WTRG icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$55.8M 1,090,842 -1,088,010 -50%
Swiss National Bank
27
Swiss National Bank
Switzerland
$53.2M 1,039,986 +152,700 +17%
PCA
28
Personal Capital Advisors
California
$53M 1,037,115 +43,865 +4%
ECP
29
Electron Capital Partners
New York
$52.7M 1,030,801 +490,352 +91%
Canada Life
30
Canada Life
Manitoba, Canada
$50.7M 943,565 +11,581 +1%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$49.7M 956,706 -784,678 -45%
ZP
32
Zimmer Partners
New York
$46.7M 912,722 -26,300 -3%
Morgan Stanley
33
Morgan Stanley
New York
$46.1M 901,039 +49,355 +6%
AAMU
34
AEGON Asset Management (UK)
United Kingdom
$38.8M 758,601 -485,413 -39%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$37.1M 725,847 +19,569 +3%
Bank of America
36
Bank of America
North Carolina
$35.6M 697,004 +145,471 +26%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$35.3M 724,012 +135,131 +23%
AQR Capital Management
38
AQR Capital Management
Connecticut
$34.5M 674,589 +485,637 +257%
Deutsche Bank
39
Deutsche Bank
Germany
$33.1M 647,218 +56,614 +10%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$31.1M 608,259 -5,250 -0.9%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$30.4M 594,811 +7,113 +1%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$29.6M 578,994 +17,099 +3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$27.9M 545,001 -38,568 -7%
NIPH
44
NN Investment Partners Holdings
Netherlands
$27M 527,927 -9,704 -2%
Allianz Asset Management
45
Allianz Asset Management
Germany
$26.8M 524,708 +511,825 +3,973%
GF
46
Gabelli Funds
New York
$26.2M 512,700 – –
ProShare Advisors
47
ProShare Advisors
Maryland
$25M 488,544 +19,382 +4%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$24.7M 483,324 -5,920 -1%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$24.6M 481,057 -342,427 -42%
PPA
50
Parametric Portfolio Associates
Washington
$24.4M 477,659 -22,667 -5%
1
2
3 4 5