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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 %
BBHC
576
Brown Brothers Harriman & Co
New York
$24K – – –
DI
577
Disciplined Investments
Oklahoma
$24K +$1.38K +27 +6%
S
578
Surevest
California
$23K +$100 +2 +0.4%
TWA
579
TCI Wealth Advisors
Arizona
$23K +$495 +10 +2%
EIM
580
Essex Investment Management
Massachusetts
$22K -$8.7K -168 -28%
PB
581
Pinnacle Bancorp
Nebraska
$22K – – –
MRCM
582
M&R Capital Management
New Jersey
$22K – – –
JWA
583
JFS Wealth Advisors
Pennsylvania
$22K +$3.12K +61 +17%
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$21.3K +$21.3K +416 New
MWM
585
Mascoma Wealth Management
New Hampshire
$21K +$52 +1 +0.2%
EC
586
Elequin Capital
New York
$21K +$21K +402 New
CWP
587
Concord Wealth Partners
Virginia
$19K -$9.8K -196 -34%
Fifth Third Bancorp
588
Fifth Third Bancorp
Ohio
$19K -$7.85K -152 -29%
NF
589
Norwood Financial
Pennsylvania
$19K – – –
RF
590
Robbins Farley
New Hampshire
$19K – – –
CSB
591
City State Bank
Iowa
$19K – – –
RMC
592
Resources Management Corp
Connecticut
$18K – – –
QC
593
Quent Capital
New York
$18K +$9.05K +173 +101%
EI
594
Ellevest Inc
New York
$17K +$1.13K +22 +7%
IUHSA
595
Itau Unibanco Holding S.A.
Brazil
$16K – – –
CB
596
CNB Bank
Pennsylvania
$15K – – –
FCG
597
Financial Connections Group
California
$15K – – –
CAL
598
Capital Advisors Ltd
Ohio
$14K -$204 -4 -1%
BFC
599
Bedel Financial Consulting
Indiana
$14K – – –
CFD
600
Creative Financial Designs
Indiana
$14K +$99 +2 +0.7%
22 23
24
25 26