscomb Wealth
Texas
$248K -$3.83K -75 -2%
CCFCSB
463
Cape Cod Five Cents Savings Bank
Massachusetts
$243K -$11.8K -230 -5%
TI
464
Tidal Investments
Wisconsin
$243K +$34.7K +679 +17%
EI
465
Ethic Inc
New York
$240K +$28.9K +564 +14%
HCM
466
Howland Capital Management
Massachusetts
$235K – – –
WG
467
Winton Group
United Kingdom
$229K +$229K +4,478 New
PWM
468
Perigon Wealth Management
California
$228K +$228K +4,461 New
RMDI
469
R.M. Davis Inc
Maine
$227K +$227K +4,433 New
TMAM
470
Tokio Marine Asset Management
Japan
$224K +$20.4K +398 +10%
EA
471
Ellsworth Advisors
Ohio
$224K +$224K +4,500 New
HL
472
HeadInvest LLC
Maine
$222K – – –
AP
473
Advisor Partners
California
$221K -$26.7K -523 -11%
CCMG
474
Clark Capital Management Group
Pennsylvania
$217K -$563 -11 -0.3%
CCM
475
CTC Capital Management
Illinois
$215K +$215K +4,200 New
17 18
19
20 21