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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 %
BONH
501
Bank of New Hampshire
New Hampshire
$147K +$147K +2,875 New
GWSG
502
GPS Wealth Strategies Group
Colorado
$144K +$307 +6 +0.2%
MA
503
Montag & Associates
Georgia
$143K -$15.3K -300 -10%
BC
504
Bartlett & Co
Ohio
$140K +$140K +2,731 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$140K +$140K +2,731 New
TPCW
506
TD Private Client Wealth
New York
$138K -$1.18K -23 -0.8%
S
507
SignatureFD
Georgia
$130K +$35.2K +686 +37%
QCG
508
Quadrant Capital Group
Ohio
$128K +$11.7K +227 +10%
HI
509
Hudock Inc
Pennsylvania
$127K -$9.65K -190 -7%
CA
510
Clearstead Advisors
Ohio
$118K +$666 +13 +0.6%
CNBTD
511
Citizens National Bank Trust Department
Mississippi
$110K – – –
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$102K -$17.4K -342 -15%
Group One Trading
513
Group One Trading
Illinois
$102K +$102K +2,000 New
AIC
514
Archer Investment Corporation
Indiana
$100K +$63.9K +1,250 +176%
MHR
515
Matthew Hamilton Rosenberg
$97K – – –
AF
516
Allworth Financial
California
$95K +$411 +8 +0.4%
TCM
517
Tradewinds Capital Management
Washington
$93K +$560 +11 +0.6%
BWM
518
Baystate Wealth Management
Massachusetts
$90K +$307 +6 +0.3%
JGIA
519
Jackson Grant Investment Advisers
Connecticut
$87K – – –
BSWA
520
Bromfield Sneider Wealth Advisors
Massachusetts
$85K +$85K +1,657 New
PA
521
Parallel Advisors
California
$83K -$8.28K -159 -9%
OSNBOA
522
Old Second National Bank of Aurora
Illinois
$82K – – –
PCG
523
Private Capital Group
Connecticut
$78K -$307 -6 -0.4%
EWM
524
Endurance Wealth Management
Rhode Island
$77K – – –
CT
525
Clearstead Trust
Maine
$77K – – –
19 20
21
22 23