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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 %
LAM
476
Lountzis Asset Management
Pennsylvania
$214K – – –
HIC
477
Hartline Investment Corp
Illinois
$214K +$913 +20 +0.4%
I2I
478
Insight 2811 Inc
Illinois
$213K -$62.3K -1,220 -23%
WSCM
479
Wellington Shields Capital Management
New York
$213K – – –
III
480
Independent Investors Inc
New York
$213K – – –
APA
481
American Portfolios Advisors
New York
$213K – – –
EIP
482
Ellis Investment Partners
Pennsylvania
$212K -$40.3K -791 -16%
EVM
483
Evelyn V. Moreno
$211K +$211K +4,118 New
CI
484
Cigna Investments
Connecticut
$210K -$55.9K -1,091 -21%
KPWS
485
Kestra Private Wealth Services
Texas
$210K +$153 +3 +0.1%
MOS
486
MGO One Seven
Ohio
$203K +$203K +3,963 New
SCA
487
Stillwater Capital Advisors
Pennsylvania
$202K – – –
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K +$52.8K +1,033 +38%
KC
489
Kepos Capital
New York
$185K +$13.6K +265 +8%
National Bank of Canada
490
National Bank of Canada
Quebec, Canada
$183K -$2.02M -39,600 -92%
Bessemer Group
491
Bessemer Group
New Jersey
$175K -$4.24K -83 -2%
TF
492
Tompkins Financial
New York
$175K – – –
SWM
493
Spire Wealth Management
Virginia
$173K – – –
DAC
494
Dividend Assets Capital
South Carolina
$172K – – –
BFEC
495
Benjamin F. Edwards & Company
Missouri
$171K – – –
IA
496
IFP Advisors
Florida
$171K +$147K +2,852 +617%
CI Investments Inc
497
CI Investments Inc
Ontario, Canada
$161K -$94.7K -1,857 -37%
HDIM
498
Hanson & Doremus Investment Management
Vermont
$161K +$16K +312 +11%
HR
499
Howe & Rusling
New York
$160K – – –
WT
500
Washington Trust
Rhode Island
$150K – – –
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20
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